Salesforce Marketing Cloud

Applies to: Tableau Desktop, Tableau Prep, Tableau Server

This article describes how to connect Tableau to the Salesforce Marketing Cloud connector. To begin, you must install the connector and configure the instance to accept Application Programming Interface (API) connections. The Marketing Cloud connector needs a plugin (.taco file) and a driver.

Note: Multi-factor authentication (MFA) isn't supported.

Driver required

Check that the driver is installed on your computer. If the driver isn't installed on your computer, Tableau displays a message in the connection dialog box with a link to the Driver Download page, where you can find driver links and installation instructions.

 

MFA Work Around

If you are having problems using MFA with Salesforce Marketing Cloud. You first need to enable MFA on the web UI login, then follow the steps on the Tableau Exchange. To get the instructions, see:

Salesforce Marketing Cloud

Install the Connector

Complete the following steps to install the connector in Tableau.

  1. In Tableau, in the Connect panel, locate the To a Server section.
  2. Select More, and in the connections list, select Salesforce Marketing Cloud. If necessary, let Tableau install the connector and restart.
  3. In the dialog that appears, enter the following information:
    1. In User, enter the name of the Marketing Cloud API user.
    2. In Password, enter the password associated with the API user account in Marketing Cloud.
    3. In Subdomain, enter the subdomain listed as part of the SOAP Base URI in Marketing Cloud's configuration summary (for example, https://<<SubDomain>>.soap.marketingcloudapis.com/).
  4. Click Sign In to finish making the connection.

Configure the Marketing Cloud Instance

The Marketing Cloud Connector needs an API integration to be configured and given appropriate privileges. After it's configured, your instance has a Subdomain value that can be entered into Tableau’s connector dialog.

Note: Only Marketing Cloud Administrators can configure a subdomain.

Configure your Subdomain

  1. Sign into the Marketing Cloud connector with your Marketing Cloud administrator ID.
  2. Go to Setup, Installed Packages.
  3. Select Create a new package.
  4. In the Name field, enter a package name.
  5. Choose Create with enhanced functionality.
  6. Select Save.
  7. In Add Component, under Choose Your Component Type, select the API Integration Component Type.
  8. Select Next.
  9. In Add Component, under Choose Your Integration Type, select Server-to-Server.
  10. Select Next.
  11. Choose your scopes. The SOAP Base URI populates.

Refresh your data

Tableau only supports data extract connections for the Marketing Cloud connector. You can update the data by refreshing the data extract. For more information, see Refresh Extracts. For information about refresh schedules, see Schedule Extract Refreshes as You Publish a Workbook.

See also

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