Integrate Tableau Dashboards into Salesforce.

The Winter '24 Salesforce release introduced the Tableau View Lightning Web Component, which facilitates easy and rapid embedding of dashboards from Tableau Online or Tableau Server into Salesforce Lightning pages.

This feature is especially beneficial for sales teams and others who primarily work within Salesforce. It allows users to view and share insights directly within their Salesforce environment, eliminating the need to switch to a different tool or web interface and removing the requirement for additional sign-ins.

Activate the Viz Component and Configure Authentication

First, navigate to the Setup screen in Salesforce and search for "Tableau." Next, click on "Tableau Embedding" and check the box to enable the Tableau View Lightning Web Component.

Set Up a Connected App in Tableau Online

Next, go to Tableau Online, navigate to the Settings page, and select "Connect Apps." Then choose "New Connected App" and select "OAuth 2.0 Trust."

popup dialog will appear with two fields to fill in:

• Issuer URL
• JWKS URI

You can copy the text for these two fields from the previous Salesforce screen, where there are buttons provided for easy copying.

Copy and paste these values into the Tableau settings, then check the "Enable connected app" box.

Add the Viz Component to a Salesforce Lightning Page.

Now for the exciting part. Open the Salesforce app page where you want to embed your visualization—I'll be adding mine to the Sales page. Click the gear icon in the top-right corner and select "Edit Page."

In the page layout editor, search for "Tableau" in the left panel. Drag the Tableau View component from the left side into the desired location on the page (such as the top or any other preferred spot for your visualization).

As soon as you drop the component into place, a default visualization will load, and you'll see the link to that visualization on the right side.

You can then paste your own Tableau dashboard link into the component. To find this link, open your visualization on Tableau Online (or Tableau Server or Tableau Public), select "Share," and then choose "Copy Link."

Paste the link into the "URL for the Tableau view" text box, and your visualization should magically appear embedded within Salesforce.

Click "Save" and then use the back button in the top-left corner to view the final result.

Summary

There are additional settings available, such as adjusting the dashboard height and adding custom query parameters, which I haven't fully explored yet. I'll cover these aspects, along with other options, features, and use case ideas, in a separate post. It's exciting to see Salesforce providing a seamless embedding experience for Tableau analytics, and this feature is likely to be widely utilized.