Visualize Live Salesforce Marketing Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Salesforce Marketing Cloud, you can easily get access to live Salesforce Marketing data within Tableau. This article shows how to connect to Salesforce Marketing in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Salesforce Marketing data in Tableau. Once you install the connector, you simply authenticate with Salesforce Marketing and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Salesforce Marketing data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Salesforce Marketing data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver. If you wish to connect to Salesforce Marketing data in Tableau Cloud, you will need to use CData Connect AI.

Connect to Salesforce Marketing in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Salesforce Marketing by CData," then configure the connection and click "Sign In."

Authenticating to the Salesforce Marketing Cloud APIs

Set the and to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

Connecting to the Salesforce Marketing Cloud APIs

By default, the data provider connects to production environments. Set to true to use a Salesforce Marketing Cloud sandbox account.

The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set .

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select SFMarketingCloud from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables. 👁 Selecting table(s)
   
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
👁 Visualizing live Salesforce Marketing data

Using the CData Tableau Connector for Salesforce Marketing Cloud with Tableau, you can easily create robust visualizations and reports on Salesforce Marketing data. Download a free, 30-day trial and get started today.