0:00Hey it's Tim here and in today's video I'm
0:01going to be showing you how to connect to
0:03Salesforce directly from Tableau Prep. Now
0:06previously before 20.2 what you had to do
0:08is connect to a published data source in
0:11order to work with Salesforce data in Table
0:13au Prep.
0:13But now as you can see I can actually just
0:15connect directly to Salesforce. What it
0:17will do is it'll
0:18open up a browser as you try and authent
0:20icate and it will automatically authenticate
0:22you.
0:22I was already logged into my Salesforce
0:24instance so it will automatically pick that
0:27up and when I
0:28get back to Tableau Prep you'll see that I
0:30can immediately see my tables. Now whatever
0:33URL you
0:34typically use for Salesforce there that's
0:36what will show up here in the top. And as
0:38you can see
0:38I get full access to all my tables. I can
0:40just increase the amount of space here and
0:42you can see
0:43I get full access to all the objects that
0:45are available to me typically in Salesforce
0:47. So I'm
0:48just going to go ahead and do some very
0:49basic data prep. I'm going to bring in the
0:51opportunity table
0:52and pretty much every Salesforce instance
0:55has that by default. So if you're following
0:57along you can
0:58get a developer account and use this or you
1:00can just watch and see what I'm doing. I'm
1:02going to
1:03do a very simple bit of data prep. I'm
1:05going to try and join on the stage object
1:08onto this main
1:09opportunity object. So if I just type in
1:11stage make sure that that's in my data set
1:13you can see
1:14here the stage names are all available
1:16there. And if I bring in the opportunity
1:18stage as a
1:19separate connection here you can see that
1:22it starts to load and I can see the full
1:25list of tables. Now notice that it actually
1:27brings in a couple of other attributes that
1:29are related
1:30to this. So linked keys, any sort of
1:32metadata that's useful in Salesforce it
1:35tries to pull as
1:36much of that through and I'd expect this to
1:38get better given that Salesforce is a quiet
1:40table.
1:41So let's add in another cleaning step in
1:43here so we can just make sure that we can
1:46see all the data
1:47that we'd like to see. And you can see here
1:50the master label is available to us here.
1:52So I can
1:52just go ahead drag this onto the top item
1:55in blue. It will create a new union step. I
1:59'm interested
1:59in keeping basically all the items from the
2:02blue data set, doing a left join in
2:04traditional terms.
2:05And what we want to do is get the stage
2:08name and match that with the master label.
2:12That's a very
2:13basic join. You could probably do a better
2:15join than that using a different sort of
2:17criteria but
2:18if I then zoom out of that you can see here
2:20that it gives you the join result here at
2:22the bottom.
2:23So there's 31 items that have matched which
2:26is great. One item didn't match from my
2:28second data
2:29set which is the closed and lost here. You
2:31can see that that's highlighted here in red
2:33.
2:33But other than that the join has been
2:35successful. I can then go ahead and publish
2:37this out to a
2:38database. I can even preview my data here.
2:40I get this nice sort of summarized view
2:43that I can see
2:43that's great in Tableau Prep. And I can
2:46even just see the fields that are available
2:48to me here if I
2:49wanted to. Or I can even see a bit of both,
2:51just a table, the summary and what I want
2:54to do.
2:55The last step is obviously to out... The
2:58last step is obviously...
2:58The last step is obviously to output this.
3:02So I can just hit on this step here and
3:05output this.
3:06And what I'm going to do in this case is
3:08output it to a single file. You'll also see
3:11here one of
3:12the new options in Tableau Prep which is
3:14the ability to do incremental refreshes.
3:16But check
3:17out my video on that feature in the link
3:19above. All right, that's it. If you've
3:21enjoyed this video,
3:23hit the like button, hit subscribe.
3:25Otherwise, I'll catch you in the next video
3:26. Drop a comment
3:27below if you'd like to see different kinds
3:30of content.
Tableau | Data prep