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Build Salesforce Visualizations in Tableau Online

Use the CData Cloud Hub to create a virtual MySQL Database for Salesforce data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Salesforce data for visualizations, dashboards, and more. This article shows how to use a MySQL client to create a virtual database for Salesforce and build visualizations from Salesforce data in Tableau Online.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Salesforce, allowing you to easily build visualizations from live Salesforce data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc) directly to Salesforce, leveraging server-side processing to quickly return Salesforce data.

Create a Virtual MySQL Database for Salesforce Data

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

  1. Login to Cloud Hub and click Databases.
  2. Select "Salesforce" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Salesforce.

    There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

    If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

    SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to build visualizations in Tableau Online.

Visualize Live Salesforce Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Salesforce database in Cloud Hub and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the MySQL Connector from the data wizard and fill in the values for your Cloud Hub instance.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to Salesforce Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Salesforce data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Cloud Hub page.