Hi everyone. I'm Geraldine Zanolli (a.k.a Gigi)
developer advocate and product manager
for the Tableau Viz LWC.
My personal mission is to help admins and developers
to extend and integrate Tableau in various ways
using our API and the developer tools.
to this demo is about the new Tableau viz LWC.
We are enabling any Salesforce, Admins or Developers
to quickly integrate
Tableau dashboards right into Salesforce pages.
Tableau provides business intelligence software
that helps people see and understand the data.
We help people and organization become more data driven.
Our customer and not only data analyst, but includes
the business users in sales, marketing, human resource,
really anyone who wants to connect and combine data sources.
And we want you to be able to embed Tableau anywhere.
And the past few months, we have been working on
easier way to embed Tableau inside Salesforce.
And today, we are proud to announce
the Beta of a Tableau Viz Lightning Web Components.
For Tableau Viz LWC is a new tool, for sales
developer wants to embed Tableau inside Salesforce.
In this demo, I will show
the Tableau Viz LWC and highlight three key features;
customization of a look and feel,
context for entering on the page
and Avenue between, but let you define your own centers.
Let's dig in.
As a Tableau user,
I have meant pull dashboards available on Tableau
for sharing and collaboration platform.
I'm interested in this particular dashboard that is showing
my LinkedIn activity for myself and my team members.
I embedded this data, we've set data
coming from Salesforce.
So I can better understand if there's any correlation
between my Salesforce activity and myself.
Ideally, I would like both myself and my team members
to access it on Salesforce
so they can take actions from insight,
found on the dashboards directly inside Salesforce.
I can ask my Salesforce admin
to embed with Viz inside Salesforce.
So I'm not anymore Gigi the Tableau user,
but Gigi the Salesforce admin.
I want to embed this Viz on the homepage.
So, all of the members of a team can access it
once they sign in to Salesforce.
Go ahead and edit the page here.
If you are liking the Tableau Lightning Viz Web Components,
is already under custom manage
because are already installed the managed package.
Go ahead and drag and drop the lightning web component,
for Tableau Viz Lightning Web Components,
is going to show a Tableau public Viz
to show that things are working as expected.
But I don't want a Viz from Tableau public,
I want a Viz from my Salesforce, my Tableau on diamonds.
I'm going to go here and get the link of my Viz.
I'm going to paste it in the lighting web component
and straightaway, I can see my visualizations.
I can also customize the look and feel
like showing the toolbar for example;
I can see the toolbar, I can hide it again.
I can also edit the height of the Viz itself.
Once I'm done, I can go ahead and save my work.
Now, in few clicks,
I was able to embed Tableau inside Salesforce.
I can now see my Viz and interact with it.
Another option is to embed it on the user pages
or recur page.
Again, I'm going to go ahead and drag and drop
the lightning web component there.
I already have the URL of Viz,
this time because I'm on a record page
I have more options for filtering as you can see here.
I'm going to use the in-context filtering.
Check the box.
What is going to do,
is we are going to filter over views
based on the user you are looking at.
Right now, we are looking at my Geraldine Zanolli.
So you can see that the Viz has been filter
for only my data.
Everyone accessing the user page is not going to see
the data we only care about for the user we are looking at.
So now we see data only for Geraldine,
as we are on Geraldine page.
Another option ,is to have this Viz on the icon page.
So the sales person can see his LinkedIn activity
directly when he's looking at his accounts.
So here,
I already have a lightning web component drag and drop,
but I can not use the in context filtering
because we are looking at the account page
and the Viz doesn't have for details for the accounts.
But we want to filter down for the account owners
So who is owning the account, so he can see his own data.
So I'm going to go ahead and use the advanced
and mapping the data from Tableau to Salesforce.
So on Tableau side user ID and on the top,
on the Salesforce side, this time
we are going to look at the accounts and the owner
Perfect. So now you see that the data has been found
for the accounts by Jardins and Lilly.
In this demo we looked at the feature of a Tableau Viz LWC.
First, we saw how we can customize the look and the feel
of a Viz, then we use the context filtering to filter
Tableau dashboard, based on the page you are looking at,
and finally, I show you how to define
the advanced filtering, like defining your own filters.
If you are interested in learning more about the
Tableau Vic LWC, joined the Tableau developer program.
It is currently in Beta for members only,
and you should get released in the next weeks.
Thank you for listening and see you soon.
Bye bye.