Connecting Tableau Desktop to Salesforce CDP requires the Salesforce JDBC driver, Connected App setup, and the Salesforce_CDP.taco connector file.

Warning: Before you upgrade to Tableau Desktop version 2021.4 or above, you have to remove the old .taco file to avoid a file conflict.

Step 1: Set up the Salesforce CDP connector

Note: If you are using Tableau Desktop 2021.4 or later, skip to step 2. Starting in version 2021.4, the Salesforce_CDP.taco file is automatically installed. To take advantage of new features as well as other improvements and enhancements, upgrade to the latest version of Tableau Desktop.

  1. Download the latest Salesforce CDP connector (Salesforce_CDP.taco file) from the Tableau Exchange Connectors site: Salesforce CDP.

  2. Move the .taco file to the Tableau connector folder:

    • Windows: C:\Users[Windows User]\Documents\My Tableau Repository\Connectors

    • macOS: /Users/[user]/Documents/My Tableau Repository/Connectors

Step 2: Install the Salesforce CDP JDBC driver

  1. Download the latest JDBC driver (Salesforce-CDP-jdbc-[version].jar file) from the Salesforce CDP GitHub site: Salesforce-CDP-jdbc.

  2. Move the downloaded Salesforce-CDP-jdbc-[version].jar file to the following location:

    • Windows: C:\Program Files\Tableau\Drivers

    • macOS: /Users/[user]/Library/Tableau/Drivers

Step 3: Set Up a connected app in Salesforce CDP

  1. Log in your Salesforce CDP org as the admin user.

  2. Go to Setup and search for OAuth custom scopes.

  3. Click New Custom Scope and create two custom scopes named cdpquery and cdpprofile.

  4. To install Salesforce CDP Tableau connection as a connection in your connected app, paste the following URL in the web browser:

    https://login.salesforce.com/services/oauth2/authorize?response_type=token&client_id=3MVG9VeAQy5y3BQVJqaUbFmV5jd8imcck2K5idmrTTGocSu9qZZ6qkbuEkxECKVYwmzm3WgvxkujqsxZDcBpL&redirect_uri=http://localhost:55555/Callback

  5. Click Allow.

    Once access is allowed, Salesforce CDP Tableau Connection is added to Connected Apps.

  6. Go to Setup and search for Connected Apps OAuth Usage.

  7. Click Install next to the Salesforce CDP Tableau Connection.

  8. Click Install to confirm.

  9. After the connected app is installed, go to Setup > App Manager > Salesforce CDP > Manage OAuth Custom Scopes.

  10. Scroll down to OAuth Custom Scopes, select the cdpprofile and cdpquery check boxes, and then click Save.

Step 4: Connecting to Salesforce CDP

  1. Launch Tableau Desktop (2021.1 or later).

  2. Go to Connect > To a Server and select Salesforce CDP.

  3. In the Salesforce CDP dialog, confirm that OAuth is selected in the Authentication section and https://login.salesforce.com is selected in the OAuth instance URL section.

  4. Click Sign In to open a window in a web browser.

  5. Sign in to Salesforce with your username and password.

  6. Click Allow.

  7. Close the browser window.

    Tableau Desktop is now connected to Salesforce CDP and you can perform Tableau operations.

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