Connect using either Tableau Cloud or Tableau Desktop.
If you're new to Tableau, purchase at least one Creator license to get started. You can also start a free 14-day trial.
After you have a Tableau account, connect it to your Admissions Connect org to start with our ready-made dashboards.
Use Tableau Cloud
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On the home page, click Accelerator Dashboards. If you don’t land on the home page, click Home, and then click See All.
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On the Starters page, set your Data Sources filter to Salesforce.
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Click Admissions Connect Tableau Accelerator.
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Click Sign in to Salesforce and log in.
Use Tableau Desktop
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Download the Admissions Connect Tableau Accelerator from Tableau Exchange.
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Open Tableau Desktop.
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From the Tableau Desktop home page, click Open a Workbook.
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In the Data menu, select each data source that you want to use, and then select Edit Data Source.
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Log in and select Allow to give access to your data.