Embedding Tableau in Salesforce Dashboards: A How-To Primer with Demos
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The document provides a comprehensive guide on embedding Tableau visualizations into Salesforce dashboards, including an overview of techniques to access Salesforce data, installation of Tableau Sparkler, and best practices for configuration. It highlights the advantages of using Tableau Sparkler for integrating analytics directly within the Salesforce platform and outlines potential challenges and caveats in the implementation process. The document also includes information on additional resources and support from the Senturus team.
Embedding Tableau in Salesforce Dashboards: A How-To Primer with Demos
- 1. A How-to Primer with Demos EMBEDDING TABLEAU IN SALESFORCE DASHBOARDS
- 2. • Introductions • Accessing Salesforce Data from Tableau • Overview of Tableau Sparkler • Demo • Installation • Challenges/Caveats • Senturus Overview • Q&A Agenda 2©2018 Senturus, Inc. All rights reserved.
- 3. Presenters Michael Weinhauer Practice Area Director / Solutions Architect Senturus, Inc. Jim Frazier VP of Client Solutions Senturus, Inc. ©2018 Senturus, Inc. All rights reserved. 3
- 4. Hundreds of Free Resources www.senturus.com/resources/ ©2018 Senturus, Inc. All rights reserved. 4
- 5. This slide deck is from the webinar: Embedding Tableau in Salesforce Dashboards To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/embedding- tableau-in-salesforce-dashboards/ Hear the Recording ©2018 Senturus, Inc. All rights reserved. 5
- 7. Accessing Salesforce Data 7 Use Salesforce integrated reporting (no Tableau) ©2018 Senturus, Inc. All rights reserved.
- 8. Accessing Salesforce Data from Tableau 1. Manually extract data from Salesforce into flat files, pull into Tableau 2. Utilize Tableau’s direct connections to Salesforce cloud 8 3. Connect Tableau to a replica database of Salesforce data that you control ©2018 Senturus, Inc. All rights reserved.
- 9. Accessing Salesforce Data from Tableau 9 4. Connect Tableau to an integrated database that you control Integration Process/ETL Combined Database Other Sources e.g. ERP, marketing automation ©2018 Senturus, Inc. All rights reserved.
- 10. Accessing Salesforce Data from Tableau Drill from a Tableau dashboard directly into the relevant Salesforce screen 10©2018 Senturus, Inc. All rights reserved.
- 11. Accessing Salesforce Data from Tableau Configure a Tableau URL action that combines your Salesforce domain with the relevant Salesforce record ID 11©2018 Senturus, Inc. All rights reserved.
- 12. Technique Capabilities Matrix Capability Tableau Actions Tableau Direct to SFDC Tableau to Local SFDC Replica Database Tableau to Combined Database Drill from Tableau to SFDC Screen 1 4 4 4 Pass Context to SFDC from Tableau 4 4 4 4 Basic Visualizations 1 3 4 Blended Data 1 3 4 Pipeline Growth Trend 4 4 Components of Pipeline Growth 4 4 12©2018 Senturus, Inc. All rights reserved.
- 13. Technique Capabilities Matrix Capability Tableau Actions Tableau Direct to SFDC Tableau to Local SFDC Replica Database Tableau to Combined Database Marketing Automation Platform-Sourced Behavior Score Growth Trend 0 2 4 Marketing Automation Platform-Sourced Updates to SFDC Campaign Members 1 1 4 SFDC Pipeline Analysis 2 4 4 SFDC Marketing and Pipeline Activity 1 4 4 Marketing Automation Platform Activity 0 4 Combined Marketing Automation Platform & SFDC Activity 0 1 4 13©2018 Senturus, Inc. All rights reserved.
- 14. Technique Capabilities Matrix Capability Tableau Actions Tableau Direct to SFDC Tableau to Local SFDC Replica Database Tableau to Combined Database Velocity Through Entire Funnel 4 Conversion Rates Through Entire Funnel 4 Marketing Effectiveness 4 Full History of all Marketing and Sales Engagements 4 Advanced Analytics 4 14©2018 Senturus, Inc. All rights reserved.
- 15. What If You Want Both? Enter Sparkler! 15 Analytics in the flow of the business process, at the point of impact! ©2018 Senturus, Inc. All rights reserved.
- 16. Why Sparkler? 16 #1: Security ©2018 Senturus, Inc. All rights reserved.
- 17. Why Sparkler? 17 #2: Context without needing to leave Salesforce! ©2018 Senturus, Inc. All rights reserved.
- 18. Top Level Sales View – Opportunities Dashboard 18©2018 Senturus, Inc. All rights reserved.
- 19. Accounts Dashboard 19©2018 Senturus, Inc. All rights reserved.
- 20. Opportunities Dashboard 20©2018 Senturus, Inc. All rights reserved.
