Tableau is a data visualization and business intelligence tool that allows users to connect and analyze data from various sources, including Salesforce. The Tableau Salesforce Connector is a tool that allows users to connect Tableau to Salesforce data.
While this connector provides seamless integration between the two platforms, there are some limitations that users should be aware of.
1- Limitations in Data Volume
One of the main limitations of the salesforce connector tableau is the data volume limit. Salesforce limits the amount of data that can be retrieved by external applications such as Tableau. By default, Salesforce limits the amount of data that can be retrieved to 50,000 rows. This limit can be increased by contacting Salesforce support, but additional costs may be associated with increasing the limit.
2- Limited Customization
The tableau salesforce integration has limited customization options. Users cannot modify the data schema or create custom fields in Salesforce from within Tableau. Users must make these modifications directly in Salesforce before the data can be used in Tableau.
3- Limited Real-Time Data Access
The Tableau Salesforce Connector does not provide real-time access to Salesforce data. Instead, it uses Salesforce's API to extract data from the database. It means there may be a delay between when data is updated in Salesforce and when it is available in Tableau. The delay can be several minutes or even hours, depending on the size of the data set and the frequency of updates.
4- Limitations in Data Types
The Tableau connector for Salesforce has some limitations regarding data types. For example, Salesforce formula fields that reference other fields may not be available in Tableau. Additionally, Tableau may not fully support Salesforce data types such as Picklist, Multi-Select Picklist, and Geolocation.
5- Limited Security Options
The Tableau Salesforce Connector has limited security options. By default, the connector uses the credentials of the user who created the connection to access Salesforce data. It means anyone with access to the Tableau workbook can access the Salesforce data, even if they do not have permission to do so in Salesforce. To address this limitation, users must set up the appropriate permissions in Salesforce and restrict access to the Tableau workbook.
6- Limited Filtering and Sorting Options
The Tableau Salesforce data connector has limited filtering and sorting options. For example, users cannot use Tableau's filtering or sorting options to modify the underlying Salesforce query. Instead, users must modify the query directly in Salesforce to achieve the desired results.
7- Limitations in Data Blending
The Tableau Salesforce Connector has some limitations when blending data from multiple Salesforce objects. For example, users cannot blend data from two Salesforce objects with different relationships or field types. Users must carefully plan their data blending strategy before using it.
8- Limited Custom SQL Options
The Salesforce to Tableau connector has limited custom SQL options. Users cannot write custom SQL queries to access Salesforce data. Instead, users must use the built-in Salesforce query builder to retrieve data from Salesforce.
While the Salesforce standard connection in Tableau provides seamless integration between the two platforms, there are some limitations that users should be aware of. These limitations include data volume limits, limited customization options, limited data access, limitations in data types, limited security options, limited filtering, and sorting options, limitations in data blending, and limited custom SQL options. Users must carefully consider these limitations when planning their data integration strategy to ensure they can achieve their desired results. You should also read what is Salesforce Marketing Cloud used for and it's benifits?