Data Source - Tableau CRM
  • 16 Dec 2022
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Data Source - Tableau CRM

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Article Summary

Overview

Help page setting up a data transfer for record data from Tableau CRM.

Supported Protocol

Data Loader: Embulk
Using the embulk-input-salesforce_ea plugin.

Settings

Step 1: General Settings

Field Name
Required
Default Value
Description
Salesforce Connection ConfigurationYes-From the Salesforce Connection Configuration created in advance, select the one with the required permissions for this transfer.
If you haven’t previously created any Connection Configurations, click the Add Connection Configuration button to set up a new one.
For information on setting up a Connection Configuration, please see here
Dataset IDYes-Enter the Dataset ID for the data that you wish to transfer.
You can find your Dataset ID in the URL when opening your dataset details page.
dataset url.jpeg
QueryYes-Write a query using SAQL (Salesforce Analytics Query Language).
See SAQL Basic Elements for information regarding syntax.
We recommend that you create the SAQL in the query editor under the Lens page. saql.jpeg
API VersionNo54.0Specify the Salesforce API version.
If this field is left empty, version 54.0 will be used by default.
Pagination Count
Yes1Specify the pagination count. The API will import 500 records per pagination count.
Data Imported with 1 API Call
Yes10000Enter the amount of data that is imported in one API call.

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