Chapter 6: Time for Tableau

Now that we’ve built our extension, we need to add it to a Tableau dashboard! Open up Tableau and create a sample dashboard that connects to your Salesforce account. We opted for creating a simple quilt:

https://extension-documentation.s3.amazonaws.com/tutorials/salesforce/sf_screenshot.PNG

Now we’re ready to add our extension to our dashboard.

https://extension-documentation.s3.amazonaws.com/tutorials/salesforce/image055.png

In Anvil, press the green “Test in Tableau” button in the top right of your screen and click the link in Step 1 (“Click here to download the manifest…”):

https://extension-documentation.s3.amazonaws.com/tutorials/salesforce/image057.png

  • Once the .trex file has downloaded, open your Tableau Dashboard and locate the “Extension” button in the Objects pane.

  • Click and drag this button on to the dashboard to add the extension.

  • A dialogue box named “Add an Extension” will open. Click “Access Local Extensions” and select the .trex you downloaded from Anvil

  • Accept the dialogue by clicking the blue button.

Congrats!

You now have a working Tableau Extension that writes back to Salesforce:

https://extension-documentation.s3.amazonaws.com/tutorials/salesforce/SF+Tutorial.gif

Click here to clone the Anvil App