Creating Salesforce Dashboards in Tableau

Khyati Agarwal

Reading Time: 6 minutes

In this blog, we will learn to create Salesforce dashboards in Microsoft Power BI using EasyInsights. Here are the steps –

GETTING STARTED WITH TABLEAU

Step 1 – Before starting work with Tableau, make sure there’s a functional account on Tableau, and the Tableau Desktop App is installed on the system.

Step 2 – Now, it’s to be checked if the Postgres Driver is installed in your system –

If you operate with Windows, go to C:\Program Files\Tableau. Check if there’s a Drivers folder and it has the postgresql .jar file. If not, go to Step 3, else go to step 5
If you operate with Mac, go to ~/Library/Tableau/Drivers. Check if there’s a Drivers folder and it has the postgresql .jar file. If not, go to Step 3, else go to step 5
If you operate with Linux, go to /opt/tableau/tableau_driver/jdbc . Check if there’s a tableau-driver folder and it has the postgresql .jar file. If not, go to Step 3, else go to step 5

Step 3 – Go to the Driver Download. Here, select the Data Source as PostgreSQL and choose the Operating System and the Bit version

Step 4 – Follow the steps to download Postgres Driver.

EXTRACTING, TRANSFORMING AND LOADING MARKETING DATA WITH EASYINSIGHTS

Step 5 – Log into the EasyInsights Account. The screen shown below will appear. Click on the Workspace of choice. A new workspace can also be created by clicking on the New Workspace Button

Step 6 – On clicking the workspace, the first screen that appears is the Home Screen. This lists the different dataviews created in that workspace. A dataview is a table that holds all the information which has to be transported from Salesforce to Tableau. Whenever data is updated in the Salesforce account associated with EasyInsights, the dataview synced with that account also automatically updates. These changes are reflected in Tableau’s Dashboard, all in real-time.

However, if the preferred Data Source (herein its Salesforce) is not connected/added to workspace, click on Sources in the side navigation bar. The following screen appears.

If EasyInsights already has access to the Salesforce Account, then click on the Salesforce card and the screen shown below will appear. Here, add the relevant Salesforce Accounts to the workspace. (If accounts don’t appear, then hit Refresh). Now navigate to Home and click on the Create New Dataview button

However, if the relevant Salesforce account is not connected to EasyInsights, then Click on Connect. It directs to a new window. Here, hit the allow button to grant EasyInsights access to your Salesforce Account. The screen is redirected to the Data Sources Screen.

Now follow the above mentioned procedure to add the relevant Salesforce Account to the workspace.

Step 7 – Now that Salesforce is connected to EasyInsights, go to the side nav-bar, click on Home and then, Create New Dataview button. the following screen will appear. Enter the relevant details here – the preferred Data Source, relevant parameters for the report, name of the dataview and the time period of the data which is needed in the table.

Step 8 – Click on the Create button. If the dimensions and metrics are compatible, the Dataview will be created (if not, then an error message will be displayed and parameters have to be entered again). After the “Dataview created” message is displayed, we are redirected to the home screen where all the dataviews in that particular workspace are listed. Here, click on the dataview whose dashboard is to be created and the screen shown below will appear.

This screen is a place where a dataview can be fully explored. As a result, inferences can be drawn and insights generated within EasyInsights itself. Here, dataviews can also be deleted. But most importantly, the dataview can be loaded to a BI tool of our choice.

If the dashboard is to be made in Tableau, select Tableau in the drop-down list as illustrated above. Credentials will be generated. These credentials will be used by Tableau to establish access to the dataview from the Postgres warehouse where EasyInsights has loaded the data. Now click on the Go to Tableau Button

Step 9 – Sign in to the Tableau Desktop App. Here, click on To a Server > More. Now search for PostgreSQL, and click on it.

Step 10 – A pop-up will appear. In the General Section, fill in the credentials generated by EasyInsights generated in Step 8. Hit Sign In, and a pop-up comes up again. Tableau is now establishing access to the dataview.

Step 11 – After the connection is established, the following screen appears. Here, click on the dataview whose dashboard you want to create. Follow the instruction, and drag the dataview to the main screen. The data will now get populated on the main screen. Here, choose how you want to maintain the Salesforce Dashboard (Update now or Update Automatically). Now click on Sheet 1 at the bottom of the screen