Aug 7, 2022
Conclusion-Integration, Authentication, and Tableau Viz LWC
It is important to note that Tableau-connected apps and Salesforce-connected apps are different and offer distinct functionalities. Currently, Tableau connected apps are intended for embedding Tableau views and metrics in external applications and authorizing access to the Tableau REST API.
Generally, you should not use a Connected App with Salesforce. The one exception might be if you are planning to use the same app across several target systems that need to embed information from Tableau and should be managed in a consistent way. You would just be creating more trouble for yourself.
Finally, there is the option of embedding Tableau Dashboard as a canvas app using the Sparkler framework. This used to be the preferred way of embedding Tableau Dashboards into Salesforce, but it has now been superseded by the Tableau Viz LWC Component. The setup for this option is very complex. It involves a Java-based application, Sparkler, which can be used to embed Tableau dashboards in Salesforce using Salesforce’s canvas framework.
To set up Sparkler, you must download the adapter, create a virtual machine to run it, install Java 8, install Tomcat, enable HTTPS for Tomcat, install Sparkler, configure secure communication between Sparkler and Tableau Online, and configure a connection between Salesforce and Sparkler.
Finally, you must embed and filter the dashboard on a record in Lightning Experience by creating a new Visualforce page and customizing the record page. All in all, not something you want to do, given other options. However, you should know it as you could see it in a legacy environment.
In this chapter, we have provided a comprehensive guide on integrating Tableau with Salesforce using the Tableau Viz LWC component. You have learned the purpose and benefits of this integration, as well as the process of installing and configuring the Tableau Viz LWC component for seamless integration in Salesforce.
Furthermore, we have delved into advanced usage techniques, including the creation of custom visualizations and modifying the component’s settings. We have also covered the implementation of Single Sign-On (SSO) between Salesforce and Tableau to streamline the authentication process and enhance security.
Additionally, we have explored alternative methods for connecting Salesforce and Tableau dashboards, such as direct connections and third-party integration tools. With the knowledge gained from this chapter, you are now well-equipped to enhance your CRM analytics in Salesforce using the Tableau Viz LWC component and make more data-driven decisions to drive business success.
In the next chapter, we will dive deeper into how you can combine Tableau with CRM Analytics to create game-changing analytical use cases.
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