Configure SAML with Salesforce


If you’ve configured Salesforce as your SAML identity provider (IdP), use the information in this topic alongside the Salesforce documentation to add Tableau Cloud to your single sign-on applications.

Notes: 

  • These steps reflect the Salesforce application and can change without our knowledge. If the steps described here do not match the screens you see in Salesforce, you can use the general SAML configuration steps, along with the Salesforce documentation.
  • Beginning February 2022, multi-factor authentication (MFA) with Salesfoce is a Tableau Cloud and Salesforce requirement.

Step 1: Configure SAML in Tableau Cloud

To configure the Salesforce application, you will need to use information in the Tableau Cloud SAML settings.

  1. Sign in to your Tableau Cloud site as a site administrator, and select Settings > Authentication.

  2. On the Authentication tab, select the Enable an additional authentication method check box, select SAML, and then click Configuration (required) drop-down arrow.

    Screen shot of Tableau Cloud site authentication settings page

Step 2: Configure Tableau Cloud application in your IdP

See the Salesforce documentation, Configure SSO from Salesforce to Tableau Cloud(Link opens in a new window).

Step 3: Add users to the SAML-enabled Tableau Cloud site

  1. After you complete the Salesforce configuration steps, return to your Tableau Cloud site.

  2. Complete the SAML configuration by adding the users you assigned in the Salesforce Application Profile Assignment page to Tableau Cloud by selecting existing Tableau Cloud users, or add new users you want to approve for SAML.

    When you add or import users, you also specify their authentication type. On the Users page, you can change users’ authentication type any time after adding them. For more information, see Add Users to a Site or Import Users.

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