Change the Salesforce Tableau Portal Administrator

The process to request a change of the Salesforce Tableau Customer Portal Administrator. This administrator is the the user who manages the licenses purchased for their Salesforce Tableau Site.

The process to request a change of the Salesforce Tableau Customer Portal Administrator. This administrator is the the user who manages the licenses purchased for their Salesforce Tableau Site.

Only Salesforce technical support has the authority to change the Salesforce Tableau Customer Portal Administrator. To initiate this process, a properly formatted support ticket must be submitted to Salesforce, requesting the change.

Support Ticket Requirements

• The support ticket must be accompanied by a PDF file of a written, signed request on letterhead from the person who is the Billing Contact for the Retail license(s).

• Copy of recent Salesforce Tableau invoice (PDF file)

• The Billing Contact for the Retail license(s) prepares and files the support ticket with Salesforce.

These requirements are covered below.

Determine Who is the Billing Contact

The Billing Contact could be

• DataSelf. If DataSelf is the reseller who sold you the Tableau Retail license (e.g. Creator for Cloud).

  • If DataSelf is listed as the Reseller of the Retail Tableau license(s), the Billing Contact is Tableau_billing@dataself.com.

• You. The client billing contact for Salesforce in your organization.

  • After May 1, 2025, all Retail Tableau licenses—including renewals and additional add-ons—for Salesforce Enterprise or Commercial (ENT/COM) will require a direct retail license contract with Salesforce.

  • If the client contracts directly with Salesforce for their Retail Tableau license(s), the Billing Contact will be noted in your latest contract or invoice from Salesforce.

If DataSelf is the Billing Contact for Your Tableau Retail license(s)

If DataSelf is the Billing Contact for your Tableau Retail license(s) then email support@dataself.com and request DataSelf submit the change ticket to Salesforce.

IF You are the Billing Contact

If you are the Billing Contact for your Tableau Retail license(s) then

1. Assemble required documents.

2. Open a case ticket with Tableau support with the required documents.

1. Assemble Required Documents

The documents that must be included in the case ticket with Tableau are:

1. Authorizing document PDF. (see template below)

2. Copy of the most recent Salesforce Tableau invoice (PDF file)

Authorizing Document: Written, Signed Request on Letterhead

The authorizing document is a explicit, written, signed request on letterhead (in a PDF file) asking that a specific user be granted Site Administrator Access.

Authorizing Document Template

<letterhead>

<date>

To:  Tableau Customer Support
(HTTPS://WWW.TABLEAU.COM/SUPPORT/CASE )

 Ref:  Request to change <CLIENTNAME> Portal Site Administrator

 Dear Tableau Support,

 Salesforce is authorized to access the Tableau Cloud site listed below for the purpose of changing the current administrator with all access removed immediately following the requested change.

Tableau Cloud Site Name:                
Current Administrator Email:             
New Requested Administrator Email:
Contract#:

Business case for why the customer needs this change –
Status of current dist admin and why s/he needs to be modified/removed –

 Thank you,

<Signature>

 Authorized Contact Name:
Title:
Company:
Date:

attachment: Latest Salesforce/Tableau invoice for retail product

Authorizing Document must address:

1. What is the business case for why the customer needs this change?

2. What is the status of the old admin and why do they need to be modified/removed?

3. the explicit statement of acceptance that the old site administrator account is to be deactivated as portal admin or completely license them so they can’t login in any roles.

• This letter cannot be written by the NEW site administrator.

• The letter is preferably signed by either the billing contact for the contract with Salesforce.

• Authorizing document is preferably in PDF format

2. Open a Case Ticket with Tableau Tech Support

https://www.tableau.com/support/case

 In the case ticket attach the PDF files with the authorizing document and Tableau invoice.

Request change of the site admin for the Tableau site and Tableau Customer Portal. The Tab Cust Portal manages all all retail licenses. (licenses for Creators, Explorers, Viewers etc)

• A new case ticket# is assigned each time an email is sent to Tech support.
  Save the assigned case ticket number. You will need this number for future reference.