A deep dive into tableau dashboard starters for salesforce


Can I Email my Salesforce tableau dashboard to an audience?

Senturus is well-versed in this type of architecture and can help if needed. If you want to regularly email your Salesforce Tableau dashboard to an audience, both Tableau Server and Tableau Online offer subscription capabilities. Users can be subscribed to the worksheet, dashboard or workbook on a daily, weekly or monthly basis.

What are Tableau dashboard starters?

Dashboard Starters are pre-designed dashboards, built to help you hit the ground running with actionable data in minutes. Start creating with Dashboard Starters today. Instead of starting a data visualization from scratch, simply provide your account credentials and Tableau automatically retrieves the relevant data to power your dashboards.

How do I download data from Salesforce to tableau?

Open the workbook in Tableau Desktop. Click on Data Source. When prompted to connect to Salesforce, enter your Salesforce cloud ID. a. From the top menu in Tableau Desktop go to Data – Opportunities – Extract – Refresh (Full).

What is the best reporting database for Salesforce tableau?

A reporting database that serves as a single source of the truth may be preferable. Senturus is well-versed in this type of architecture and can help if needed. If you want to regularly email your Salesforce Tableau dashboard to an audience, both Tableau Server and Tableau Online offer subscription capabilities.


How do I pull data from Salesforce to Tableau?

Start Tableau and under Connect, select Salesforce….Make the connection and set up the data sourceEnter your sign-in credentials for Salesforce.com.Select Log In.In the Allow Access dialog box, select Allow. If the connection is unsuccessful, verify that the authentication information is correct.

Can you integrate Tableau with Salesforce?

You can embed Tableau views from Tableau Server, Tableau Online, or Tableau Public. The Tableau Viz Lightning web component supports all versions of Tableau. Using the Tableau Viz Lightning web component, Salesforce administrators and developers can quickly integrate Tableau dashboard into Salesforce pages.

Can you pull a Salesforce report into Tableau?

To connect with Tableau, you will need to provide your Salesforce credentials such as username and password to sign in to your Salesforce account and load data to Tableau. Once you’ve signed in successfully, you will need to provide Tableau, access to your Salesforce data and your account.

What are 5 things that must be present in a good Tableau?

What makes an effective tableau?Focus – each member of the group should be focused on the moment. … Expectation – the audience should want to know what is going to happen next. … Levels – levels will help establish power in a scene. … Expression – use every part of the body to create the mood for your tableau.More items…

How do Tableau and Salesforce work together?

Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization. Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers.

Can Tableau push data to Salesforce?

Use Data Sync to pull Account record data from Salesforce into Tableau CRM, and the Tableau CRM Snowflake Connector to pull Order data from Snowflake. Then use a Data Prep Join node to associate the Order data to Account records and an output node to push the transformed data to Salesforce.

How do I connect Tableau sandbox to Salesforce?

How to connect to your Salesforce Sandbox environment with Tableau Online:Step 1: Sign in to Tableau Online.Step 2: Create New Workbook:Step 3: Connect to Salesforce.Step 4: Sign-in to Salesforce.Step 5: Create connections between tables.Step 6: Proceed to create visuals as you would in Tableau.

How do I refresh a dashboard in Tableau Salesforce?

Click Refresh to load the latest data into the dashboard. The data is as current as the date and time displayed after As of… at the top right corner of the dashboard.

Is Tableau a Salesforce company?

After acquiring Tableau Software last year through a transaction of $15.7 billion, Salesforce has now announced that Einstein Analytics will now be integrated with Tableau and it will be rebranded as Tableau CRM.

How do I make my dashboard look nice in Tableau?

Quick and Easy Tableau Dashboard TricksIncrease white space.Use a clear font hierarchy.Define distinct spaces.Streamline and smooth out visual layout.

How many visuals should be on a dashboard?

