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For more information, see Join Your Data. (Only left and inner joins are supported.) You can also add joins later. You can create joins on any string fields and on fields that are constrained references between tables. When you set up the data source on the data source page, when you drag a table to the canvas, the list of tables you can select from to join is filtered. For more information, see Use Accelerators to Quickly Visualize Data. You can use an Accelerator to quickly build informative dashboard designs made specifically for key business metrics on Tableau Desktop and Tableau Cloud. To refresh, select Data> Extract> Refresh (Incremental) | Refresh (Full). Results returned are limited to the previous 30 days. Incremental refreshes for Salesforce data include any Salesforce object that has been added or changed since the last incremental refresh.

Note: The initial extract may take some time depending on the amount of data that is included.Īfter the initial extract, you can do a full or incremental refresh of the extract. Tableau Desktop supports only extracts for Salesforce. SELECT AccountRep, Department, CostCode from Orgįor more information, see Connect to a Custom SQL Query.Īfter you click the sheet tab, Tableau imports the data by creating an extract.

If you want to select a subset of columns to work with, double-click New Custom SQL and use this syntax:įor example, to work with three columns from the Org table - Account Rep, Department, and Cost Code - you could type: Select the sheet tab to start your analysis.īeginning with Tableau Desktop versions 2020.1, you can work with a subset of columns. Or, under Table, you can select a single table, which includes any custom objects your company has created, and drag it to the canvas. Under Standard Connection, you can select from a list of predefined queries, which represent commonly used objects, and drag it to the canvas. Select a standard connection or create your own custom connection. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to. (Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. On the data source page, do the following: Contact your network administrator or Salesforce administrator. If the connection continues to fail, your computer is having trouble locating the server or you may not have permission to access the data. If the connection is unsuccessful, verify that the authentication information is correct. In the Allow Access dialog box, select Allow. Then do the following:Įnter your sign-in credentials for. For a complete list of data connections, select More under To a Server. Start Tableau and under Connect, select Salesforce. Make the connection and set up the data source

The option to use your own OAuth clientįrees you from being tied to Tableau release cycles and Tableau’s OAuth client rotation schedule.įor information on how to configure your own OAuth client see, Configure Custom OAuth for a site. You can fully control your OAuth configuration according to your own Recommendation Setup a custom OAuth Client to use your company's IT policies For information about what is supported by Tableau Prep Builder, see Connect to Salesforce data (Link opens in a new window) in the Tableau Prep Builder help.īefore you begin, gather this connection information:Ĭredentials for signing in to using OAuth However, not all connector options described in this article are supported. Tableau Prep Builder version 2020.2.1 supports connecting to data.

Signing in with username and password is not an available option.

Beginning with Tableau Desktop version 2020.4, OAuth is used for all sign-ins. This article describes how to connect Tableau to data and set up a data source.

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