Introduction

In this article we will delve deeper into Salesforce and Tableau integration, and will learn how to test connection. 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.

Use Query Builder to generate SQL query

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

   

   ZappySys API Driver - Salesforce

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   SalesforceDSN

   

2. Then simply select the Test Connection endpoint (action).

3. Continue by configuring the Required parameters. You can also set optional parameters too.

4. Move on by hitting Preview Data button to preview the results.

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

   Test Connection

   This Endpoint has no parameters.

   SELECT * FROM test_connection

   

6. That's it! You can use this query in Tableau.

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.

SQL query examples

Use these SQL queries in your Tableau data source:

How to Test connection

SELECT * FROM test_connection

Test Connection in Tableau

1. Open Tableau Desktop and click File > New.

2. To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used john):

   

3. 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

4. See below example to pull data from Salesforce in Tableau using SQL View approach:

   

5. Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard:

   

More actions supported by Salesforce Connector

Learn how to perform other actions directly in Tableau with these how-to guides:

• Get Beta Report
• Get Profiles
• Get Report
• Make Generic API Request
• Make Generic API Request (Bulk Write)

More integrations