Embed DataSelf's Tableau in Salesforce.com

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Login with an Admin user in your Salesforce.com site (SFDC).

Go to Setup → User Interface → Tabs.

Click New on Web Tabs, and follow the steps:

• Select a tab layout, Next.

• Fill out Display Properties, we recommend setting Content Frame Height to at least 800, Next.

• Set Field Type as Organization Fields. In the Button or Link URL box, enter the following URL from DataSelf / Tableau:

  • Click the Share icon on the desired DataSelf dashboard or report.

  • Click Copy Link.

  • Paste the URL in the SFDC box mentioned above.

  • IMPORTANT: if the DataSelf URL doesn’t have &:embed=yes in it, append &:embed=yes at the end of the URL.

  • Click Next.

• Select which Custom Apps to include the new tab. Click Save.

Here’s an example of how a dashboard looks in SFDC: