Edit and Search External Tableau CRM Analytics Objects in Salesforce Connect

CData Connect Cloud, enables you to access Tableau CRM Analytics data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce Mobile App. In this article, you will use CData Connect Cloud and Salesforce Connect to access external Tableau CRM Analytics objects alongside standard Salesforce objects.

Connect to Tableau CRM Analytics from Salesforce

To work with live Tableau CRM Analytics data in Salesforce Connect, we need to connect to Tableau CRM Analytics from Connect Cloud, provide user access to the connection, and create OData endpoints for the Tableau CRM Analytics data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Tableau CRM Analytics through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Tableau CRM Analytics from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Tableau CRM Analytics" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Tableau CRM Analytics.

   Tableau CRM Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Tableau CRM Analytics Connection page and update the User-based permissions.

Add Tableau CRM Analytics OData Endpoints in Connect Cloud

After connecting to Tableau CRM Analytics, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Tableau CRM Analytics connection (e.g. TableauCRM1) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Tableau CRM Analytics data from Salesforce Connect.

Connect to Tableau CRM Analytics Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect Cloud.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click Now External Data Sources.
3. Enter values for the following properties:
   • External Data Sources: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".
   • URL: Enter the URL to the OData endpoint of Connect Cloud: https://cloud.cdata.com/api/odata/service
4. Select the Writable External Objects option.
5. Select JSON in the Format menu.
6. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access Connect Cloud, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter a CData Connect Cloud username (e.g. user@mydomain.com.
   • Password: Enter the user's PAT.

Synchronize Tableau CRM Analytics Objects

After you have created the external data source, follow the steps below to create Tableau CRM Analytics external objects that reflect any changes in the data source. You will synchronize the definitions for the Tableau CRM Analytics external objects with the definitions for Tableau CRM Analytics tables.

1. Click the link for the external data source you created.
2. Click Validate and Scan.
3. Select the Tableau CRM Analytics tables you want to work with as external objects.

Access Tableau CRM Analytics Data as Salesforce Objects

After adding Tableau CRM Analytics data as an external data source and syncing Tableau CRM Analytics tables as external objects, you can use the external Tableau CRM Analytics objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

• Create reports of external objects:

• Create, update, and delete Tableau CRM Analytics objects from the Salesforce dashboard:

Simplified Access to Tableau CRM Analytics Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Tableau CRM Analytics data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Salesforce, refer to our Connect Cloud page.