Learn the steps to embed Tableau dashboards within Salesforce using a LWC and run a Salesforce Flow from a dashboard, enabling seamless access to data insights.
Sessions
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New this year, you can now reserve your seat at most sessions. Register now to get first-access to hands-on learning and expert-led sessions.
Navigating the Data Wave with Tableau and Salesforce
Important: Reserved seat released 10 min prior to session if not present.
Required equipment: Please bring your own laptop and charger. Tablets or telephones of ANY type will not allow you to participate in these sessions.
, Analytics Solution Engineer, Salesforce
, Principal Analytics Solution Engineer, Salesforce
Role: Data Analyst
Product: Experience Cloud, Agentforce 360 Platform, Tableau
Tableau Product: Tableau Cloud, Tableau Pulse, Tableau Server
Topic: Salesforce on Tableau
Session Type: Hands-on Training
Session Level: Intermediate
- Tuesday, Apr 158:15 AM - 9:45 AM PDT(3:15 PM - 4:45 PM GMT)Hands-on Training 29B | Upper Level East
- Wednesday, Apr 1610:30 AM - 12:00 PM PDT(5:30 PM - 7:00 PM GMT)Hands-on Training 28B | Upper Level East
- Thursday, Apr 172:30 PM - 4:00 PM PDT(9:30 PM - 11:00 PM GMT)Hands-on Training 26B | Upper Level East
Learning objective 1: Embed a Tableau dashboard in a Lightning home page and use component visibility to control its display based on user context.
Learning objective 2: Embed a Tableau dashboard in a Salesforce account record and apply filters to display account-specific data dynamically.
Learning objective 3: Integrate a Salesforce workflow within a Tableau dashboard to enable users to take action based on data insights.
