To avoid this, once your dashboards are embedded, you’ll want to set up single sign-on across the two applications. You don’t want your users to log into Salesforce only to find a Tableau login screen where the dashboard is supposed to be. As a result, this might not be the best approach if you’re looking to provide an experience optimized for mobile devices.
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Note that if you hard code the height and width into the iFrame tag, the dashboards won’t automatically resize to fit different form factors.
For example, you may want to use custom metadata types to differentiate between test dashboards for display in a Salesforce sandbox and live dashboards for display in your production organization. If you’d like to include additional coding on the page beyond simply embedding the dashboard.If you’re still using Salesforce Classic, this is the only supported method of embedding dashboards.
This method is still supported and there are two scenarios where it would make sense to use it: The old-school way of embedding is to create a Visualforce page with an iFrame that contains the share URL for the dashboard using a code snippet like this: To find it, open the dashboard you want to embed, click the Share button in the top-right corner, and click Copy Link. So regardless of the embedding method you decide to use, you’ll need to use this URL to embed your dashboard. This is similar to the URL in your browser’s address bar but it contains some additional security information needed to prevent clickjacking and similar attacks. Finding your dashboard’s Share URLĮvery Tableau dashboard has a share URL. This is all great, but what if you’d like to embed a Tableau Viz (dashboard) into your Salesforce user interface so your users can view it without switching to another application every time they want to view a dashboard? The good news is that not only is this possible, but you can also enable single sign-on (SSO) to work across Salesforce and Tableau, and you can also set up deep linking to open Salesforce record pages from a Tableau dashboard. This lets stakeholders “connect the dots” between data elements that were previously siloed and makes it easy to identify trends that may have been impossible to spot in the past. Tableau enables you to combine data from as many systems as you want and offers a variety of advanced visualization tools to help display it. If you need to combine data from multiple systems into a single report or need to create advanced visualizations from your data, an analytics tool like Tableau is a great fit. Also, certain types of visualizations aren’t possible using standard dashboards (e.g., displaying location data on a map), so your options for presenting your data without a visualization tool are limited as well. Any data that appears in a Salesforce report has to be stored in the platform, which prevents you from combining Salesforce data with potentially useful data stored in other systems. But for as powerful as standard reports and dashboards are, they’re not without limitations. Your users are probably used to building standard Salesforce reports and dashboards to report on data stored in your Salesforce organizations.
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