Merge Prepared Tableau CRM Data into Salesforce with the Salesforce Output Connector (Beta)
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.
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.
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).
Save the recipe. When the recipe runs, Tableau CRM writes the output to the Salesforce org.