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1. Re: Salesforce Integration
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
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2. Re: Salesforce Integration
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???