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 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.

Open the Tableau Cloud SAML settings

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 Enable an additional authentication method check box, select SAML, and then click Edit connection.

    Screen shot of Tableau Cloud site authentication settings page

Configure SSO from Salesforce to Tableau Cloud

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

Add users to the SAML-enabled Tableau site

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

  2. Complete the SAML connection by adding the users you assigned in the Salesforce Application Profile Assignment page to Tableau Cloud. On the Authentication page, scroll down to Manage users to add or select users.

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