How to Connect Salesforce to Tableau

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Here’s a step-by-step tutorial on how to connect Salesforce to Tableau:

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1. Go to Salesforce AppExchange.
2. Search for “Tableau”.
3. Upon finding it, tap Try It Free.
4. From the dropdown, pick Try in your sandbox.
5. Once account details appear, verify them and select Continue to Installation.
6. Get started by clicking Login & Install.
7. Look for and select Use Custom Domain.
8. Type in your custom domain and tap Continue.
9. Choose your installation scope and click Install.
10. Give permission for Third Party Access, then hit Continue.
11. You'll find installed packages within Settings > Advanced Setup > Installed Packages.