Tableau Connector for Zoho CRM

Build 22.0.8479

OAuth 認証の使用

OAuth requires the authenticating user to interact with Zoho CRM using the browser. The connector facilitates this in various ways as described below.

Embedded Credentials

See 埋め込みクレデンシャル to connect with the connector's embedded credentials and skip creating a custom OAuth app.

Custom Credentials

Instead of connecting with the connector's embedded credentials, you can register an app to obtain the OAuthClientId and OAuthClientSecret.

When to Create a Custom OAuth App

Creating a custom OAuth app is optional as the connector is already registered with Zoho CRM and you can connect with its embedded credentials. You might want to create a custom OAuth app to change the information displayed when users log into the Zoho CRM OAuth endpoint to grant permissions to the connector.

Creating a Custom OAuth App

See カスタムOAuth アプリの作成 for a procedure.

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Build 22.0.8479