Jul 19, 2021
Configuring and using the Tableau Viz LWC component – Integration, Authentication, and Tableau Viz LWC-1
Before we start to play around with the features of the Tableau Viz component, let us check that it is set up correctly. We can do that by simply adding it to an appropriate page and referencing a default dashboard from Tableau Public.
To add the Tableau Viz component to your sales home page, follow these steps:
- Open the App Launcher and click on the Sales app, as shown in the Figure 7.3:
Figure 7.3: App Launcher in Salesforce
- Now click on the gear icon in the upper right-hand corner and select Edit Page, as shown below in Figure 7.4.
Figure 7.4: Edit Page option in Sales app
- From the component list on the left, drag the Tableau Visualization component to the right-hand column, as shown in the following screenshot:
Figure 7.5: Dragging Tableau Visualization components
- This should result in a default dashboard being loaded, as in the following screenshot:
Figure 7.6: Default dashboard loaded
- You can now save and activate the page by using the org default. This is shown in Figure 7.7:
Figure 7.7: Saving and activating edited page
- You can now go back to the Sales Home Page, which should look something like the following screenshot:
Figure 7.8: Updated Sales Home Page
It is worth noting that the Tableau Viz LWC component has limited functionality on the Salesforce side and that most of the power and versatility of the component comes from the interactivity you build in Tableau. However, bringing this into Salesforce and making it part of the end-user context as they do their day-to-day work is incredibly powerful.
In our previous example, we simply accepted the out-of-the-box visualization that is included for demonstration purposes, but we can bring in any visualization we like.
Let us pick another one to demonstrate the basic capabilities of the component. This will show you how to add any visualization from Tableau Public to your Salesforce environment, a very useful function when you are learning how to use the tools and do not always have access to a commercial version.