Seamlessly connect Salesforce with Tableau Cloud

Before you embed a Tableau View (from Tableau Cloud) onto a Salesforce Lightning Page, consider these extra setup steps to ensure a seamless experience, without extra login screens for users.

Steps required on Salesforce, to be completed by Salesforce Admin:

  1. Navigate to Salesforce > Setup
  2. Search for, select: Trusted URLs
  3. Click New Trusted URL
  4. Fill out the form as follows:
    • API Name: Pick an API name. This is used internally by Salesforce
    • URL: Enter URL of the Tableau Cloud server (e.g. https://prod-useast-b.online.tableau.com)
    • Description: Populate description
    • Active: Checked
    • CSP Context: All
    • CSP Directives: Check all boxes
  5. Click Save.
  6. Navigate to Salesforce > Setup
  7. Search for, select: Tableau Embedding
  8. Fill out the form as follows:
    • Turn on single sign-on (SSO) authentication with Tableau connected apps: Checked
    • Select Tableau User Identity field: Email
  9. Copy the Issuer URL and JWKS URI and provide it to the Tableau Cloud Admin
  10. Click Save.
  11. In the Tableau Host Mapping section, click Create New
  12. Fill out the form as follows:
    • Tableau site URL: Enter URL of the Tableau Cloud server (e.g. https://prod-useast-b.online.tableau.com)
    • Tableau site ID:
      • On the Tableau Cloud site, fully open a Tableau Dashboard you’d like to embed
      • Click the Share button (top right corner)
      • Click Copy Site ID
      • You’ve copied the Site ID which is represented as a 32-digit GUID
      • Paste this value into the Tableau site ID field in Salesforce
    • Tableau site host type: Tableau Cloud
  13. Click Save.
  14. Navigate to each Lightning Page where you’ve embedded (or would like to embed) a Tableau View.
    • Embed (or edit) each Tableau View component.
    • URL from the Tableau view:
      • From the Tableau Cloud page you pulled the Site ID from, click the Copy Link button for the URL; Paste that into the URL
    • Enable Single-Sign On: Checked

Steps required on Tableau Cloud, to be completed by Tableau Cloud Admin:

  1. Navigate to Tableau Cloud > Settings
  2. Click Connected Apps Tab
  3. Click Create Connected App
  4. Fill out the form as follows:
    • Connected app name: Pick a Connected app name. This is used internally by Salesforce
    • Issuer URL: From Salesforce steps, above
    • JWKS URI: From Salesforce steps, above
    • Enable connected app: Checked
  5. Click Create

All set. Tableau Views embedded into Salesforce will now display without needing to click “Sign in to Tableau Cloud”.

Reference:

https://help.tableau.com/current/online/en-us/lwc_seamless_auth.htm

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