- 21. Hear the Recording 21©2018 Senturus, Inc. All rights reserved. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/embedding-tableau- in-salesforce-dashboards/ The Senturus comprehensive library of recorded webinars, demos, whitepapers, presentations and case studies is available on our website at: http://www.senturus.com/resources/
- 22. DEMO
- 23. Install Tableau Sparkler to embed Tableau visualizations into Salesforce Senturus Can Help 23 • Installation of Sparkler on Tomcat application server • Secure configuration of Sparkler (Tomcat) and Tableau Server • Configuration of trusted tickets authentication between Tableau Server and Sparkler • Configuration of Salesforce to use the Sparkler application, included Visualforce pages and Salesforce tabs • Configuration of included Tableau dashboard (accounts dashboard, accounts and opportunities) for use on Tableau Server • $4995 ©2018 Senturus, Inc. All rights reserved.
- 24. Caveat Emptor: Technical Content Ahead! 24©2018 Senturus, Inc. All rights reserved.
- 25. What Is Tableau Sparkler? 25 • Canvas is a Force.com framework for integrating 3rd party applications into the Salesforce platform • Sparkler is a Tableau created and supported Java adapter that enables embedded dashboards via Canvas • Free download from Tableau – Includes Sparkler adapter – Sample Tableau workbooks – Sample Visualforce pages – Instruction Manual (55 pages!) ©2018 Senturus, Inc. All rights reserved.
- 26. Tableau Sparkler Architecture 26©2018 Senturus, Inc. All rights reserved.
- 27. Do I Need Tableau Sparkler? 27 • IF you use SAML authentication, AND both Tableau and SFDC use the SAME SAML authentication provider, you don’t have to set up Sparkler • In this case, just use the Visualforce pages and content; the applications will trust each other automatically ©2018 Senturus, Inc. All rights reserved.
- 28. INSTALLATION
- 29. • Java CLI – Keytool used to create self-signed SSL certificates – Sparkler • Apache Tomcat install and configuration (or other web app server) • OpenSSL – If creating RSA keys for Tableau • Salesforce administration/Visualforce application configuration • Tableau Desktop • Tableau Server configuration and administration • Linux Skills Required 29©2018 Senturus, Inc. All rights reserved.
- 30. • Java – Sparkler is a Java application – Used to create self-signed SSL certificates • Apache Tomcat – Open source application server – You can use any application server • Sparkler – Runs as a Java application within Tomcat • OpenSSL – Used to create RSA keys for Tableau Install Components 30©2018 Senturus, Inc. All rights reserved.
- 31. Enable SSL on Tomcat 31 • Get/create certificate using Java keytool utility – Warning: do not COPY text, it will fail! – Critical: CN MUST MATCH fully qualified machine name – E.g. request URL=https://tableau.mycompany.com – CN=tableau.mycompany.com • Enable SSL in configuration (confserver.xml) – Uncomment SSL section, set ports, location of keystore, and keystore password ©2018 Senturus, Inc. All rights reserved.
- 32. Tomcat Self-Signed SSL Certificate 32©2018 Senturus, Inc. All rights reserved.
- 33. Test Tomcat SSL 33©2018 Senturus, Inc. All rights reserved.
- 34. Enable SSL on Tableau Server 34 • Get/create Certificate using openSSL – If creating self-signed, refer to this guide • Add certificate to Java keystore • Install certificate • Enable SSL in Tableau Server configuration • Use Configure External SSL on Tableau Server help ©2018 Senturus, Inc. All rights reserved.
- 35. Tableau Self-Signed SSL Certificate 35©2018 Senturus, Inc. All rights reserved.
- 36. Tableau Self-Signed SSL Certificate 36©2018 Senturus, Inc. All rights reserved.
- 37. Hear the Recording 37©2018 Senturus, Inc. All rights reserved. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/embedding-tableau- in-salesforce-dashboards/ The Senturus comprehensive library of recorded webinars, demos, whitepapers, presentations and case studies is available on our website at: http://www.senturus.com/resources/
- 38. Configure SSL in Tableau 38©2018 Senturus, Inc. All rights reserved.
- 39. Configure SSL in Tableau 39 Must be done via TABADMIN (don’t edit text file)! “tabadmin set wgserver.trusted_hosts “MWEINHAUER, localhost”” ©2018 Senturus, Inc. All rights reserved.
- 40. Test Tableau SSL 40©2018 Senturus, Inc. All rights reserved.
- 41. Configure Tableau Workbooks 41 • Included with download from Tableau – Accounts – Opportunities – Account Dashboard • Fix data fields • Other tweaks ©2018 Senturus, Inc. All rights reserved.
- 42. Publish Tableau Workbooks to Server/Online 42 • Create extract • Set refresh schedule ©2018 Senturus, Inc. All rights reserved.
- 43. Tableau Sparkler Architecture 43©2018 Senturus, Inc. All rights reserved.
- 44. Deploy Sparkler on Tomcat 44 • Copy .war file into Tomcat webapp directory • Tomcat will see the file and automatically deploy the application using the name of the file ©2018 Senturus, Inc. All rights reserved.
- 45. Configure Sparkler (sparkler.xml) 45©2018 Senturus, Inc. All rights reserved.
