Salesforce CDP

Application Description (Salesforce CDP) -

Note: As of 14 February 2023, Customer Data Platform is now called Data Cloud. During this transition, you may see references to Customer Data Platform, along with names: Customer Data Cloud, Customer 360 Audiences and Salesforce CDP. We wish we could magically update the name everywhere, but you can expect to see the previous name in a few places as we evolve.

Salesforce CDP is the breadth of Salesforce technology – one integrated data platform to bring your company data and customers together – from anywhere. Salesforce CDP unites your marketing, sales, commerce, service and IT departments with shared, easy-to-understand data on one integrated platform. With a single view of your data, your teams can create connected, personalised customer experiences and insights that give you a better sense of understanding of your business and customers.

Connector Description -

This connector provides a smooth and easy way to connect to Salesforce CDP. By using this connector, customers can leverage APIs provided by Salesforce CDP for extracting the data and analyse with the tableau visuals created. This connector also supports the oAuth functionality to log in to the Salesforce org and retrieve the data to Tableau.

Version requirements for the connector – Tableau Version 2021.1

*For clarity, Salesforce CDP is a service offered by Salesforce and any use of such service will be governed by the terms and conditions of the salesforce.com (http://salesforce.com/) Main Services Agreement and Data Processing Addendum linked to in the “Security and Legal” section of this page unless: (i) you have a written main services agreement and/or data processing addendum executed by salesforce.com (http://salesforce.com/) for such services as referenced in the Salesforce documentation, in which case such written salesforce.com (http://salesforce.com/) main services agreement and/or data processing addendum will govern or (ii) otherwise set forth in the applicable Salesforce order form.*

Connecting Tableau to Data Cloud

Tableau Desktop: https://help.tableau.com/current/pro/desktop/en-gb/examples_data_cloud.htm

Tableau Server: https://help.tableau.com/current/server/en-gb/config_oauth_sfdc_cdp.htm

Tableau Cloud: https://help.tableau.com/current/online/en-gb/config_oauth_sfdc_cdp_online.htm