Salesforce is a great system. We use it extensively at Tableau. But, the standard Salesforce way of looking at things is as a giant list of objects. Sorted, if you're lucky.

But that doesn't give people insight that can help them make better decisions at every point in their day. What if salespeople could get a visual read on their entire pipeline and prioritize calls accordingly? What if your sales managers took their pipeline review time from hours per weeks to a few minutes, using well-designed and interactive dashboards?

Salesforce Canvas lets you embed interactive visualizations in Salesforce pages. This means you can see an opportunity in the context of all opportunities, or see thousands of activities in an account in a single view. Or blend your Salesforce data with data from other sources and present both to your users, right inside Salesforce.

To see how it works, watch this video of a solution that combines Salesforce1, the mobile app for Salesforce, together with Salesforce Canvas and embedded dashboards from Tableau. You can refresh your data in specified intervals. There are also options available for real-time data refresh.

In addition to the Canvas connector toolkit, we have more news to share:

  • The Salesforce Canvas toolkit is an officially supported component. Note that Tableau Support can provide help for the components that are part of the toolkit, but cannot answer general integration and development questions that are specific to your environment.
  • For help with your specific environment, Tableau's crack Professional Services team is trained on the Salesforce Canvas toolkit and can provide engagements to enable or debug it.
  • A new, more robust set of documentation for the Salesforce Canvas toolkit is available.

This toolkit works with both Tableau Server and Tableau Online, using SAML for single sign-on authentication.

Live analytics right inside Salesforce. Because who doesn't want to be smarter?

Commentaires

It seems like SFDC will be retiring Canvas as customers move to their new Lightning platform for multiple use cases. Will these resources be applicable with Lightning or a similar integration method?

https://help.salesforce.com/HTViewHelpDoc?id=aura_bundles_view.htm&language=en_US

Hi Derek,

Lightning is in early beta and it seems Lightning is mobile focused and does not work with Visualforce. I believe they will support both Canvas and Lightning and we will absolutely look into leveraging Lightning based on customer demand.

Right now, according to Salesforce's blog, if you do enable Lightning, it will break Canvas. However, they plan on fixing this by production release.

Would you mind to share the full dashboard (with access to datasets) to be opened by Tableau Public free account?

I would love to learn about it (I am in this step of learning) using this dashboard!!! Would you mind doing this for me?

Thank you!

HA

Does this version of the canvas adapter not use Heroku as part of the integration between Tableau and SFDC as the last version did?

Yes, it should. Of course, you will need to license Heroku through Salesforce to enable that part. Let us know if you have trouble.

Is there any documentation on how to upgrade to the new sparkler application on Heroku? We currently have analytics embedded on Salesforce through Heroku using the beta version of Sparkler 0.0.4, but the new documentation does not say how to upgrade in this regard.

After checking with some of the folks who've written Sparkler, here's the situation: Sparkler is written to work with Heroku but that would add a lot of complexity to the documentation. We've focused on the Tomcat implementation, which is the supported version of the code and has the added benefit of being free. So theoretically you could implement on Heroku, but you'd need a working knowledge of Git and Maven and would need to work through all the implementation details.

This is really interesting! My sales managers would love this! I am the SFDC Admin and our Business Solutions team just purchased Tableau. Our Tableau instance is not on a DMZ. Can this integration work if this is the case? Can Heroku or Salesforce get to the data?

Does the Sparkler SSO setup work with the Tableau Server through SAML? According to the latest documentation, it refers to using Tableau Online for SAML SSO. Is that still true? Can we use this instead of trusted ticket if the SAML SSO is already setup?

Has anyone tried installing the connector with the winter 16' release?

Do you have to buy Tableau licenses for each Salesforce user?


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