Site Admin Cheatsheet: Salesforce Integration

Business Science

• Integrate Einstein Discovery Predictions in Tableau
• Explore Predictions in Tableau with the Einstein Discovery Dashboard Extension
• Einstein Discovery: Pass Expressions with Analytics Extensions

Connect and Embed Salesforce Data

• Embed Tableau Views into Salesforce
• Create Salesforce Datasource
• Set Up OAuth for Salesforce CDP
• Github: Lightning Web Component for embedding Tableau into Salesforce
• Trailhead: Embed Tableau Visualizations in Salesforce

Authentication

• Configure SAML for Tableau Viz Lightning Web Component
• Configure SAML with Salesforce
• Salesforce Authentication