Tutorial

Integrate Tableau Software

with Salesforce Topic 2: Embedded dashboard in generic Salesforce tab

TUTORIAL

Author: Mathieu Emanuelli

Tutorial

CONTENT

INTRODUCTION .................................................................................................................................3

About tableau ......................................................................................................................................... 3

Benefits/Value Delivered ........................................................................................................................ 3

IN TABLEAU .......................................................................................................................................3

Pre requisites .......................................................................................................................................... 3

Publish your view and dashboard ........................................................................................................... 3

Get the link ............................................................................................................................................. 4

IN SALESFORCE ..................................................................................................................................4

Create Visualforce page ......................................................................................................................... 4

Create a tab ............................................................................................................................................ 5

Add the tab to an App ............................................................................................................................ 5

Result ...................................................................................................................................................... 6

REFERENCE ........................................................................................................................................8

CONTACTS .........................................................................................................................................8

Deloitte Digital .......................................................................................... Error! Bookmark not defined.

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Executive Summary

A transaction process system (TPS) is an information processing system for business transactions involving the

collection, modification and retrieval of all transaction data. Business Intelligence is a concept that usually involves

the delivery and the integration of relevant and useful business information across an organization. It is therefore

natural to imagine how these two concepts could live together within an organization.

I used to work with several TPS with a preference for a packaged solution that genuinely – naturally provided a

combination of CRM capabilities and business intelligence capabilities. This product, released on the market by

Oracle came after its acquisition of Siebel. Oracle decided to propose a powerful package composed of CRM

product (leveraging Siebel strong industry knowledge), an ETL and one of their business intelligence solutions

already customized to provide the highest value to its customers (Oracle Business Answer). Cherry on the cake this

package was and is (still) a cloud-based solution!

After numerous Oracle CRM on Demand implementations, I understood how significant the value of business

Intelligence combined with a TPS is to many companies. I was lucky to see Salesforce growing up and I was, from

the very beginning, impressed by the positioning of this vendor on IT markets. Indeed, Salesforce may provide the

most advanced – CRM traditional “modules” (Sales, Service and Marketing). On top, they are built on such a

powerful platform that I do not think it exists, in all in 1 solution, an equivalent in any other vendor portfolio.

Salesforce allows companies to create their own TPS without worrying about hardware or infrastructure.

Because business intelligence solutions should get the ability to connect several data sources and should provide

great data visualization and because I am a big fan of cloud solutions I started to look into solutions that might be

integrated with Salesforce. I tried some connectors such as Qlikview for Salesforce (here) and I had the opportunity

to use Tableau. I have done several configurations to see how far this integration might go and I decided to share

my experience in a couple of tutorials.

The tutorial you are reading aims to demonstrate capabilities that can be covered by the integration of Tableau

and Salesforce.

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INTRODUCTION

ABOUT TABLEAU

Tableau is a business intelligence software that allows anyone to easily connect to data, then visualize and create

interactive, shareable dashboards.

Gartner named Tableau a leader in its Business Intelligence Magic Quadrant report for the fourth straight year. As

the gold standard for business intelligence, Tableau is a leader in empowering the entire enterprise with modern

analytics.

BENEFITS/VALUE DELIVERED

Benefits to get tableau connected to Salesforce will allow customers to leverage the power of a solution allowing to leverage a package transactional solution (Sales, service, and marketing) or our own transactional solution in the Cloud and an incredible way to visualize and play with data.

Customers can deploy a cost effective Business Intelligence solution that will improve the way your organization uses information, collaborates and makes decisions.

IN TABLEAU

PRE REQUISITES

Before you begin you need:

Access to Tableau. Download Tableau desktop

Access to Salesforce with enough rights. Then keep your username and password

Data Integration between tableau and Salesforce already done (Whitepaper – topic 1)

Get view and dashboard to embed

PUBLISH YOUR VIEW AND DASHBOARD

When you created your views and dashboard you have to publish them either on Tableau server or on Tableau

online.

To publish views and dashboard from Tableau Desktop to Tableau online:

Click on Server and then Publish Workbook:

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GET THE LINK

Now the view or dashboard is publish, go on Tableau online and copy the link of your dashboard:

IN SALESFORCE

CREATE VISUALFORCE PAGE

Go to setup, Visualforce page and copy the following code:

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<apex:page>

<apex:iframe

src="https://dub01.online.tableau.com/t/sfdctableau/views/Test_AIM/Dashboard1?:embed=y

&:showShareOptions=true&:display_count=no&:showVizHome=no"

height="1110px" width="100%x" scrolling="true"/>

</apex:page>

The yellow part is the pasted URL copying in Tableau online

CREATE A TAB

Click on setup, Apps and create a Visualforce tab:

Select the Visualforce page

Provide a Tab label

Provide a Tab Name

Select an icon

Enter a description

ADD THE TAB TO AN APP

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Select the app in which you would like to see the tab appear and add it :

Go to setup, App, select the app the tab should appear:

RESULT

On your application you can now see the Tableau view/dashboard embedded:

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REFERENCE

https://onlinehelp.tableau.com/current/pro/desktop/en-us/examples_salesforce.html

https://onlinehelp.tableau.com/current/pro/desktop/en-us/joining_tables.html

CONTACTS

Mathieu Emanuelli

Manager, Deloitte Digital Switzerland

memanuelli@deloitte.ch

Mobile +41 (0)79 948 69 96

Linkedin

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Author: Mathieu Emanuelli

Review: Caroline Ruegg