5-9 visualizationsEach dashboard should contain no more than 5-9 visualizations. Some dashboard designers feel the need to cram as many details as possible into their dashboard in an effort to provide a fuller picture.

How do I improve my dashboard in Tableau?

In our book, The Big Book of Dashboards, we show 28 different examples that succeed in data storytelling and delivering insights….7 tips and tricks from the dashboard expertsBe inspired like an artist. … Avoid clutter. … Use a grid layout. … Use the right fonts. … Simplify your use of color. … BANs. … Collaborate and iterate.

Is Tableau native to Salesforce?

CRM Analytics, the Tableau advanced analytics solution for CRM users, delivers on this need, and it’s native to the Salesforce platform—where teams spend most of their productive time.

Is Salesforce part of Tableau?

After acquiring Tableau Software last year through a transaction of $15.7 billion, Salesforce has now announced that Einstein Analytics will now be integrated with Tableau and it will be rebranded as Tableau CRM.

How do I access Tableau CRM in Salesforce?

How to Enable Tableau CRM in Salesforce. In Salesforce, go to Setup and search for Analytics and click Getting started. From here, enable Tableau CRM for your Org.

Why did Tableau sell to Salesforce?

“Salesforce’s acquisition of Tableau gives customers the ability to ensure that self-service and embedded decision support and augmentation is available to all executives, managers and front line employees.”

Can you look at Salesforce data in Tableau?

Pulling together a full data-rich picture requires the technical knowledge to correctly join data from Salesforce Opportunities, Accounts, Users, Contacts and Leads. In its release of Tableau Online 2018.1, Tableau introduced a clever solution to this problem, providing seven Dashboard “Starters” for Salesforce:

Does Dashboard Starter work with Tableau?

Dashboard Starters only work with Tableau extracts (they use Tableau’s Salesforce Cloud Connector). As a result, they take a while to open because they are building the extract (we experienced waits of 5-30 minutes). This data is static and must be refreshed periodically.

Can you use extract filters in tableau?

When opening Dashboard Starters, Tableau will build an extract using all of your Salesforce data. Unfortunately, you can’t use extract filters to limit the data retrieved to the most recent years. Many of the tables in Salesforce use the same column names (i.e. CreatedDate and ID).

Can you publish more than one dashboard in Salesforce?

If you are publishing more than one Salesforce Dashboard, each dashboard may require its own extract. For example, all of the “Opportunity” Dashboard Starters use Opportunities (Salesforce) as the data source but in reality, they all have different tables, and hidden fields.

Put smart analytics in your Salesforce CRM

Leverage the power of fully native analytics in your CRM workflows with Tableau CRM. Salesforce CRM users can work more efficiently, spot trends, predict outcomes, and get timely recommended next steps to take right where they work.

Visualize and explore Salesforce data in Tableau

Powerful connectivity to Salesforce CRM means easily visualizing the metrics that matter most to your business. Easy visual analysis means data can drive decisions at every phase of the pipeline: prospecting, lead management, pipeline coverage, account management, and more.

Additional resources

From quotas to pipeline, accelerate your analysis with shareable, actionable insights and a single source of truth.


When it comes to visual best practices, there aren’t any hard and fast rules, such as “do this and never do that.” There are, however, guidelines that make sense most of the time. When you really understand the concepts driving these guidelines, only then should you break them.


Now that we’ve got some basic concepts under our belt, let’s start to apply them. Our initial view was technically functional, but could use some big changes from a style perspective to help organize our dashboard visually and add consistency for our viewer.

How to use Dashboard Starters

Those with a Creator site role on a Tableau Online site can find the Dashboard Starters in the new Connect to Data dialog when creating a new workbook on the web.

Dashboard Starters available today

Today, we provide over a dozen Dashboard Starters for the following cloud applications:

Try Dashboard Starters on Tableau Online

Go to your Tableau Online site or create a Tableau Online trial to try out Dashboard Starters. Use these pre-built dashboards as springboards to see and understand your data faster than ever.


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