Hi everyone,
I’m currently trying to embed a Tableau Pulse metric into a Salesforce Account record page using the Lightning Web Component (LWC).
The component loads successfully, but I’m running into an issue with “Filter on Record ID” not applying correctly.
Setup:
- Pulse metric created in Tableau Cloud
- The Account ID field is present on the data source of the pulse metric that I am embedding
- LWC is added to the Account record page in Salesforce
- “Filter on Record ID” is enabled in the component
Issue:
When viewing different Account records in Salesforce, the Pulse component does not change or filter based on the Account ID. It appears to show unfiltered or default data.
What I’ve checked so far:
- The Account ID exists in the Tableau data and matches Salesforce IDs
- Data type is string
- IDs are consistent (18-character format)
How should I fix this? Is there any step I am lacking on the Tableau Pulse Metric?
Here's the screenshot of the tableau pulse metric.
Here's the set up in SF (unchecking the Filtering on Record ID for the metric to load)
Hoping for someone who can assist me here, thank you!
#Tableau Pulse