Tableau Cloud Help

The Tableau View Lightning web component (LWC) allows Salesforce customers to drag and drop embedded Tableau views from Tableau Cloud or Tableau Server onto Salesforce Lightning pages.

For instructions to turn on a Tableau LWC, add a trusted URL, set up seamless authentication and host mapping and add a component to a Lightning page, see Configuring Tableau Lightning Web Components.

When you’ve added a Tableau View LWC to your Lightning page, configure the component fields.

Component fieldDescription

Component field	Description
URL for the Tableau view	This field is required. Enter the URL for the Tableau View that you want to embed. To find the URL, open a new tab and find the Tableau view that you want to embed. Select Share, and then select Copy Link. Note: The URL must be for a view, not a workbook.
Default Authentication Token	Ticking this box is required if you’re using seamless authentication.
Site ID	This field is required for seamless authentication if there isn’t a host mapping specified for the URL used in the Tableau view field. If a host mapping exists for the Tableau site, the contents of this field are ignored.
Custom Authentication	This field accepts a single JWT for one-time testing purposes.
Show Tabs	Tick the box if you want to show tabs.
Show Toolbar	Tick the box if you want to show the toolbar.
Height	Height in pixels.
Custom Query Parameters	Used for static filtering of the view. Enter as FieldName=FieldValue (for example, Manufacturer=3M).
Debug Mode	Tick the box to turn on debug mode.
Force refresh toggle	When troubleshooting, you can toggle this tick box to refresh only this component instead of refreshing the whole Lightning App Builder Page or all components on the Lightning Page.
Set Component Visibility: Filters	Create filters for when to display the component. For example, you can filter on a specific user, permissions or device form factor. To add a filter: Select Add Filter. Choose Select to pick a field to filter on. Complete your selection, and then select Done. Select Done to save your filter.

Fields available only on Record pages

The following fields make it possible to dynamically filter on up to two fields. For example, you can filter on "Account Id" using the tick box and "State/Province" using the advanced filters.

Component fieldDescription

Component field	Description
Filter on Record Id	Used for dynamic filtering of the view using the Record Id. The name of the field in the data source for the view must match the format “Record Type Id” and is case sensitive. For example, if the Lightning page is for Account records, the field in the view must be named “Account Id”.
Tableau Advanced Filter	Used for dynamic filtering using a specific field of the current record. Enter the name of the field in the data source for the view.
Salesforce Advanced Filter	Used for dynamic filtering using a specific field of the current record. Select the corresponding field on the Salesforce record.

Tableau View component troubleshooting

From the page that contains the Tableau View Lightning web component, select the gear icon, and then select Edit Page.

1. Click on the Tableau View Lightning web component to open the property editor.
2. Confirm that the URL for the Tableau view field contains a valid URL for a Tableau view (not a workbook). Open the Share dialog for a Tableau view, and then choose Copy Link.
3. The tick box for Default Authentication Token must be selected.
4. Verify the Site ID field if no host mapping has been saved for this site. Note: The Site ID field is ignored if a host mapping is defined for the site.

• For Tableau Cloud, the field must be populated with the Site ID copied from the embedded Tableau view Share dialogue.
• For Tableau Server, the field must be blank.

For other Tableau LWC and seamless authentication information and troubleshooting, see Configuring Tableau Lightning Web Components.