Ingest Salesforce CRM Data Directly into Tableau Next (Beta)

Convert standard and custom CRM objects into Data Lake Objects without leaving Tableau Next. You can now browse available connections, update a field's data type, and view primary keys directly from the data ingestion page.

Where: This change applies to Tableau Next in Enterprise, Performance, and Unlimited editions.

Note
Note Salesforce Connections is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

How: Start by selecting a current workspace or setting up a new one. Within the workspace, click to Add, then Data, and pick Salesforce Connections (Beta). Select your org and the tables to integrate into your workspace.

Using Salesforce Connections to connect to a Salesforce org.