How to Connect Tableau to Salesforce – 3 Easy Methods

Published: May 24, 2024 - 7 min read

Vijay Srinivas

Connecting Tableau to Salesforce can significantly improve your data analytics and decision-making processes.

This blog will discuss three methods for integrating Tableau with Salesforce: using Coefficient, Tableau Connector for Salesforce, and CRM Analytics. Each method caters to different use cases, ensuring you find the perfect solution for your needs.

Advantages of Connecting Tableau to Salesforce

  • Enhance data visualization: Use Tableau to create interactive dashboards and reports based on Salesforce data for better insights and decision-making.
  • Streamline reporting processes: Automate the transfer of Salesforce data to Tableau, reducing manual effort and ensuring data accuracy.
  • Democratize data access: Enable business users to explore and analyze Salesforce data in Tableau without relying on IT or data teams.

Connect Tableau to Salesforce: 3 Methods

Connecting Tableau to Salesforce allows organizations to use data visualization and analytics within their CRM. Choose from no-code connectors, direct data connectors, or native analytics platforms to get the insights you need.

SolutionBest For
CoefficientBusiness users who want to combine Tableau visualizations with Salesforce data without relying on IT support, enabling enhanced reporting, tracking, and bulk updates.
Tableau Connector for SalesforceOrganizations using Tableau as their primary analytics platform, seeking to create interactive, real-time dashboards and reports based on live Salesforce data.
CRM AnalyticsSalesforce-centric organizations looking to perform advanced analytics and data visualization within the Salesforce ecosystem, embedding Tableau insights directly into Salesforce.

How to Connect Tableau to Salesforce

Method 1: Coefficient – No-Code, User-Friendly

Coefficient is a powerful tool that offers a no-code solution for integrating Salesforce with various applications, including Tableau.


  • Simple, no-code setup
  • Automatic data updates
  • Affordable pricing plans


  • Scheduled automations are not free forever, but pricing plans are affordable

Step-by-Step Walkthrough:

Step 1. Install Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Select Get Add-ons option in Google Sheets Menu Bar

In the Google Workspace Marketplace, search for “Coefficient.”

Search and Choose Coefficient from Google Workspace

Follow the prompts to grant necessary permissions.

Allow Coefficient to be Installed in your Google Sheets

Launch Coefficient from Extensions > Coefficient > Launch.

Launch Coefficient Data Connector in Google Sheets

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient Sidebar in Google Sheets

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Find Coefficient Add-in from Microsoft Office Store

Type “Coefficient” in the search bar and click ‘Add.’

Add Coefficient Add-in to Excel from Microsoft Office Store

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Coefficient Sidebar in Microsoft Excel

Step 2. Import Tableau Data into Your Spreadsheet

Select ‘Import from…’

Click on Import from in Coefficient

Scroll down until you see Tableau and click ‘Connect.’

Choose Tableau as your data source in Coefficient sidebar

Enter the Instance URL and the Site Name.

NOTE: You may leave the Site Name blank if it isn’t available on your Tableau homepage or worksheet URL.

Fill prompted information to authorize Tableau connection through Coefficient


  • The Instance URL follows this basic pattern:
  • If you have a multi-site Tableau environment, your URL will look something like this: https://<servername>/#/site/<sitename> /<views>/<workbook>/<sheet>

Coefficient will give you the option to share your connection with your team members.

Sharing allows team members to import data from the shared connection without having to enter the login credentials themselves.


Select ‘From Worksheet URL.’

Select Worksheet url to start importing from Tableau

Enter your Dashboard/Worksheet URL then hit ‘Next.’

Screenshot 2023-10-27 at 10.19.44 PM.png

A new window will open that resembles your Dashboard/Worksheet in Tableau. From here you can adjust the filters, then select “Import”.

Select data by applying filters in Tableau to be import into google sheets

In just a few seconds, your data will automatically populate your spreadsheet.

Tableau Data Exported into Google Sheets

Step 3. Export Data from Your Spreadsheet to Salesforce

Before starting, make sure you’ve connected to Salesforce. 

Then, navigate to Coefficient’s menu. Click “Export to…”

Choose Export option in Coefficient sidebar

Choose Salesforce from the list of available data sources.

Choose Salesforce as the data source in Coefficient sidebar

Select the tab and header rows in your spreadsheet that contain the data you want to export.

Define your tab and header row.

