Tableau CRM

Supported pipeline types:

  • Data Collector
The Tableau CRM destination writes data to Salesforce Tableau CRM. The destination connects to Tableau CRM to upload external data to a dataset. For information about supported versions, see Supported Systems and VersionsSupported Systems and Versions in the Data Collector documentation.

When you configure the destination, you define connection information, including the API version and authentication type that the destination uses to connect to Tableau CRM. You can also use a connectionconnection to configure the destination.

You specify the edgemart alias or name of the dataset to upload data to. You can also optionally define the name of the edgemart container or app that contains the dataset.

The destination can upload external data to a new dataset or to an existing dataset using an append, delete, overwrite, or upsert operation. Based on the operation type, you define the metadata of the data to be uploaded in JSON format.

The destination performs automatic recovery by default. You can configure the destination to skip recovery.

You can also optionally use an HTTP proxy to connect to Salesforce Tableau CRM. When enabled in Salesforce, you can configure the destination to use mutual authentication to connect.