Tableau CRM Reader

Note

This adapter is in preview and is available on Striim Developer only. See Striim Developer for more information.

Tableau CRM, formerly Einstein Analytics, is an analytics solution with data management, visualization, and predictive capabilities. Built on Salesforce, it allows users to act on insights. It integrates data from inside and outside Salesforce, offering data preparation and AI-powered analytics. Tableau CRM delivers business intelligence through interactive dashboards, optimized for mobile use. It helps businesses make faster decisions with AI-powered predictions.

The Tableau CRM Reader connects to the Tableau CRM platform and reads supported objects.

Feature summary

Feature		Supported?	Notes
Objects	Standard objects	✓
Objects	Custom objects	✓
Authentication	Basic authentication		Username and password
	OAuth authentication	✓	Manual configuration based
	Custom authentication methods		Not all methods may be supported
Operations	Automated mode	✓
	Initial load	✓
	Pull-based incremental load	✓
	Push-based incremental load
	Automated pipeline
Governance	Connection profile
	Sherlock AI
	Sentinel AI
Schema handling	Initial schema creation	✓	Works with supported targets
Schema handling	Schema evolution
Setup	Wizard template
	Flow Designer	✓
	Striim TQL	✓
Runtime	Resilience/recovery	✓
	Parallel execution
	Metrics	✓	Standard metrics

Supported authentication method

The Tableau CRM Reader supports OAuth authentication. Creating a connection requires creating a connected app in Salesforce, obtaining OAuth credentials from the app details, obtaining an authorization code and exchanging the credentials for access and refresh tokens, and setting the connection properties in Striim.

To create a connection using OAuth authentication:

Create a Connected App in Salesforce in Setup > App Manager.
Enable OAuth, set the callback URL, and select the scopes.
Get Client ID (Consumer Key) and Client Secret (Consumer Secret) from the app details.

Use the following curl commands to get tokens:

Authorization request:

curl --request GET 'https://login.salesforce.com/services/oauth2/authorize?response_type=code
&client_id=YOUR_CLIENT_ID&redirect_uri=YOUR_REDIRECT_URI'

Access and refresh token request:

curl --request POST 'https://login.salesforce.com/services/oauth2/token' \ --header 
'Content-Type: application/x-www-form-urlencoded' \ --data-urlencode 'grant_type=authorization_code' \ 
--data-urlencode 'client_id=YOUR_CLIENT_ID' \ --data-urlencode 'client_secret=YOUR_CLIENT_SECRET' \ 
--data-urlencode 'redirect_uri=YOUR_REDIRECT_URI' \ --data-urlencode 'code=AUTHORIZATION_CODE'

Supported objects

The following are the supported objects for reading from Tableau CRM:

Dataset_Account
Dataset_Activity
Dataset_Analytics
Dataset_Case
Dataset_DTC_Opportunity_SAMPLE
Dataset_Fashion
Dataset_OneMillion
Dataset_Opportunity
Dataset_Opportunity_products
Dataset_Pipeline_trending
Dataset_Plain_quota
Dataset_Product
Dataset_Quota
Dataset_User
Dataset_User_role
Lens_Explore_Opportunities
Lens_Historical_Pipeline_By_Forecast
Lens_Historical_Pipeline_By_Stage
Lens_Historical_Pipeline_Forecast_By_Quarter
Lens_Historical_Pipeline_Stage_By_Quarter
Lens_Sales_Stage_Details
Lens_X100KLens