Tableau 2020.2: How to connect to Salesforce in Tableau Prep Builder.

0:00Hey it's Tim here and in today's video I'm

0:01going to be showing you how to connect to

0:03Salesforce directly from Tableau Prep. Now

0:06previously before 20.2 what you had to do

0:08is connect to a published data source in

0:11order to work with Salesforce data in Table

0:13au Prep.

0:13But now as you can see I can actually just

0:15connect directly to Salesforce. What it

0:17will do is it'll

0:18open up a browser as you try and authent

0:20icate and it will automatically authenticate

0:22you.

0:22I was already logged into my Salesforce

0:24instance so it will automatically pick that

0:27up and when I

0:28get back to Tableau Prep you'll see that I

0:30can immediately see my tables. Now whatever

0:33URL you

0:34typically use for Salesforce there that's

0:36what will show up here in the top. And as

0:38you can see

0:38I get full access to all my tables. I can

0:40just increase the amount of space here and

0:42you can see

0:43I get full access to all the objects that

0:45are available to me typically in Salesforce

0:47. So I'm

0:48just going to go ahead and do some very

0:49basic data prep. I'm going to bring in the

0:51opportunity table

0:52and pretty much every Salesforce instance

0:55has that by default. So if you're following

0:57along you can

0:58get a developer account and use this or you

1:00can just watch and see what I'm doing. I'm

1:02going to

1:03do a very simple bit of data prep. I'm

1:05going to try and join on the stage object

1:08onto this main

1:09opportunity object. So if I just type in

1:11stage make sure that that's in my data set

1:13you can see

1:14here the stage names are all available

1:16there. And if I bring in the opportunity

1:18stage as a

1:19separate connection here you can see that

1:22it starts to load and I can see the full

1:25list of tables. Now notice that it actually

1:27brings in a couple of other attributes that

1:29are related

1:30to this. So linked keys, any sort of

1:32metadata that's useful in Salesforce it

1:35tries to pull as

1:36much of that through and I'd expect this to

1:38get better given that Salesforce is a quiet

1:40table.

1:41So let's add in another cleaning step in

1:43here so we can just make sure that we can

1:46see all the data

1:47that we'd like to see. And you can see here

1:50the master label is available to us here.

1:52So I can

1:52just go ahead drag this onto the top item

1:55in blue. It will create a new union step. I

1:59'm interested

1:59in keeping basically all the items from the

2:02blue data set, doing a left join in

2:04traditional terms.

2:05And what we want to do is get the stage

2:08name and match that with the master label.

2:12That's a very

2:13basic join. You could probably do a better

2:15join than that using a different sort of

2:17criteria but

2:18if I then zoom out of that you can see here

2:20that it gives you the join result here at

2:22the bottom.

2:23So there's 31 items that have matched which

2:26is great. One item didn't match from my

2:28second data

2:29set which is the closed and lost here. You

2:31can see that that's highlighted here in red

2:33.

2:33But other than that the join has been

2:35successful. I can then go ahead and publish

2:37this out to a

2:38database. I can even preview my data here.

2:40I get this nice sort of summarized view

2:43that I can see

2:43that's great in Tableau Prep. And I can

2:46even just see the fields that are available

2:48to me here if I

2:49wanted to. Or I can even see a bit of both,

2:51just a table, the summary and what I want

2:54to do.

2:55The last step is obviously to out... The

2:58last step is obviously...

2:58The last step is obviously to output this.

3:02So I can just hit on this step here and

3:05output this.

3:06And what I'm going to do in this case is

3:08output it to a single file. You'll also see

3:11here one of

3:12the new options in Tableau Prep which is

3:14the ability to do incremental refreshes.

3:16But check

3:17out my video on that feature in the link

3:19above. All right, that's it. If you've

3:21enjoyed this video,

3:23hit the like button, hit subscribe.

3:25Otherwise, I'll catch you in the next video

3:26. Drop a comment

3:27below if you'd like to see different kinds

3:30of content.