Note: External Actions in Tableau rely on functionality provided by Salesforce Flow. The feature sends your selected data to Salesforce Flow, which runs on separate Salesforce infrastructure. Use of Salesforce Flow and other Salesforce products and services is subject to your agreement with Salesforce.
For more information on how to use External Actions, see Integrate External Actions.
Editions, site roles, and permissions requirements
To configure and use External Actions workflows, you and anyone who will be using workflows must have certain site roles and permissions in editions of Salesforce and Tableau that support External Actions.
| Product | Editions | Site Roles and Permissions |
|---|---|---|
| Tableau | Tableau Cloud, Tableau Desktop, or Tableau Server versions 2022.3 or later |
To create or edit a workflow: Creator or Explorer (can publish) site role, and permissions to edit and save workbooks (Linux | Windows) To send data: Download Summary Data To use a workflow: Any site role |
| Salesforce | Essentials, Professional, Enterprise, Performance, Unlimited, or Developer edition (see Salesforce Editions) |
To create or edit a flow: Manage Flows permission To use a flow: Run Flows permission or Flow User setting on the user detail page or Override default behavior and restrict access to enabled profiles or permission sets setting in Flow node (See How Does Flow Security Work?) |
permission capability
Deployment requirements for External Actions
To use the External Actions workflow extension, the Salesforce administrator must create a connected app in Salesforce for Tableau Server.
Also, the domain for the Tableau Server or Tableau Cloud site where the extension will be deployed must be added to the Salesforce Cross-Origin Resource Sharing (CORS) allowlist.
Turn External Actions On or Off
In Tableau 2022.3 and later, the Tableau External Actions feature is turned on by default. To turn off the feature, you can use the Tableau Services Manager (TSM) command line interface (CLI) or configure site-level settings.
Use the TSM CLI
Use the TSM CLI to set the value for the vizqlserver.workflow_objects_enabled configuration key to tsm configuration set -k vizqlserver.workflow_objects_enabled -v false.
After changing the configuration key value, be sure to apply the change using the tsm pending-changes apply command. If the pending changes require a server restart, the pending-changes apply command will display a prompt to let you know a restart will occur. This prompt displays even if the server is stopped, but in that case there's no restart. You can suppress the prompt using the --ignore-prompt option, but this option doesn't change the restart behavior. If the changes don't require a restart, the changes are applied without a prompt. For more information, see tsm pending-changes apply.
Modify Site-Level Settings
For more information on how to customize site-level settings in Tableau Server, see Site Settings Reference.