Creating a dataset from Salesforce – Learn more

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Salesforce data can be easily accessed and used in Tableau to create powerful visualizations. In this article, we will show you how to connect to Salesforce data and create a dataset from it in Tableau.

Contents

There are two ways to connect to Salesforce data in Tableau:

  1. Use the Salesforce connector that is built into Tableau.
  2. Use the ODBC driver for Salesforce.

The first method is the recommended way as it is simpler and does not require any additional configuration. However, if you are using an older version of Tableau, you may need to use the second method.

Let’s take a look at how to connect to Salesforce data using both methods.

Method 1: Use the Salesforce connector that is built into Tableau

  1. Open Tableau and select ‘Salesforce’ as the data source:
  2. Enter your Salesforce username and password:
  3. Select the data you want to connect to and click ‘OK’:
  4. Your Salesforce data will now be accessible in Tableau:

Method 2: Use the ODBC driver for Salesforce

  1. Download and install the ODBC driver for Salesforce from here:
  2. Configure the ODBC driver by entering your Salesforce username and password:
  3. Open Tableau and select ‘ODBC’ as the data source:
  4. Select the Salesforce ODBC driver that you configured earlier and click ‘OK’:
  5. Select the data you want to connect to and click ‘OK’:
  6. Your Salesforce data will now be accessible in Tableau:

Creating a dataset from Salesforce data

Once you have connected to your Salesforce data, you can begin creating datasets. To do this, simply drag and drop the fields you want to include in your dataset onto the ‘Data Source’ pane:

You can then use these datasets to create powerful visualizations in Tableau. For example, you could create a bar chart to show the sales totals for each salesperson:

Or a pie chart to show the proportion of sales made by each salesperson:

There are many different ways that you can visualize your Salesforce data in Tableau. Experiment with different visualization types to see what works best for your data.

Tableau is a powerful tool that can help you to make sense of your Salesforce data. By connecting to Salesforce and creating datasets, you can begin to unlock the insights hidden in your data.

FAQs:

1. How do I connect to Salesforce data in Tableau?

There are two ways to connect to Salesforce data in Tableau:

  1. Use the Salesforce connector that is built into Tableau.

2. Use the ODBC driver for Salesforce.

The first method is the recommended way as it is simpler and does not require any additional configuration. However, if you are using an older version of Tableau, you may need to use the second method.

2. How do I create a dataset from Salesforce data?

To create a dataset from Salesforce data, simply drag and drop the fields you want to include in your dataset onto the ‘Data Source’ pane in Tableau.

3. How can I visualize my Salesforce data in Tableau?

There are many different ways that you can visualize your Salesforce data in Tableau. Experiment with different visualization types to see what works best for your data.

4. What are some of the insights that I can gain from my Salesforce data?

Salesforce data can be used to gain insights into a variety of topics, such as sales totals, customer behavior, and product popularity. By connecting to Salesforce and creating datasets, you can begin to unlock the insights hidden in your data.

5. How do I connect to Salesforce data in Tableau?

There are two ways to connect to Salesforce data in Tableau:

  1. Use the Salesforce connector that is built into Tableau.
  2. Use the ODBC driver for Salesforce.

The first method is the recommended way as it is simpler and does not require any additional configuration. However, if you are using an older version of Tableau, you may need to use the second method.

6. How do I create a dataset from Salesforce data?

To create a dataset from Salesforce data, simply drag and drop the fields you want to include in your dataset onto the ‘Data Source’ pane in Tableau.

Conclusion:

A tableau is a powerful tool that can help you to make sense of your Salesforce data. By connecting to Salesforce and creating datasets, you can begin to unlock the insights hidden in your data. Try out some of the methods described in this article to get started.

 

About jordonsmith smith

I am david warner games journalist with 15 years' experience, beginning my career on Edge magazine before working for a wide range of outlets, including Ars Technica, Eurogamer, GamesRadar Gamespot, the Guardian, IGN, the New Statesman, Polygon, and Vice. I was the editor of Kotaku UK, the UK arm of Kotaku, for three years before joining PC Gamer.

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