Goal: Tableau Embedded Into Salesforce With Single Sign-On (SSO)

Embed Tableau dashboards into standalone pages in Salesforce:

Tableau Dashboard Embedded in Salesforce

Or embed filtered Tableau dashboards directly into existing Salesforce workflows and pages:

Tableau visual embedded in Salesforce workflows and pages

Prerequisites

Zuar Portal

Zuar Portals serve as the glue between Salesforce and Tableau. They enable a secure, single sign-on experience for end users in Salesforce.

If you do not have a Zuar Portal, please let us know and we can instantly spin up a free trial for you.

Salesforce

Access to a Salesforce admin account is necessary.

Zuar Portal embedding works with both Salesforce Lightning Experience and Salesforce Classic, however we will be detailing instructions for Salesforce Lightning.

Tableau Server / Tableau Online

  1. Tableau Server / Tableau Online account. If you do not have a Tableau Server / Tableau Online account, let us know. We're certified tableau resellers, so we can set you up with a trial.
  2. You'll also need Tableau dashboard content that's published, for you to use for embedded analytics. For testing, you can use any dashboard published to Tableau Server / Tableau Online.

Overview of Steps

This blog post links out to other content, so use this main post as your overall guide during the process.

  1. Create a Salesforce Connected App using Zuar Portal information
  2. (Tableau Server only) Add the Zuar Portal as a trusted host on Tableau Server
  3. Embed Tableau into Salesforce using Visualforce

Conclusion

If you would like help embedding Tableau into Salesforce, or would like to see Zuar Rapid Portal in action, please contact us.

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