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Trust in Data: Row-Level Security with Tableau

At Salesforce, safeguarding data is a priority. Learn the end-to-end process to build row-level security in Tableau, keeping data exploration safe and sound, ensuring the right eyes on the right data.

, Director, Data Science & Engineering, Salesforce

Role: Data Analyst

Industry: Healthcare and Life Sciences, Technology

Topic: Data Management, Tableau Desktop

Session Type: Breakout

Session Level: Advanced

Session Track: Product & Industry

Monday, Apr 292:30 PM - 3:10 PM PDT

(9:30 PM - 10:10 PM GMT)
Content Pavilion -- Stage 2
Wednesday, May 18:30 AM - 9:10 AM PDT

(3:30 PM - 4:10 PM GMT)
Data Village Theater 4 -- Hall A & B

Session Summary by Einstein: The recent Salesforce conference session delved into the intricacies of implementing row-level security in Tableau, focusing on how to plan and construct a robust security solution tailored to organizational needs. Attendees were guided through the concepts of row-level security versus object-level security, including the use of security predicates and JSON strings for defining access conditions. The session emphasized the importance of combining individual and group entitlements, and highlighted the collaboration between data engineering and analytics teams to ensure data is both secure and accessible for users. Demonstrations included the creation of entitlement tables, the integration of these tables with Tableau, and the use of calculated fields to manage user access, all while stressing the need for iterative development and continuous validation to strike a balance between security needs and user access.

Key Takeaways by Einstein:

• Row-level security in Tableau is best managed by combining entitlement tables and group-level security to ensure performance and scalability.

• The use of JSON strings in entitlement tables simplifies the process of defining and troubleshooting user access, making it easier to manage complex security requirements.

• It's essential to pair row-level security with object-level security in Tableau to prevent users from bypassing restrictions, ensuring a secure and well-governed data environment.

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