Hi,
- I would like to know if I can write back to Salesforce objects directly from Tableau dashboard and does this functionality require a bridge?
- Is there a native option for write back to Salesforce in tableau reports/dashboard? If yes, how? Any documentation?
- I would also like to know the same for SQL Server.
- Is there a recycling Bin in Tableau Cloud? (Where we can recover deleted tableau reports)
- Is there a tableau report version rollback? (reverting to previous tableau report versions)?
Hi @Meer Nazmul,
Welcome to the forum, please read the guidelines for the best practice in posting, as posting many questions like this at once can confuse the thread and make it difficult for other people that have similar questions.
https://community.tableau.com/s/forum-guidelines
To update data in Salesforce you can look at the 'External Actions' extension, this will allow you to send data to Salesforce from Tableau and use it in a Flow to update records.
https://help.tableau.com/current/online/en-us/external_actions.htm
For SQL Server there are a few Write Back extensions available on the app exchange.
https://exchange.tableau.com/en-gb/products/114
https://exchange.tableau.com/en-GB/products/1070
If you have a published report you want to roll-back then you can click on the three dot menu on Tableau Server/Cloud and select 'Revision History' to see the history and roll back if needed.
