Overview
The Etlworks Tableau CRM connector connects to Salesforce CRM Analytics (previously called Tableau CRM and Einstein Analytics) and exposes its datasets as tables and views, so you can browse them in Explorer, read data with SQL, and use them as a source in ETL flows — just like any other connector for Connected Apps.
When to use this connector
Use it to extract CRM Analytics datasets into a database, warehouse, file, or API — for example, to combine Analytics datasets with other sources, archive them, or feed downstream reporting. For standard and custom Salesforce objects and SOQL, use the Salesforce connector instead.
Create a Connection
Step 1. In the Connections window, click +, and type tableau in the search box. Select Tableau CRM (Salesforce CRM Analytics).
Step 2. Under Authentication, sign in with Salesforce to populate the OAuth Token — the same Salesforce OAuth sign-in used by the Salesforce connector. The signed-in user needs CRM Analytics access in Salesforce.
Step 3. Optionally adjust the common parameters: Other Parameters (key=value pairs), JDBC Fetch Size (default 50000), Max Rows to Read (testing only), Max Field Size, Always enclose table/column names in double quotes, All columns are varchars, All columns are nullable, Data Type Overrides, Function to calculate Column Name, Open connection when needed, and Script to run before connect.
Work with Tableau CRM data
After the connector is installed and licensed, browse datasets in Explorer, run SQL against them, and use the connection as a source in source-to-destination transformations.
Install and license the connector
This is a premium connector (Etlworks 10.0.14 and newer).
- Open a connection of this type (or Settings → Premium connectors) and click Download and install.
- Click Start trial to evaluate it.
- For production, contact Etlworks support for a license key or runtime key, then click Activate license.
Read more: Managing premium connectors.