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Tableau Conference Session Resources: Custom AI Architectures: Fueling Agents with Tableau

 

Hey DataFam and Trailblazers! 

Ready to level up your MCP skills? 

 

Join @Justin Craycraft and me at Tableau Conference 2026 to peek under the hood of custom AI. We’ll compare top frameworks like MCP and LangChain to bridge trusted Tableau context into your agents, ensuring every AI response is backed by business truth.

 

Custom AI Architectures: Fueling Agents with Tableau 

🗓️ Tuesday, May 5

8:30 AM - 8:50 AM PDT

Theater 1 | Data Village, Ground Level

 

🗓️ Wednesday, May 6

1:10 PM - 1:30 PM PDT

Theater 4 | Data Village, Ground Level

 

Resources

 

 

#Tableau APIs & Embedding  #API  #Tableau Cloud  #Tableau Server  #Tableau Next

1 comment
  1. Apr 28, 4:03 PM

    @Tara Morton

      Great review of details.  

     

    I am currently testing the Tableau MCP connector with Claude and wanted to document the issue we are experiencing and confirm the best supported path forward. 

     

    We have successfully added the official Tableau MCP connector/extension in Claude, and it works as expected in standard Claude Chat. However, when attempting to use Tableau through Claude Cowork, the Tableau tools are not available.  

     

    In Claude Cowork, we ran ToolSearch for the following terms:

    • Tableau
    • tableau-mcp
    • Tableau MCP
    • workbooks
    • datasources
    • published data sources

    The result was that no Tableau tools were found. Claude Cowork also explicitly stated:

    “I do not have Tableau MCP tools in my allowed tools list for this Cowork session.”

    Based on feedback from Anthropic support, the likely reason is that the Tableau .mcpb Desktop Extension is designed for local Claude Desktop environments and cannot run in web-based Claude Cowork.  

     

     Please let us know the best supported implementation path, whether this is currently available, and any documentation or examples you can share.  

     

    Thank you in advanced.

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  I'm trying to register a custom MCP (Model Context Protocol) server with Agentforce Registry as an External Service, but getting this error: 

 

  We couldn't connect to the MCP server. Check the Server URL and try again. 

  API Catalog Error fetching server definition APPX: Exception occurred while retrieving service descriptor, ExternalServiceException:errorFetchMcpServerDefinition 

 

  However, my server logs show all requests are succeeding: 

 

  - GET /mcp/http → 200 OK (returns server discovery metadata) 

  - POST /oauth2/token → 201 Created (returns access token) 

  - POST /mcp/http (initialize) → 201 Created (MCP initialize handshake) 

  - POST /mcp/http (notifications/initialized) → 201 Created 

 

  The server correctly implements: 

  - OAuth 2.0 Client Credentials flow 

  - MCP HTTP transport with JSON-RPC 2.0 

  - Server discovery endpoint returning protocol version 2025-06-18 

 

  Questions: 

  1. Are there additional requirements for MCP server registration beyond successful API calls? 

  2. Does ExternalServiceException:errorFetchMcpServerDefinition indicate a specific validation failure? 

  3. Are there logs or debugging tools in Salesforce to see why registration fails after successful connection? 

  4. Is there a specific response format or schema the API Catalog expects that might not be documented? 

 

  Any guidance would be appreciated! 

 

5 answers
  1. Apr 8, 5:29 PM

    You'll want to be part of the current Agentforce pre-release program; be sure to contact @Moe Basi and be in touch with him.

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been using salesforce for a while and always struggled with getting wordpress form data into it without paying for zapier or any middleware

recently figured out a way to send Contact Form 7 submissions directly into salesforce as leads using a free wordpress plugin called Contact Form to Any API

you just install it from wordpress repo then add your salesforce REST API endpoint set up authentication and map your cf7 fields to salesforce lead fields like firstname lastname email phone and thats it. every form submission goes straight into salesforce automatically

took me around 15 mins total the oauth part takes a little time but once its done everything works perfectly no recurring fees no third party tools nothing

hope this helps someone who was stuck like me. drop a comment if you need help with the setup 

 

#Salesforce Developer  #Flow  #Integration  #API  #Sales Cloud

1 comment
  1. Mar 12, 10:59 PM

    Hi @Kevin Miller - One small thing to keep in mind when sending Contact Form 7 data directly to Salesforce:

    • Use the Salesforce REST endpoint like 

       /services/data/vXX.X/sobjects/Lead/

    • Authenticate with OAuth (Connected App).
    • Map the CF7 fields to Lead fields such as FirstName, LastName, Email, Phone.
    • If needed, you can also send extra fields like Lead Source = Website so you can track where submissions came from.

