Hi! I’m trying to embed a Tableau Cloud dashboard in Salesforce so that users can view the dashboard without having to authenticate separately with Tableau.
From what I understand, using Tableau Embedding + Tableau View requires SSO configuration with a dedicated user account, which I don’t currently have available.
Is there a way to configure authentication using an external application or Tableau Connected App so that users can access the embedded Tableau dashboard without having to reauthenticate with Tableau Cloud?
Any guidance on the recommended approach would be greatly appreciated. Thank you!
#CRM Analytics #Tableau Cloud #Salesforce Admin #Analytics
Diego, that OAuth 2.0 trust connected app is the path I'd point Kathy to for the standard Tableau LWC. Once Tableau Embedding is set up in Salesforce and Enable Single Sign-On is on, the component handles the handshake. She doesn't need a separate token service for that route.
Kathy, the trusted URL and the site ID get the viz onto the page. Each person still needs their own Tableau Cloud user with access to the workbook. The connected app doesn't create those users.
