Build Salesforce Marketing Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Salesforce Marketing data for visualizations, dashboards, and more. This article shows how to connect to Salesforce Marketing and build visualizations from Salesforce Marketing data in Tableau Cloud.

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

Configure Salesforce Marketing Connectivity for Tableau Online

Connectivity to Salesforce Marketing from Tableau Online is made possible through CData Connect Cloud. To work with Salesforce Marketing data from Tableau Online, we start by creating and configuring a Salesforce Marketing connection.

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

   Authenticating to the Salesforce Marketing Cloud APIs

   Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

   Connecting to the Salesforce Marketing Cloud APIs

   By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

   The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

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

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.

With the connection configured, you are ready to connect to Salesforce Marketing data from Tableau Cloud.

Visualize Live Salesforce Marketing Data in Tableau Cloud

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

1. Log into Tableau Cloud, select a account, and create a new workbook.
2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
   • Set Server to tds.cdata.com,14333
   • Set Database to the Salesforce Marketing connection you created (e.g. SFMarketingCloud1)
   • Set Username to your Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to a PAT for the above user
   • Check the Require SSL checkbox
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).
4. Select Dimensions and Measures and configure your visualization.

Real-Time Access to Salesforce Marketing Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Salesforce Marketing data from your Tableau Cloud 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 live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Cloud page.