---
schema_version: "1"
id: 8bedfdf0a23a66e1056613ac4896e7223b990b2586f91d5cb9aac0081b46bba1
title: Publish Tableau Content to CRM Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_publish_tableau_online.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_publish_tableau_online.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 22cde29d6fe9ac73f16afed33ffba485b818f1a46e39f0d4ef9c21059b03363a
description: Easily publish Tableau Cloud and Tableau Server dashboards, sheets, and stories to a CRM Analytics app or Lightning page without first embedding Tableau views or installing additional software.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Publish Tableau Content to CRM Analytics

Easily publish Tableau Cloud and Tableau Server dashboards, sheets, and stories to a CRM Analytics app or Lightning page without first embedding Tableau views or installing additional software.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

To use this feature, [Enable Publishing Tableau Views](https://help.salesforce.com/s/articleView?id=analytics.bi_tableauviews_setup_prereq.htm&release=264.0.0&type=5 "Publishing Tableau Cloud and Tableau Server content to CRM Analytics and viewing it requires the appropriate licenses, org and user account setup, and permissions assigned to user accounts and apps.").

1. In Tableau Cloud or Tableau Server, select the view that you want to publish to CRM Analytics.
    
    If the view doesn’t appear in the list of recently viewed visualizations, use the Search bar to locate it.
2. From the More Actions menu (![More actions menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/moreactionsmenu.jpg)), select **Publish to Salesforce**.
    
    ![Publish Tableau Cloud View to Salesforce](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/publishtableauviewtosalesforce.jpg)
3. Click **Connect to Salesforce** and specify the Salesforce credentials that you want to use for publishing.
4. In the Publish to Salesforce dialog box, select the destination app that you want to publish the Tableau view to, and then click **Publish**.
    
    ![Destination to publish Tableau view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/destinationpublishto.jpg)
5. Click the published Tableau content to review it in CRM Analytics.

You can save, favorite, delete, or remove a published view from its action menu.

![Options for published Tableau view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/moreoptionsfortableauview.jpg)

If you remove a view from CRM Analytics, it’s still available in Tableau. But, when you delete a view from Tableau, the published view no longer shows any data in Salesforce. We recommend that you remove the view from CRM Analytics when you no longer need it.

To see a published Tableau view embedded in a Lightning page, users need access to the Tableau view. To see the Tableau view in a CRM Analytics dashboard, users need access to both the Tableau view and the CRM Analytics app to which it’s published.

Publishing Tableau Cloud and Tableau Server views to CRM Analytics mobile apps isn’t supported.