Quick summary
This demo walks you through the complete Salesforce Tableau integration process via AppExchange, from searching for the app to completing the package installation in your Salesforce sandbox or org. Each step covers the exact clicks and confirmations required to get Tableau installed and ready in your Salesforce environment.
Steps
- Go to Salesforce AppExchange and search for Tableau.
- Click the Get it Now button on the Tableau listing page.
- Select Try in your Sandbox to install in a sandbox environment.
- Verify your account information and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to enter your Salesforce domain.
- Add your custom domain name and click Continue.
- Choose who you are installing the app for and click Install.
- Grant Third Party Access and click Continue.
- Find your newly installed app under Settings > Advanced Setup > Installed Packages.
