Connect Tableau Desktop to Salesforce

Tableau is a data visualization tool that enables users to connect to various data sources, analyze data, and create interactive dashboards and reports. It supports both live connections and imported data for flexible analysis. You can use an ODBC driver to connect and load Salesforce data into Tableau Desktop.

To load Salesforce data:

1. Open Tableau Desktop.

2. On the Connect pane, under To a Server, select Other Databases (ODBC).

The Start page in Tableau Desktop

3. Specify your Data Source Name (DSN):

  • If you already have a DSN, select it under DSN, then click Connect.

The Other Databases (ODBC) dialog in Tableau Desktop

  • If you don’t have an existing DSN:

    1. Select Driver.
    2. Under Driver, select Devart ODBC Driver for Salesforce, then click Connect.
    3. In the Devart ODBC Driver for Salesforce Configuration dialog, enter your connection details.
    4. Click OK.

The Other Databases (ODBC) and Devart ODBC Driver for Salesforce Configuration dialogs

4. After the connection request is processed, click Sign In.

The Other Databases (ODBC) dialog with the active Sign In button

The Data Source page opens.

5. Drag tables from the left pane onto the canvas. Alternatively, double-click New Custom SQL to enter a custom query.

The Data Source page with the added connection

The table information appears on the canvas.

The Data Source page with the displayed table