Tableau

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using JavaScript API

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. This is an example of how to use Tableau’s JavaScript API to display and filter a Tableau dashboard on record pages in Lightning Experience. Prerequisites Tableau Desktop: […]

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using Canvas

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. This is an example of how to use Salesforce Canvas to display and filter a Tableau dashboard on record pages in Lightning Experience. Prerequisites Tableau Desktop: you […]

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using an iframe

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we used Einstein Analytics to embed a dashboard on an Account record. There were a lot of advantages to that approach, but if […]

Salesforce, Tableau

Configure Single Sign-on (SSO) from Salesforce to Tableau Online

Tableau is one of the most popular data analysis and visualization tools on the market. Tableau Foundation provides generous donations to nonprofits. Tableau Online is a cloud solution for hosting and sharing Tableau visualizations. This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Tableau Online. […]

Microsoft, Qlik, Salesforce, Tableau

Embedded Analytics for Salesforce Applications

One exciting trend over the past several years has been an increase in integrating visualizations and content from analytic tools into web applications to deliver insights to users in the application where they need to take action on those insights. We are going to work with several leading analytics solutions […]