The Tableau Viz Lightning web component makes it incredibly easy for any user to integrate Tableau visualizations right into Salesforce pages.
- Simply copy and paste the embedded URL of your viz; you can even personalize the look & feel of the viz
- Stay in the flow of your work by using the in-context filtering on record pages
- Define your own filter based on the information on a record page
Once installed, drag and drop the Tableau Viz Lightning web component in any Salesforce page, and paste the embedded URL of any Tableau viz. You can embed visualizations from Tableau Online, Tableau Server or Tableau Public. The embedded visualization will follow the Tableau permissions set up.
Control the look & feel of the viz by changing the height, tabs and toolbar options. Stay in your CRM workflow by using the in-context filtering options on the record pages to filter the viz for the specific record you are looking at. You can also set up advanced filtering based on the information on the record page.
For more information on how to configure the Tableau Viz LWC, check out our documentation
We also recommend that you check out Tableau CRM, a native, CRM-embedded analytics solution that provides actionable insights and AI-based predictions for CRM users, allowing them to make smarter decisions and be more productive while staying in their CRM workflow. Visit this page to learn more about Tableau and Tableau CRM, the two powerful solutions in Salesforce’s Customer 360 Analytics portfolio.