Select tab and headers rows of the data exported to Salesforce from Google Sheets using Coefficient

Note: Coefficient will automatically map the fields for you if the data in the sheet came from an import from Salesforce using Coefficient.

Next, select the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

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Select the action to be done in Salesforce - update,insert,upsert,delete

Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Step 5: Map Fields

Map the fields from your spreadsheet to the corresponding Salesforce fields.

Map the fields between Google Sheets and Salesforce

Note: If you imported data from Salesforce into your spreadsheet previously, Coefficient will auto-detect and map these fields.

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Select the necessary formatting options if required from advanced settings

Note: Batch size is capped at 10,000 rows due to Salesforce API limitations.

Step 7: Select Rows to Export

Confirm your settings and click “Export”.

Confirm the settings to push data into Salesforce from Google Sheets in Coefficient Add-on

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Highlight the google sheet rows to be updated

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

Click on "Update Rows in Salesforce" to push the data from Google Sheets to Salesforce

In a few seconds, data from your spreadsheet will push to Salesforce.

Data exported to Salesforce successfully using Coefficient add-on

Your spreadsheet will display updated records, along with their export status and the date/time stamp of the update.

Method 2: Tableau Connector for Salesforce

The Tableau Connector for Salesforce is designed for organizations that rely on Tableau as their primary analytics platform.


  • Real-time data access
  • Seamless integration with existing Tableau dashboards
  • Supports advanced data visualization tools


  • Requires Tableau expertise for setup
  • Additional licensing costs

Step-by-Step Walkthrough:

  1. Install the Connector:
    1. Visit the Tableau website and download the Tableau Connector for Salesforce.
    2. Follow the installation instructions provided by Tableau.
  1. Connect to Salesforce:
    1. Open Tableau and navigate to the “Connect” pane.
    2. Select Salesforce from the list of data connectors.
    3. Enter your Salesforce login credentials and authorize the connection.
  1. Select Salesforce Objects:
    1. Once connected, you’ll be able to see a list of all available Salesforce objects.
    2. Choose the objects (e.g., opportunities, contacts) that you wish to import into Tableau.
  1. Create Dashboards and Reports:
    1. Use the imported data to create interactive dashboards and reports in Tableau.
    2. Leverage Tableau’s advanced visualization tools to gain deeper insights from your Salesforce data.
  1. Schedule Data Refreshes:
    1. To ensure your dashboards display the most current data, set up a schedule for data refreshes in Tableau.
    2. This ensures that your reports and dashboards always reflect the latest Salesforce data.

Method 3: CRM Analytics (FKA Einstein Analytics)

CRM Analytics

CRM Analytics is perfect for Salesforce-centric organizations looking to perform advanced analytics and data visualization within the Salesforce ecosystem. This method allows you to embed Tableau insights directly into Salesforce.


  • Integrated with Salesforce ecosystem
  • Advanced analytics capabilities
  • Embeds Tableau insights directly into Salesforce


  • Requires familiarity with Salesforce and CRM Analytics
  • Potentially higher costs for advanced features

Step-by-Step Walkthrough:

  • Enable CRM Analytics:
    • Go to Salesforce Setup, and under “Analytics,” select “Getting Started.”
    • Follow the prompts to enable CRM Analytics.
  • Connect Tableau:
    • Within Tableau, navigate to the “Connect” pane and select Salesforce CRM Analytics.
    • Enter your Salesforce credentials to establish the connection.
  • Create Dataflows:
    • In Salesforce, create dataflows to extract and process the data you need for analysis.
    • Use the Dataflow Editor to map out your data journey from source to destination.
  • Build Datasets:
    • Once your dataflows are set, create datasets in CRM Analytics.
    • Use these datasets to populate your Tableau dashboards and visualizations.
  • Embed Tableau Dashboards:
    • In Salesforce, embed Tableau dashboards into the relevant Salesforce pages.
    • Allow users to access detailed Tableau insights directly within the Salesforce interface.


Connecting Tableau to Salesforce provides numerous benefits, such as centralized data management, improved efficiency, enhanced reporting, and better decision-making.

With Coefficient, can easily connect Tableau and Salesforce to any of your other data sources.

Try it for free today!

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Vijay Srinivas GTM @ Coefficient
Vijay Srinivas is an engineer turned marketer who loves to dabble in data and has 6 years of experience in GTM for Startups and SaaS orgs. Building his skills currently to be a PLG & spreadsheet expert.
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