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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
When Tableau Online Connector preview fails to load Salesforce objects, it’s usually due to silent permission failures, authentication timeouts, or cache problems. Tableau’s preview system doesn’t clearly indicate why object discovery fails.
You can get immediate object discovery with comprehensive field lists and live data samples. Here’s how to work around Tableau’s preview limitations and access your Salesforce objects reliably.
Get comprehensive object discovery and reliable data preview using Coefficient
Tableau’s preview system fails silently when permissions are restricted or authentication expires, leaving you with empty object lists. Coefficient provides real-time object discovery that instantly lists all accessible Standard and Custom Objects with permission-aware display and live data samples.
How to make it work
Step 1. Use real-time object discovery to see available data.
Connect Coefficient to your Salesforce org and select “From Objects & Fields” to see a comprehensive list of all accessible objects. This includes core CRM objects (Account, Contact, Lead, Opportunity, Campaign) and all Custom Objects you can access.
Step 2. Verify object access with comprehensive field lists.
Select any object to view extensive field lists showing all available fields with data types and descriptions. This permission-aware display eliminates the false previews that Tableau shows for restricted objects.
Step 3. Test data accessibility with live preview imports.
Run small test imports to confirm actual data retrieval from objects that Tableau preview couldn’t load. Apply filters to verify data quality and completeness before committing to full imports.
Step 4. Troubleshoot permission issues using clear error messages.
Use Coefficient’s transparent error reporting to identify specific permission restrictions affecting object access. Document findings to request precise permission adjustments from your Salesforce admin.
Step 5. Set up reliable data access to replace Tableau preview dependency.
Import complete datasets that Tableau preview couldn’t access and set up automated refresh schedules. Export processed data to your preferred analytics tools to maintain existing workflows.
Stop depending on broken preview systems
Tableau’s preview failures create unnecessary barriers to accessing your own Salesforce data. Real-time object discovery with live data samples provides immediate access to all available objects while clearly identifying any permission restrictions. Start exploring your Salesforce objects reliably today.
