How to connect salesforce to Tableau Prep

Once we created an account in salesforce, we can connect our salesforce account to Tableau Prep and then we can easily view or clean the tables in our salesforce account. This can be done easily with just 3 steps!

1. Open your Tableau Prep, then click on "Connect to Data",
2. A pane will pop out on the right, search for salesforce.
3. When we click it a login window will pop out automatically in your browser, just login using your username and password and that's it!

You are now then connected your salesforce account to the Tableau Prep! View the following gif to see it in action!

If you want to connect salesforce account in your Tableau Desktop, the steps are basically the same.

Author:
Jia Yan Ng
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