2 Replies Latest reply on Dec 3, 2018 8:23 AM by Kelly Dwyer

    Salesforce Integration

    Kelly Dwyer
    Kelly Dwyer Dec 3, 2018 7:13 AM

      Hi. I'm undertaking my first attempt at a Tableau/Salesforce integration. I want to be sure it will do what I need it to do before I present it as an option to my client. I tried to set up a test with my Tableau account and free Developer org but it doesn't seem to allow me to refresh (where you would typically be able to schedule or push refresh in Tableau it is greyed out). I also tried with a live instance and had the same issue ... I *think* I might have to enable some of the API settings - Tableau instructions seem to allude to this but there is nothing specific about how to enable these.

       

      Has anyone done this who might be able to point me to some resources I could use? Thanks!

        • 1. Re: Salesforce Integration
          Sasha Hanna
          Sasha Hanna Dec 3, 2018 8:15 AM (in response to Kelly Dwyer)

          Hi Kelly,

          Did you set up a connection following these guidelines Salesforce - Tableau? Where you able to drag a table onto the canvas? Tableau only supports extracts so it will force you to create one and only once this is created will you be able to refresh.

          Cheers,

          Sasha

          • 2. Re: Salesforce Integration
            Kelly Dwyer
            Kelly Dwyer Dec 3, 2018 8:23 AM (in response to Sasha Hanna)

            Thanks for the reply!

             

            Yes, I did. It is all working fine in terms of my data is there, and I am able to create the visualizations I want. And it says, 'extract created (the date I created the workbook) -  I am just not able to refresh it ... the button for refresh is greyed out see screenshot below) and when I go to Data - > Refresh Datasource nothing seems to happen. Also everytime I close the workbook and reopen it and try to access the data, it tells me to log in to salesforce again which is another reason I think it's something to do with the API settings in Salesforce???

             

            Screenshot 2018-12-03 10.20.20.png