Friday, October 23, 2015

Embedding Tableau into SFDC via iframe

Looking to get started with Tableau embedded into SFDC?

Below you'll find a quick outline for creating a Visualforce tab and embedding Tableau via an <iframe>.  The steps outlined also include extending access to the Salesforce1 mobile app.  If you require richer integration, you can use the SFDC canvas adapter to create an app within the SFDC Canvas framework. (not covered in this post)

While logged in as a Salesforce Admin, select your username, and click Setup.

Click Develop and create a new VisualForce page.


 Here I embed a Dashboard using a simple iframe.  Don't forget all your embed parameters.


Then under Create, select Tabs, and create a new VisualForce Tab.

Select the VisualForce Page we just created and select a style.

Next, under Administration Setup, select Mobile Administration.

Select Mobile Navigation...


Then add the VisualForce Tab you created to the Navigation Menu Items Selected.

 Let's test it out.  I'm using Google Chrome with the Salesforce1 Simulator.


Then, while logged into SFDC, click this icon.


 Navigate... and enjoy!



Stay tuned for a future article on authentication options...

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