For the uninitiated, Tableau is a data visualization tool that helps you explore and analyze your data. The software has a wide range of functions that can make it more interesting for anyone to use. The ability to connect Salesforce to Tableau gives you access to more data sources than just one, thus helping you optimize your business process.

Can you edit Salesforce data via Tableau?

What is Tableau?

Tableau is a data visualization tool that allows you to create visualizations from any data source. Unlike other business intelligence (BI) tools, Tableau doesn’t require installing software on your computer or server–it’s available as both a desktop application and cloud service.

Tableau was founded in 2003 by Chris Stolte, Pat Hanrahan, and Joe Mako; they had previously worked together at Microsoft, where they developed the SQL Server Analysis Services product line. Today, more than 3 million users worldwide use Tableau for tasks ranging from exploring their own internal data sets to creating dashboards for clients or colleagues.

What is Salesforce?

Can you edit Salesforce data via Tableau?

Salesforce is a cloud-based CRM that enables businesses to connect with their customers and employees in new ways. Salesforce offers an enterprise-grade platform, including sales automation, marketing automation, and customer service solutions. Salesforce also offers specific apps for industries such as healthcare or financial services that need customized features tailored to those verticals.

Key features of Salesforce:

Salesforce is a CRM, or customer relationship management, tool. It’s also a database, web application, and app store. Finally, Salesforce is a platform that allows you to build custom applications on top of it using its APIs (application programming interfaces).

The Salesforce ecosystem includes the following:

  • The core service itself–a cloud-based SaaS solution with pre-built integrations into other services like MailChimp or Slack;
  • A marketplace where third-party developers sell add-ons for your use (often called “salesforce apps”);
  • A set of developer tools so you can build your customizations if you don’t find what you need in this marketplace;

Can you edit Salesforce data via Tableau?

No, Tableau cannot edit Salesforce data directly. Tableau is a data visualization tool that allows users to connect to various data sources, including Salesforce, and create interactive visualizations and dashboards based on the data. However, any changes or edits to the Salesforce data must be made within the Salesforce platform and cannot be done through Tableau.


In conclusion, Tableau allows users to edit Salesforce data directly from their Tableau environment. This feature enhances user experience by allowing them to manage their Salesforce data without switching between applications. However, users should exercise caution and adhere to best practices to ensure the accuracy and security of the data. Overall, the ability to edit Salesforce data via Tableau is a valuable feature that can streamline data management for businesses that rely on these platforms.