#Reports & Dashboards101 diskutieren mit

Hi Clinton,

As far as I know, standard Salesforce reporting on Platform Events is quite limited because Platform Events are not stored like normal Salesforce objects unless you explicitly persist the data somewhere.

A few approaches that may help:

1. Persist Platform Event data into a custom object 
   A common solution is using a Trigger, Flow, or middleware process to capture Platform Event payloads and store them in a custom object. Once stored, you can build normal Salesforce reports and dashboards on top of that data.

2. Use Event Monitoring / Streaming APIs 
   If you are using the Streaming Monitor app in Data Cloud, most monitoring data is intended more for operational visibility rather than native Salesforce reporting. Some teams export logs into external analytics tools like Tableau, Splunk, or even cloud-storage/archive platforms such as TeraBox for long-term monitoring and historical analysis.

3. CRM Analytics / Data Cloud dashboards 
   Depending on your licensing, CRM Analytics or Data Cloud dashboards may provide better visualization options for event throughput, failures, and subscriber activity than standard reports.

4. External Logging 
   For enterprise-scale event tracking, many organizations push Platform Event logs into external systems using MuleSoft, Kafka, AWS, or Azure for advanced reporting and retention.

Unfortunately, I don’t believe there is currently a direct “Create Report” option for raw Platform Events or Streaming Monitor data out of the box.

Hope this helps a bit, and I’d also be interested to hear if anyone has found a cleaner native solution.

@Gerika Jacobs

Hi, Dashboard Extension configurations are saved in the workbooks, not directly in Tableau Server. Thus: 

1. Will the extension configuration embedded in published dashboards be retained after the upgrade?

 Yes, it should be. The Extension's configuration is saved in the workbooks.

 2.  Are externally hosted extensions automatically preserved, or do they need to be reconfigured/retrusted after the upgrade? 

3. Is there any risk that the extension settings could be lost, requiring us to edit and republish all 500+ dashboards to redefine the dynamic default dates?

Probably, the greatest risk is not related with Tableau Server. Maybe the greatest risk is with Biztory stopping the hosting, or Biztory problems with hosting the extension.

4. Are there any recommended validation steps before or after the upgrade for dashboards that use extensions? 

a. Your current release keeps working

b. You install, restore a backup and test the new Tableau Server exhaustively, and make sure everythings works as expected.

c. If everything is ok, you restore the newest backup from your "old" production environment into the new one, you modify NAT/Network to point to your new install, and you have a really small downtime.

If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

Regards, 

Diego Martinez 

Tableau Visionary and Tableau Ambassador  

The Salesforce Mobile App doesn't need API Enabled, so removing it won't break mobile. Just check that no other tools your sales team uses, like Outlook/Gmail integrations or AppExchange apps, depend on it. 

For extra control, use API Access Control to allowlist only approved connected apps like Salesforce Mobile. Also make sure users don't have "Use Any API Client" or "Approve Uninstalled Connected Apps." 

For reports, remove the Export Reports permission and limit report subscriptions. The best protection is still sharing and field-level security: if users shouldn't extract financial data, they probably shouldn't see it at all. 

Hey @Nehi Pathak

, there is no direct flag for Sales Cloud users. It depends on how it is setup in your org.  

You can use this generic query

SELECT Id, Name, Profile.Name

FROM User 

WHERE IsActive = true 

AND

= 'Salesforce' 

AND UserPermissionsSupportUser = false 

you can check what profiles are assigned to Sales user. 

For reporting, if you dont have standard report type for user, you can create a custome report type and then run the report.

I'm glad you're figuring this out. Your data and/or LOD calc needs to be cleaned up as it is not returning a single value per user (see image below). But to fix your user counts you need to change the CNT(User) on the License Matrix sheet to CNTD(User) to count distinct users.

Chris's Set and FIXED LOD approach looks like the right solution.

One additional dashboard-layout point: if the milestone section contains multiple worksheets, place all of them inside a single tiled layout container and apply Dynamic Zone Visibility to that container rather than to each worksheet individually.

That way, when the Boolean calculation returns False, the entire milestone section is hidden and the surrounding tiled content can use the released space.