---
schema_version: "1"
id: 64f4a7cfd0676661e696a38d38929045397e01e3ad3a2058c3352b2174a044df
title: Configure External Actions Workflow Integration
collection: tableau
version: next
locale: en-gb
portal_url: https://docs.salesforce.com/tableau/next/en-gb/server-linux/external_actions_admin.md
canonical_url: https://help.tableau.com/v0.0/server-linux/en-gb/external_actions_admin.htm
source_site: help.tableau.com
content_type: documentation
content_hash: b02800c4808ea94d55d6633f7440ace339e0ebedce8cae2578ddbd4c92996a73
description: Configure external action workflow integrations and site-level settings on Tableau Server.
---
[Skip to main content](#main-content)

# Configure External Actions Workflow Integration

**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](https://help.tableau.com/current/pro/desktop/en-gb/external_actions.htm).

## 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.

<table style="width: 100%;border-left-style: none;border-right-style: none;border-top-style: none;border-bottom-style: none;margin-left: 0;margin-right: auto;" class="table--plain"><colgroup><col><col><col></colgroup><thead><tr><th>Product</th><th>Editions</th><th>Site Roles and Permissions</th></tr></thead><tbody><tr><td>Tableau</td><td><a href="https://www.tableau.com/en-gb/products/cloud-bi" target="_blank">Tableau Cloud</a>, <a href="https://www.tableau.com/en-gb/products/desktop" target="_blank">Tableau Desktop</a> or <a href="https://www.tableau.com/en-gb/products/server" target="_blank">Tableau Server</a> versions 2022.3 or later</td><td><p><b>To create or edit a workflow:</b> <a href="https://help.tableau.com/current/blueprint/en-gb/bp_license_types.htm#tableau-creator" target="_blank">Creator</a> or <a href="https://help.tableau.com/current/blueprint/en-gb/bp_license_types.htm#tableau-explorer" target="_blank">Explorer</a> (can publish) site role, and permissions to edit and save workbooks (<a href="https://help.tableau.com/current/server-linux/en-gb/web_author_who.htm" target="_blank">Linux</a> | <a href="https://help.tableau.com/current/server/en-gb/web_author_who.htm" target="_blank">Windows</a>)</p><p><b>To send data</b>:&nbsp;Download Summary Data <img src="https://help.tableau.com/v0.0/server-linux/en-gb/Img/perms_downloadsumdata_icon.png" alt=""> permission capability</p><p><b>To use a workflow:</b> Any site role</p></td></tr><tr><td>Salesforce</td><td>Essentials, Professional, Enterprise, Performance, Unlimited or Developer edition (see <a href="https://help.salesforce.com/s/articleView?id=sf.overview_edition.htm&amp;type=5" target="_blank">Salesforce Editions</a>)</td><td><p><b>To create or edit a flow:</b><a href="https://help.salesforce.com/s/articleView?id=sf.retail_task_admin_permission_flow.htm&amp;type=5" target="_blank">Manage Flows permission</a></p><p><b>To use a flow:</b> <a href="https://help.salesforce.com/s/articleView?id=sf.retail_task_admin_permission_flow.htm&amp;type=5" target="_blank">Run Flows permission</a> or <a href="https://help.salesforce.com/s/articleView?id=sf.user_fields.htm&amp;type=5" target="_blank">Flow User setting on the user detail page</a> or <i>Override default behaviour and restrict access to enabled profiles or permission sets</i> setting in Flow node (See <a href="https://help.salesforce.com/s/articleView?id=sf.flow_distribute_security.htm&amp;type=5" target="_blank">How Does Flow Security Work?</a>)</p></td></tr></tbody></table>

## Deployment requirements for External Actions

To use the External Actions workflow extension, the Salesforce administrator must [create a connected app](https://help.salesforce.com/s/articleView?id=sf.connected_app_create.htm) 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](https://help.salesforce.com/s/articleView?id=sf.extend_code_cors.htm).

## 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](https://help.tableau.com/current/server/en-gb/tsm.htm) 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 is displayed 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 behaviour. If the changes don't require a restart, the changes are applied without a prompt. For more information, see [tsm pending-changes apply](https://help.tableau.com/current/server/en-gb/cli_pending-changes.htm#pending-changes-apply).

### Modify Site-Level Settings

For more information on how to customise site-level settings in Tableau Server, see [Site Settings Reference](https://help.tableau.com/current/server/en-gb/sites_add.htm).