# Tableau 2020.2: How to connect to Salesforce in Tableau Prep Builder.

> This is content from just-tim, the data-and-analytics channel by Tim Ngwena (formerly 'Tableau Tim'). Tim has 12+ years of hands-on BI experience and covers Tableau most of all, plus Power BI, Looker, Hex, SQL and data modelling, the analytics industry, and the craft of doing the job — always tool-agnostic and honest about the trade-offs.

- **Author:** Tim Ngwena (just-tim, https://just-tim.com/about)
- **Published:** 2020-05-06
- **Format:** Video · 4 min watch · transcript available
- **Topics:** Data prep
- **Tools:** Tableau (prep)
- **Canonical:** https://just-tim.com/posts/tableau-2020-2-how-to-connect-to-salesforce-in-tableau-prep-builder
- **Watch:** https://www.youtu.be/isNS7LQSLVY

I show how to connect directly to Salesforce from Tableau Prep Builder in version 2020.2, removing the previous need to go through a published data source. I walk through authenticating, browsing Salesforce objects, and doing some basic data prep with a join before outputting the result.

## Key takeaways

- From Tableau Prep 2020.2 you can connect directly to Salesforce rather than working through a published data source first
- Authentication opens a browser and picks up your existing Salesforce login automatically, then surfaces all the objects available to you
- Bringing in objects like the opportunity stage also pulls through related attributes and useful metadata such as linked keys
- You can join the stage name to the master label, with matched and unmatched rows clearly highlighted in the join result
- The output step supports single-file output and the new incremental refresh option in Tableau Prep

Watch the full video, read the transcript and use chapter deep-links on the page: https://just-tim.com/posts/tableau-2020-2-how-to-connect-to-salesforce-in-tableau-prep-builder

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just-tim — Data and analytics, with a point of view. · https://www.youtube.com/channel/UC7HYxRWmaNlJux-X7rNLZyw · https://twitter.com/TableauTim · https://www.linkedin.com/in/timngwena