1. Tableau & Salesforce Integration
Why, What & How
Questions, Comments, Concerns, contact Scott deVillers::
Slides: 10 minutes
Demo
SFDC & Tableau 10 minutes
Workbook 5 minutes
Questions 5 minutes
Flow:
Slides, show dashboards in Desktop, show same in Server, show in SF
Build VF page, drop in section, drop in VF page (point out where URL came from)
Document Version 02 | 25 JUNE 2015

2. Why You‘re already in SF – why leave?
Integrate with non-Salesforce data
Eloqua, spreadsheets, web logs
Analyze what you’re looking at (contact, opportunity, account …) near real time
Workflow? Tableau can help.

3. What Tableau Dashboard for Accounts Tableau Dashboard for Contacts
See total customer spend by product over time
Open Opportunities
Tableau Dashboard for Contacts
See what contacts are doing on website*
Tableau Dashboard for Opportunities

4. How Ingredient List: SFDC Developer w/access to Developer Edition
Free trial – access at least once every 6 months
Tableau Server accessible by SF*
SSL
Tableau Dashboard with SF Data

5. What
What it is: a portable POC you can use to promote this idea within your organization
What this demo doesn’t have:
SSO
Topology to fit your corporate requirements
Your imaginations!

6. Demo

7. How – Odds & Ends Openssl config See Notes
Driving Salesforce from Tableau
Free SFDC Developer Account
3 Lines of code used in this demo
Apex code used in demo:
Base
<apex:page standardcontroller="Account" >
<apex:iframe src=""/>
</apex:page>
Completed
<apex:iframe src="
Action URL Examples:
ID>
Goes to Opportunity using value passed in by Tableau workbook
to Complete>&tsk4=<Parameters.Date of Activity>&00N jQX=<Parameters.Delivery Method>&00N jQZ=<Parameters.Presales Activity Type>&00N RJ6=<Parameters.Activity Type Detail>&tsk12=Completed&what_id=<Opportunity Short ID>
Creates new task, pre-populates required fields (Subject
SFDC Developer Account:
developer.salesforce.com
What about Wave?
1. Like the massive data warehouses of old, Wave requires that you move all your data into Wave before you can analyze it. This is true even of Salesforce data. With Tableau, you can connect to your data right away, wherever it lives. You're not required to move all your data before analyzing it. 
2. Wave doesn't have the power and flexibility of Tableau desktop for authoring. For example, it can't currently do mapping or a lot of statistical features. 
3. The price point is currently very high and suitable only for large enterprises. We have also not heard of many customers actually implementing Wave-- in the dozens, not even hundreds.