Embedding Tableau in Salesforce
This is perhaps my shortest and laziest post, but as they say, sharing is caring :)
I’ve recorded a couple videos explaining the process for embedding a simple Tableau view in Salesforce using VisualForce page component.
The first shows the process of creating a VF component and embedding Tableau into a Salesforce page:
IMPORTANT: As of 2021, there’s a much easier way to embed in Salesfore, that leverages a purpose-built LWC — Lightning Web Component. This is installed by default on any new Salesforce Org.
And of course, this wouldn’t be complete if we had not shown how Tableau would look embedded in Salesforce Community Cloud, how to implement RLS (Row-Level Security) and how to leverage Salesforce Identity as the SAML IdP for Tableau Online or Tableau Server, to provide a SSO (Single Sign-on) experience:
Let me know what thoughts and what you’d like to see in a future post :)