Data Source - Tableau CRM
  • 11 Apr 2022
  • 1 Minute to read
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Data Source - Tableau CRM

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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 Configuration Yes - 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.
Dataset ID Yes - 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
Query Yes - 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 Version No - Specify the Salesforce API version.
If this field is left empty, version 46.0 will be used by default.

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