4 Replies Latest reply on Jan 6, 2016 1:19 PM by kseniya strachnyi

    Tableau / Salesforce Refresh Crashing: Solution Identified!!!

    kseniya strachnyi

      Found a solution to a problem we've been having for the past few months with Tableau v9.0 - Issue was that when we wanted to refresh a report created with multiple data connections with Salesforce, it would load for a few minutes and then crash.

       

      The solution... Go to your already published report on the Tableau Server and hit refresh there, it takes about 1-2 minutes to fully refresh all extracts and you are able to immediately download the fully refreshed report to your desktop.

        • 1. Re: Tableau / Salesforce Refresh Crashing: Solution Identified!!!
          Toby Erkson

          Can you go into more depth?  The issue is vague and details will help others should they have the same problem.

          Here's some helper questions; they aren't meant to be answered -- just random questions that flashed in my head -- and you can use them to help further explain your post.

          What do you mean by "...refresh a report created with multiple data connections..."?  Refresh the viz (F5 in the browser) or refresh the extract it uses or ???

          What was happening before -- Scheduled extract?  Or manually refreshing in Tableau Desktop?  Or manually refreshing the viz in Tableau Server? or ???  Was each connection an Extract or were some Live? 

          With the solution, did you try refreshing on a schedule?

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          • 2. Re: Tableau / Salesforce Refresh Crashing: Solution Identified!!!
            kseniya strachnyi

            Hey Toby. Can definitely provide more detail.

             

            Refreshing a report that is connected to more than 10 different Salesforce tables that have inner and left joins. The issue I faced was that when i would refresh the data extract it was using it would load for 15 minutes and then time out saying "Tableau failed to create an extract. " then the workbook would completely crash unless you cancel out of the refresh and stayed with the old extract data. The issue was manually refreshing in Tableau Desktop. We tried refreshing as a weekly scheduled extract but it wouldn't refresh. The issue could've been caused by our Salesforce admin making schema changes to Salesforce. Each connection was an extract; not live. The solution is now working by refreshing on a weekly schedule. 

            • 3. Re: Tableau / Salesforce Refresh Crashing: Solution Identified!!!
              Toby Erkson

              Make sure you let your SalesForce admin know that they need to contact you ahead of time for any time they are going to be making changes.

               

              Just to clarify, the extract was failing with Tableau Desktop but was successful on Tableau Server, correct?

              • 4. Re: Tableau / Salesforce Refresh Crashing: Solution Identified!!!
                kseniya strachnyi

                Yes we've asked our Salesforce admin to notify of all planned schema changes. yes the extract was failing on the Desktop but luckily we are able to quickly refresh on Tableau Server.

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