Mass Update Anything. The name says it all. This handy cross-platform utility makes bulk updating any updatable field on any type of records fast and easy. It's like a cross between Excel Connector and Apex Explorer that simplifies updating fields. Outlook Hotmail Connector enables you to use your Live Hotmail accounts within Outlook: Read and send your Office Live Mail/Windows Live Hotmail e-mail messages. Manage your contacts in Windows Live Hotmail.
Before you connect Before you begin, gather this connection information:. Salesforce user name and password Use this connector with Tableau Desktop on a Windows computer. Make the connection and set up the data source. Start Tableau and under Connect, select Salesforce. For a complete list of data connections, select Moreunder To a Server. Then do the following:.
Enter your user name and password for Salesforce.com. Select Log In. In the Allow Access dialog box, select Allow. If the connection is unsuccessful, verify that the authentication information is correct. If the connection continues to fail, your computer is having trouble locating the server or you may not have permission to access the data.
Contact your network administrator or Salesforce administrator. On the data source page, do the following:.
(Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to.
Select a standard connection or create your own custom connection. Under Standard Connection, you can select from a list of predefined queries, which represent commonly used objects, and drag it to the canvas. Or, under Table, you can select a single table, which includes any custom objects your company has created, and drag it to the canvas. Select the sheet tab to start your analysis. Refresh Salesforce data After you click the sheet tab, Tableau imports the data by creating an extract. Tableau Desktop supports only extracts for Salesforce. Note: The initial extract may take some time depending on the amount of data that is included.
After the initial extract, you can do a full or incremental refresh of the extract. Incremental refreshes for Salesforce data include any Salesforce object that has been added or changed since the last incremental refresh.
Results returned are limited to the previous 30 days. To refresh, select Data data source name Extract Refresh (Incremental) Refresh (Full).
Salesforce data source example Here is an example of a Salesforce data source: Use Dashboard Starters If you are connecting to your data through Tableau Online, you can use a Dashboard Starter to quickly build informative dashboard designs made specifically for key business metrics. For more information, see Use joins in Salesforce When you set up the data source on the data source page, when you drag a table to the canvas, the list of tables you can select from to join is filtered. You can create joins on any string fields and on fields that are constrained references between tables.
(Only left and inner joins are supported.) You can also add joins later. For more information, see. Cross-database join limitations with Salesforce Salesforce also supports combining tables from different databases using a cross-database join.
For more information, see the 'Combine tables from different databases' section in. When a Salesforce connection is included in a multi-connection data source, the data source won't support the following features:. Live connections. Extract filters. Incremental updates to the extract. Viewing your data in the data grid Troubleshoot Salesforce connections Tableau leverages the various force.com APIs to connect to Salesforce.com, Force.com, and Database.com data.
These services have some restrictions on the type of data and the amount of data that you can access at a given time. If you are having trouble connecting, the following list of common restrictions may help you find a solution.