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Hello,

 

We are having difficulties getting our salesforce data to automatically refresh. We're being directed to configure the Tableau server, but we aren't using that.

 

Is there a way to get refreshed Salesforce data without using the server?

 

Thank you.

 

Will

5 answers
  1. Jul 11, 2022, 7:22 PM

    Thanks Michael, I just followed those stops and received this error when I went to try an extract to a Salesforce connected workbook.

    I added a Consumer Key, Consumer Secret, and CallBack URL to the connection. Those items were generated about ten days ago, so maybe something expired?

     

    Thanks Michael, I just followed those stops and received this error when I went to try an extract to a Salesforce connected workbook.

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