Getting the Dashboard Starters to work with your own Salesforce cloud data
Set the Dashboard Starter up for automatic refresh using Tableau Online or Tableau Server
Once the workbook is connected to your Salesforce cloud data, you may want to publish it and set it up for refresh. The best way to do this is in Tableau Server or Tableau Online. If you do not have Tableau Server or Tableau Online, you can manually refresh Dashboard Starters from Tableau Desktop by repeating step 4 in PART 1 above.
PART 3 (OPTIONAL)
Share the dashboards on a regular basis
PART 4 (Optional)
Embed a Tableau dashboard into Salesforce
If your sales team lives and breathes Salesforce, embedding Tableau visualizations directly into Salesforce might be an excellent option. That way your Salesreps never have to leave the Salesforce environment they are most familiar with. Embedding Tableau Dashboards in Salesforce also allows your sales team to see data from outside Salesforce.