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Templates can give a jump-start on your sales analytics. You can use them as-is, or modify them in Tableau Desktop to fit your business. You can also add custom objects or blend other data with Salesforce data directly in Tableau.
These templates provide pre-built dashboards for your Salesforce data. They use standard Salesforce objects and are not bound geographically. When opening the workbooks you'll be prompted for your SFDC account credentials, the native Tableau to SFDC connector will then update the workbooks with your data.
This package contains dashboards for Accounts, Opportunities, and Leads, with a variety of visualizations that you can explore.
If any worksheets appear blank, navigate to the worksheet. Replace reference fields by right clicking on the fields with red exclamation marks as necessary.
You can update your Salesforce data on a schedule with this method.
This method is for people who do not have Tableau Server or Tableau Online.
You can share these templates using Tableau Server or Tableau Online. If you have followed the steps above, publishing the templates will mean others can access them and see data as it is updated on the schedule you established.