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I understand that Tableau lives outside of Salesforce orgs but can access data from orgs and be embedded back into Salesforce using widgets like this LWC component.

In my (managed) package I want to have a Dashboard that shows a diagram with relations of org specific data. Making this work for data objecs and for a single org is easy but I struggle with details of my requirement:

  1. I want to report on Metadata & Tooling API objects. I can't see many of them because Tableau Desktop uses an old API version. But I need Summer'20 / v.49
  2. For such objects the Live data option is disabled and only Extract works. I want near-live data. How can I get this with Extract only tables? Can I schedule (each day) such an extract?
  3. How can I build and share a Tableau viz that is generic and can be used in arbitrary org in which my app is installed to? I would expect the Tableau dashboard embedded into Salesforce first ask the user to OAuth with his own org .
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  • #3 - On SF side this is just like any other 3rd party integration. Provide a way for admin of the subscriber org to configure connectivity to 3rd party service, select assets, render assets, etc. On Tableau side - have a look at tableau.github.io/embedding-playbook
    – identigral
    Sep 8, 2020 at 19:41
  • @identigral a comment which only will be understood that already have the answer to my question.
    – Robert Sösemann
    Sep 8, 2020 at 19:43

1 Answer 1

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For 2, you can schedule refreshes of your extract using Tableau Online or Server: https://help.tableau.com/current/online/en-us/schedule_add.htm You can set it up to be hourly/daily etc.

And for the last question, once you created the Tableau viz, you can use the Document API to update the connection. You will also need the REST API to download the workbook. Another option is to use Tableau Tools.

Cheers, Gigi

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  • What about question part 1?
    – Robert Sösemann
    Sep 14, 2020 at 18:26
  • 1
    I reached out to the team and they should be updating to the latest API version in Tableau 2020.4
    – Geraldine Zanolli
    Sep 14, 2020 at 20:56
  • Any ETA for that version?
    – Robert Sösemann
    Sep 16, 2020 at 11:23

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