Salesforce Marketing Cloud | Tableau Exchange

Salesforce Marketing Cloud

by Tableau

Description

This connector provides a smooth and easy way to connect to Salesforce Marketing Cloud. Through this connector, customers can leverage APIs provided by Salesforce to extract data from their Marketing Cloud instance for analysis in Tableau.

Installation

Salesforce Marketing Cloud Configuration

*Note - only Salesforce Marketing Cloud Admins have the ability to take these steps.

The Salesforce Marketing Cloud connector requires an API integration to be configured and given appropriate privileges. Once configured, your instance will have a Subdomain value which can be entered into Tableau’s connector dialog.

Configuring your Subdomain

  1. Login with a Marketing Cloud administrator ID
  2. Go to Setup, Installed Packages
  3. Create a new package with enhanced functionality enabled
  4. Add API Integration component
  5. Choose Server-to-Server
  6. Select the required scopes appropriate for your integration
  7. Save your configuration
  8. In the Security section, enable username and password for Web Services

You will see your Subdomain as part of your SOAP Base URI in your configuration summary

https://<<SubDomain>>.soap.marketingcloudapis.com/

Tableau Configuration

Taco Install

  1. Download the Connector file (.taco).
  2. Move the .taco file here:
    Desktop Windows: C:\Users\[YourUser]\Documents\My Tableau Repository\Connectors
    Desktop MacOS: /Users/[YourUser]/Documents/My Tableau Repository/Connectors
    Server Windows: C:\ProgramData\Tableau\Tableau Server\data\tabsvc\vizqlserver\Connectors
    Server Linux: [Your Tableau Server Install Directory]/data/tabsvc/vizqlserver/Connectors
    

JDBC Driver Installation

  1. Go to the Driver Download page and download the JDBC .jar file and move into the appropriate directory:

    Desktop Windows: C:\Program Files\Tableau\Drivers
    Desktop MacOS: /Users/[YourUser]/Library/Tableau/Drivers
    Server Windows: C:\Program Files\Tableau\Drivers
    Server Linux: /opt/tableau/tableau_driver/jdbc
    
  2. Restart Tableau

Go to Connect → To a Server and select Salesforce Marketing Cloud


Finding your Subdomain

  1. Login as an administrator to your Marketing Cloud site and go to settings and Cloud Preferences
  2. Locate the SOAP Service Endpoint in your settings and copy the string of characters in the SOAP Service Endpoint
    https://<<subdomain>>.soap.marketingcloudapis.com/Service.asmx.

Tech Specifications

Version

21.8272.0

Works with

Tableau 2021.2 and later

Installation Resources

Documentation

Security and Legal