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Connect Tableau to Salesforce
Technical Integration Guide & Cost Analysis
Integration Status
Tableau offers a native integration with Salesforce. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Tableau Salesforce Integration Overview
Connect Tableau to Salesforce with seamless data integration. Automate sales data sync and eliminate manual entry for unified customer insights.
Primary Use Case
Sync Salesforce sales data to Tableau for unified customer insights and data-driven decision-making.
medium
30 minutes
Frequently Asked Questions
How do I connect Tableau to Salesforce? ▼
There's no native integration. To connect them, you will need a middleware tool like Make or n8n.
Is the connection between Tableau and Salesforce 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 Tableau security settings.
Is the sync one-way or two-way? ▼
This is typically a one-way sync: Tableau → Salesforce. Changes in Salesforce do not sync back to Tableau.
Will existing data in Tableau sync to Salesforce? ▼
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.