![]() You can quickly visualise your data using accelerators. Next Steps Use Accelerators for Quick Data Insights Tableau Desktop is now connected to the Customer Data Platform, and you can perform Tableau operations. ![]() Sign in to Salesforce with your username and password. Select Sign In to open a pane in a web browser. In the Salesforce CDP dialog, confirm that OAuth is selected in the Authentication section and is selected in the OAuth instance URL section. Go to Connect, To a Server and select Salesforce CDP. Launch Tableau Desktop (2021.1 or later). Step 5: Connect to the Customer Data Platform in Tableau Desktop Under Session Policies, select the High assurance session required tick box. In the Customer Data Platform, under Setup, App Manager, Salesforce CDP, select Edit Policies. This session policy requires users to verify their identity with multi-factor authentication when they log in to the connected app. You can enable a High Assurance session to ensure that your connected app is secure. Scroll down to OAuth Custom Scopes, select the cdpprofile and cdpquery tick boxes, and then click Save. Select Install next to the Customer Data Platform Connector Tableau Connection.Īfter the connected app is installed, go to Setup, App Manager, Salesforce CDP, Manage OAuth Custom Scopes. Go to Setup and search for Connected Apps OAuth Usage. To install Salesforce CDP Tableau connection as a connection in your connected app, paste the following URL into the web browser:Īfter access is allowed, the Customer Data Platform Tableau Connection is added to Connected Apps. ![]() Select New Custom Scope and create two custom scopes named cdpquery and cdpprofile. Go to Setup and search for OAuth custom scopes. Log in your Customer Data Platform organisation as the admin user. Step 3: Set up a connected app in the Customer Data Platform Windows: C:\Program Files\Tableau\Drivers Move the downloaded Salesforce-CDP-jdbc-.jar file to the following location: Step 2: Install the Customer Data Platform JDBC driverĭownload the latest JDBC driver (Salesforce-CDP-jdbc-.jar file) from the Salesforce CDP GitHub site: Salesforce-CDP-jdbc. MacOS: /Users//Documents/My Tableau Repository/Connectors Windows: C:\Users\Documents\My Tableau Repository\Connectors taco file to the Tableau connector directory:
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