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Connect Salesforce to Tableau
Technical Integration Guide & Cost Analysis
Integration Status
Salesforce offers a native integration with Tableau. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Salesforce Tableau Integration Overview
Automate Salesforce data to Tableau for real-time insights. Eliminate manual data entry and sync customer information seamlessly.
Primary Use Case
Sync customer information from Salesforce to Tableau for real-time sales analytics and customer insights.
medium
30 minutes
Frequently Asked Questions
How do I connect Salesforce to Tableau? ▼
There's no native integration. To connect them, you will need a middleware tool like Make or n8n.
Is the connection between Salesforce and Tableau secure? ▼
Yes. This integration typically uses OAuth 2.0, meaning you grant permission via a secure login window. You do not need to share your raw password, and you can revoke access at any time from your Salesforce security settings.
Is the sync one-way or two-way? ▼
This is typically a one-way sync: Salesforce → Tableau. Changes in Tableau do not sync back to Salesforce.
Will existing data in Salesforce sync to Tableau? ▼
Usually, no. Most native integrations are "forward-looking," meaning they only sync data created or updated *after* you activate the connection. To move historical data, you will likely need to perform a one-time CSV export/import manually.
Can I sync custom fields? ▼
Native integration is limited to standard fields. For custom field mapping, use an automation tool.
Can I add approval steps before syncing? ▼
Native integrations can't do this. For workflows that need human review (e.g., "Manager must approve before creating invoice"), use Relay.app.