• Connect to Local Salesforce Data
Use the Salesforce Connector to manage the data synced between your local Salesforce org and Tableau CRM. Filter data synced to Tableau CRM, create more connections using the Salesforce Local connector, manage objects between connections, and add or remove objects and fields from sync. Use the Salesforce External connector to sync data from a remote Salesforce org.
• Connect to Remote Data Outside of Your Salesforce Org
Create a remote connection to sync external data with Tableau CRM. Connectors are available if you turned on Tableau CRM after the Winter ’20 release or after enabling Data Sync for your org. For each connector, we provide information on how to create the connection, configure its properties, and track important considerations.
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• Connect to Local Salesforce Data
Use the Salesforce Connector to manage the data synced between your local Salesforce org and Tableau CRM. Filter data synced to Tableau CRM, create more connections using the Salesforce Local connector, manage objects between connections, and add or remove objects and fields from sync. Use the Salesforce External connector to sync data from a remote Salesforce org.
• Connect to Remote Data Outside of Your Salesforce Org
Create a remote connection to sync external data with Tableau CRM. Connectors are available if you turned on Tableau CRM after the Winter ’20 release or after enabling Data Sync for your org. For each connector, we provide information on how to create the connection, configure its properties, and track important considerations.