2 Replies Latest reply on Jun 19, 2018 4:41 AM by Elie Rahi

Global Filters for Salesforce Extracts

Elie Rahi Jun 18, 2018 5:12 PM

I would like to apply a global filter when doing an extract from Salesforce within Data Source. In some data sources I can see a filtering option in the top tight hand corner, but not for a Salesforce extract - am I missing something? Often times I have quite large extracts at around 100MB and I only need a very small subset of this. So a global filter would be most ideal here. Is there a workaround for this?

1. Re: Global Filters for Salesforce Extracts

Sebastian Sofariu Jun 19, 2018 4:33 AM (in response to Elie Rahi)

Hi Elie,

Tableau Desktop connector for Salesforce does not have built in a Global filter.
However a possible workaround on reducing the size of a Salesforce extract by filtering is documented in the article below.
Reducing the Size of a Salesforce Extract

To voice your support for the inclusion of this feature in a future product release, add your vote to the following Community Idea: Filter Data for Salesforce Extract

I hope this information helps.

Regards
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2. Re: Global Filters for Salesforce Extracts

Elie Rahi Jun 19, 2018 4:41 AM (in response to Sebastian Sofariu)

Hi Sebastian,

Thank you that was helpful. I did not realise you can hide fields at the data source to recuse the extract size
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Global Filters for Salesforce Extracts

1. Re: Global Filters for Salesforce Extracts

2. Re: Global Filters for Salesforce Extracts

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