Tableau prep 2021.41/14/2024 Windows: C:\Users\Documents\My Tableau Repository\Connectors Move the.taco file to the Tableau connector directory: Windows: C:\Program Files\Tableau\Tableau 2022.3\bin\connectorsĭownload the latest Salesforce Data Cloud connector (Salesforce_CDP.taco file) from the Tableau Exchange Connectors site: Customer Data Platform Connector.app/Contents/Resources/connectors/Salesforce_CDP.taco The Tableau Desktop.taco files are installed in the following locations: Remove or rename any Salesforce_CDP.taco files that have been previously installed to avoid conflicts. Starting in version 2021.4, the Salesforce_CDP.taco file is automatically installed. Note: This step applies to versions 2021.1–2021.3. Step 1: Install the Salesforce Data Cloud.taco file New users: If you’re a new user, you can use the built-in Salesforce Data Cloud connector. Typically, a deprecated connector will be retired 1–2 releases after it’s deprecated. After the connector is retired, it’s removed from the Tableau user interface and any data sources using the connector will no longer work as expected. You can use the connector until it’s been retired. Warning: The Customer Data Platform connector will be deprecated in October 2023. Tableau Desktop (version 2023.1 and earlier) Remove the old data source by right-clicking on the old data source, and then select Close. You’re now connected to the new data source.ĩ. Recreate your data model by adding relationships.Ĩ. As a result, to recreate the exact same workbook, we recommend customers use Data space = default.Ĥ. When you authored your workbook using the old connector, you used ALL data in Data Cloud because the concept of Data spaces didn’t exist before the June’ 23 release. Note: Data spaces represent a logical segregation of the data in Data Cloud. You’re now connected to the Data Cloud connector. Launch Tableau Desktop 2023.2 or later.ģ. Migrate Existing WorkbooksĬomplete the following steps to migrate your existing workbooks to the Salesforce Data Cloud connector.ġ. Note: Tableau Desktop 2023.2 is required to use the Data Cloud connector. The connector is powered by accelerated queries.The connector is data spaces aware with improved usability that shows the object label in Tableau connect UI instead of the object API name.The connector is automatically included in a Tableau Desktop installation and eliminates the additional step to install the connector with a Taco file and a JDBC driver.After the Customer Data Platform connector is deprecated in October 2023, the Tableau Desktop UI will show Customer Data Platform connector (deprecated). Note: The Tableau Desktop UI displays both the old Customer Data Platform connector and the new Salesforce Data Cloud connector. The Salesforce Data Cloud connector is available for Tableau Cloud, Tableau Desktop, and Tableau Prep. The new Tableau connector seamlessly connects Data Cloud and Tableau Desktop. Salesforce introduced a new Salesforce Data Cloud connector. Tableau Desktop (version 2023.2 and later)
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