The CData Tableau Connector for Salesforce CRM Analytics is built on top of a JDBC driver. This section discusses how to install the connector, set up a data source, and connect from Tableau.

Installing the Connector

Installing the Connector describes how to install the CData Tableau Connector for Salesforce CRM Analytics.

Connecting from Tableau

Configuring a Connection shows how to create a Salesforce CRM Analytics Data Source from Tableau's Connect To Server window.

Tableau Version Support

The connector supports Tableau Desktop 2020.1 or later and Tableau Prep 2020.4.1 or later. Versions between 2020.1 and 2020.3 of Tableau Desktop are supported via the legacy connector file (cdata.tableaucrm.legacy.taco) and versions 2020.3 and higher are supported using the modern connector file (cdata.tableaucrm.taco).

For older versions of Tableau, use the CData ODBC Driver for Salesforce CRM Analytics or the CData JDBC Driver for Salesforce CRM Analytics to connect.

Salesforce CRM Analytics Version Support

The connector models Salesforce CRM Analytics datasets and lenses as tables in a relational database, using the Salesforce CRM Analytics REST API.