Server Admin Cheatsheet: Salesforce Integration

Looking for Tableau Server on Windows? See Server Admin Cheatsheet: Salesforce Integration.

Business Science

• Configure Einstein Discovery Integration
• 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
• Connect Tableau Server to Salesforce Data Cloud
• Github: Lightning Web Component for embedding Tableau into Salesforce
• Trailhead: Embed Tableau Visualizations in Salesforce

Authentication

• Change Salesforce.com OAuth to Saved Credentials
• Configure SAML with Salesforce IdP on Tableau Server
• Configure SAML for Tableau Viz Lightning Web Component