    For more advanced setups later, you can also trigger a Salesforce Flow on Lead creation to handle things like assignment rules, campaign association, or notifications.

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Resources from the Agentforce NOW Ask Me Anything on Agentforce Grid

 

I hope you joined us for the fantastic Agentforce NOW AMA on Wednesday 28 January 2026 featuring @Charles Watkins with product experts @Avi Shah and @Brady Sammons. They loved answering your questions about Agentforce Grid. If you missed it, don't worry - we recorded the series and our experts have provided some great resources so you can continue your learning!

Still have questions? Post them in this thread for our experts! 

 

*All AMAs are recorded and can be watched on demand on the Salesforce Developers YouTube channel.

 

#Agentforce #AI #Workflow #API

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Hello Trailblazers.

 

I am trying to create an API and I was able to get the first step done which is to connect it to Postman. Now, I am having issues with testing it. It's giving me "The requested resource does not exist". I have no development background whatsoever and I am self learning. Appreciate it if you can help. Here's the link that I am testing:

 

https://qu--losb.sandbox.my.salesforce.com/services/data/v1.0/query/?q=SELECT+Id,Name+FROM+Account

 

I know that I'm supposed to change the placeholders but when I do, it's giving me the same error.

 

 

#Salesforce Developer  #API

4 answers
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Hi everyone, 

 

I wrote a step-by-step tutorial that shows how to

import Salesforce data into Notion and keep it in sync automatically,

no coding required. It covers creating a Connected App with OAuth, running SOQL to select objects like Leads, Contacts, or Opportunities, and mapping fields into a Notion database with scheduled refresh. 

 

If you want a single source of truth in Notion for pipeline reviews, GTM dashboards, or leadership updates, this will help reduce manual exports and keep everyone aligned:

Salesforce Notion integration

 

 

Happy to answer questions or add examples. 

 

#Integration  #Automation  #API

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3 comments
  1. Aug 11, 2025, 3:50 PM

    @Vishal Verma

     

    Starting SFDX: Open Default Org

     

    12:49:07.265 sf org:open

    Warning: Starting in August 2025, this command will generate single-use URLs when you specify either the --json or --url-only (-r) flag. These URLs can be used only one time; subsequent use won't allow you to log in to the org.

    Opening org 00DNS00000WZnJZ2A1 as user epic.2eff1754919368135@orgfarm.salesforce.com

    Waiting to resolve the Lightning Experience-enabled custom domain...... done

    12:49:23.245 sf org:open

     ended with exit code 0

     

    12:49:57.145 Starting SFDX: Deploy This Source to Org

     

    === Deployed Source

    No results found

     

    12:50:10.500 Ended SFDX: Deploy This Source to Org 

     

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I am trying to assign the "User Connect API " permission to a user in my Salesforce org,but it is not visible in System Permissions list while creating or edition permission set. 

Her are the details: 

User License: Salesforce 

 

We are attempting to use the Connect API class in Apex to post Chateer feed items(with @mentions), but are encountering the error: 

"ExecutionException: Insufficient Privileges: The Connect API is not enabled for this user type." 

 

Please help us  on enabling the "Use Connect API" permission.

 

#Case  #API

2 comments
  1. Jul 6, 2025, 11:33 AM

    HI Abhishek, 

    We are referring to the user who have similar access like System Admin. 

    And even though we looked into standard profiles like System Administrator for the already enabled permission set there is no luck. 

    If the standard configuration does not support, Is there any way we can query that permission and assign to the user? 

     

     

     

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🎉 Thanks to our Forum Ambassador @sushil kumar 😍 for an awesome write-up on: How to build New Record Screen With API Call Integration >> https://help.salesforce.com/s/articleView?id=004637097&type=1 Click to learn more! 

 

We would love to hear your feedback on our article. Please take a moment to let us know by clicking on the "Yes" or "No" button below the article. 

🎉 Thanks to our Forum Ambassador @sushil kumar 😍 for an awesome write-up on: How to build New Record Screen With API Call Integration >> https://help.salesforce.com/s/articleView?

 

#Screen Flow #API #Salesforce Developer

1 comment
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In two days, I will be talking about Prompt Templates at TrailblazerDX, by presenting the session:In two days, I will be talking about Prompt Templates at TrailblazerDX, by presenting the session:WEDNESDAY, MAR 6, 5:00 PM - 5:40 PM THURSDAY, MAR 7, 1:00 PM - 1:40 PMAdd to agenda | Resources Hope tWEDNESDAY, MAR 6, 5:00 PM - 5:40 PM 

THURSDAY, MAR 7, 1:00 PM - 1:40 PM

Add to agenda  | Resources

 

Hope to see you there! 

 

#AI #Apex #LWC #API

21 comments
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