Salesforce Connector for Tableau How to Get Profiles

Introduction

In this article we will delve deeper into Salesforce and Tableau integration, and will learn how to get profiles. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

The first thing you have to do is open Query Builder:

ZappySys API Driver - Salesforce

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SalesforceDSN
Then simply select the Get Profiles endpoint (action).
Continue by configuring the Required parameters. You can also set optional parameters too.
Move on by hitting Preview Data button to preview the results.

If you see the results you need, simply copy the generated query:

Get Profiles

This Endpoint has no parameters.

SELECT * FROM Profiles

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

Use these SQL queries in your Tableau data source:

SELECT * FROM Profiles

get_profiles endpoint belongs to Profiles table(s), and can therefore be used via those table(s).

Open Tableau Desktop and click File > New.
To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used john):
Once connection is created for SQL Server we can read Salesforce data 3 different ways:
1. Query View which contains OPENQUERY to Linked Server for Salesforce data
2. Use direct SQL Query using OPENQUERY
3. Use Stored Procedure (Mostly useful to parameterize calls
See below example to pull data from Salesforce in Tableau using SQL View approach:
Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard: