Merge Prepared Tableau CRM Data into Salesforce with the Salesforce Output Connector (Beta)

Push your prepared dataset Account, Opportunity, and custom object data into any Salesforce org from Tableau CRM with the Tableau CRM Salesforce Output connector and Data Prep. With your prepared data back in Salesforce, you can integrate external data, apply the suite of Salesforce automation tools to act on the data, and allow non-Tableau CRM users access to the data through reports and dashboards.

Where: This change applies to Tableau CRM (formerly Einstein Analytics) in Lightning Experience and Salesforce Classic. Tableau CRM is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

Note

Note

As a beta feature, Salesforce Output Connector is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Salesforce Output Connector in the Tableau CRM Pilot and Beta Connectors group in the Trailblazer Community.

Why: Tableau CRM helps you merge remote data with Salesforce records and use transformations such as predict missing values, sentiment analysis, and clustering for improved analysis and visualization. Now you can use a Data Prep output node with the Salesforce output connector to insert, update, and upsert the augmented data to any connected Salesforce org.

For example, look up and update Account data with external Orders, then push the data back into Salesforce. Use Data Sync to pull Account record data from Salesforce into Tableau CRM, and the Tableau CRM Snowflake Connector to pull Order data from Snowflake. Then use a Data Prep Join node to associate the Order data to Account records and an output node to push the transformed data to Salesforce. In Salesforce, use Process Builder to alert account owners when their order trend is declining.

How: On the Connect tab of the Data Manager, click Connect to Data. Add a connection on the Output Connections tab and configure it with a Salesforce org’s information. The org credentials you use determine the connector’s access level.

The Output Connections tab of the Connections section.

Build your recipe with Data Prep. In our example, look up and update Salesforce account data with external order data. In an Output node, select to write to the Output Connection (1). Select the Salesforce Output connection to push data to (2) and the object to write to (3). Select whether you want the push to UPDATE, INSERT, or UPSERT data (4). Map recipe columns to their equivalent external object columns (5).

Output node of a Data Prep recipe configured to use the Salesforce output connector.

Save the recipe. When the recipe runs, Tableau CRM writes the output to the Salesforce org.