Now Available: Salesforce Canvas Documentation for Embedding Tableau
The zip file has a number of useful docs, including the dashboards shown in this video and the visual force pages used to embed them.
There's also a new community space that you can use for questions and feedback. We'd love to hear what you think of the solution.
One of the common questions we get is, why use Salesforce Canvas instead of the simpler solution, an iframe? Two reasons:
- Salesforce Canvas enforces https security, so your CRM data stays secure
- Canvas enables passing parameters, like account ID and opportunity ID
Using Canvas, you can get any data out in interactive dashboards right inside Salesforce, even if it isn't Salesforce data. Tableau connects to multiple data sources and allows you to blend data together from different sources, so you could use Canvas to show your sales team Salesforce data blended with demographics, or with product data.