- 46. Configure Sparkler (sparkler.xml) 46©2018 Senturus, Inc. All rights reserved.
- 47. Configure Sparkler Adapter (sparkler.xml) 47 • Debug level • Sparkler status page ©2018 Senturus, Inc. All rights reserved.
- 48. Test Sparkler Adapter 48©2018 Senturus, Inc. All rights reserved.
- 49. Tableau Sparkler Architecture 49©2018 Senturus, Inc. All rights reserved.
- 50. Salesforce Configuration 50 Create Visualforce connected app in Salesforce ©2018 Senturus, Inc. All rights reserved.
- 51. Hear the Recording 51©2018 Senturus, Inc. All rights reserved. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/embedding-tableau- in-salesforce-dashboards/ The Senturus comprehensive library of recorded webinars, demos, whitepapers, presentations and case studies is available on our website at: http://www.senturus.com/resources/
- 52. Salesforce Configuration 52 • Create Visualforce pages and/or use provided samples • Setup > App Setup > Develop > Visualforce Pages ©2018 Senturus, Inc. All rights reserved.
- 53. Salesforce Configuration 53 Create Visualforce pages or use provided samples ©2018 Senturus, Inc. All rights reserved.
- 54. Salesforce Configuration 54 • Create Tab pages (Tabs contain Visualforce pages) • Setup > App Setup > Create > Tabs >Visualforce Tabs ©2018 Senturus, Inc. All rights reserved.
- 55. Salesforce Configuration 55 • Create page layouts embedding content • Clone existing pages and modify • Setup > App Setup > Customize > %PAGENAME% > Page Layouts ©2018 Senturus, Inc. All rights reserved.
- 56. • Create page layouts embedding content • Visualforce pages section – drag and drop into layout Salesforce Configuration 56©2018 Senturus, Inc. All rights reserved.
- 57. • Create page layouts embedding content • Assign to role(s) Salesforce Configuration 57©2018 Senturus, Inc. All rights reserved.
- 58. Tableau Sparkler Architecture 58©2018 Senturus, Inc. All rights reserved.
- 59. Support 59 • Limited to Tableau and Sparkler Adapter – Limited knowledge of Sparkler by support team • Won’t help with routing, network, firewalls, load balancing • Won’t help with Java, app server or browser • Won’t help with Salesforce • Tableau Community page focused on Sparkler ©2018 Senturus, Inc. All rights reserved.
- 60. Challenges/Caveats 60 • Clustered environments • Auth providers - SAML/Online/Trusted Tickets • Proxies/VPN – Needed for remote access to Tableau • Mapping Tableau/SFDC users • Certificates – Canvas apps must be both secure and trusted – Any browser warnings will result in failure to render ©2018 Senturus, Inc. All rights reserved.
- 61. Challenges/Caveats 61 • Visualforce pages – Parameters • Customizing Tableau content – Fields must be mapped correctly • Linux ©2018 Senturus, Inc. All rights reserved.
- 63. • There are many ways to access Salesforce data from Tableau, each with its own benefits and drawbacks. • Tableau Sparkler enables leveraging the power of Tableau visualizations directly in Salesforce, providing analytics within the flow of the business process, at the point of impact! • Using Tableau with a combined data source allows organization to truly unlock the power of both applications! Summary 63 • Installation of Sparkler is not straightforward or easy, but the benefits are significant! ©2018 Senturus, Inc. All rights reserved.
- 64. Hear the Recording 64©2018 Senturus, Inc. All rights reserved. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/embedding-tableau- in-salesforce-dashboards/ The Senturus comprehensive library of recorded webinars, demos, whitepapers, presentations and case studies is available on our website at: http://www.senturus.com/resources/
- 65. Business Analytics Consultants WHO WE ARE
- 66. Bridging the Gap Between Data & Decision Making DECISIONS & ACTIONS Business Needs Analysis Ready Data Analysis Ready Data ©2018 Senturus, Inc. All rights reserved. 66
- 67. • Dashboards, Reporting & Visualizations • Data Preparation & Modern Data Warehousing • Self-Service Business Analytics • Big Data & Advanced Analytics • Planning & Forecasting Systems • Proprietary Analytics Connector Software Business Analytics Architects ©2018 Senturus, Inc. All rights reserved. 67
- 68. 1000+ Clients, 2000+ Projects, 17+ Years ©2018 Senturus, Inc. All rights reserved. 68
- 70. www.senturus.com/events Upcoming Events ©2018 Senturus, Inc. All rights reserved. 70
- 71. http://www.senturus.com/senturus-resources/ Visit Our Free Resource Library and Blog ©2018 Senturus, Inc. All rights reserved. 71
- 72. Custom tailored training also available Cognos and Tableau Training Options ©2018 Senturus, Inc. All rights reserved. 72
- 73. Thank You! www.senturus.com info@senturus.com 888 601 6010 ©2018 Senturus, Inc. All rights reserved. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc. 73