Tableau Viz Lighting Web Component_SalesforceへのTableauダッシュボード埋め込み

2020/10/6
Tableau Viz Lighting Web
Component
SalesforceへのTableau ダッシュボード埋め込み
Solution Engineer
杉村麟太郎（すぎむらりんたろう）

"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's
financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue,
net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining
performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market
growth, environmental, social and governance goals and expected capital allocation, including mergers and acquisitions, capital expenditures and other
investments. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such
risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied
by the forward-looking statements it makes.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the
impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to
build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and
innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our
international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations,
including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate potential security breaches; the expenses associated with our data centers and third-party infrastructure providers; additional
data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to
expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services,
technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment
portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic
investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment
portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow
unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance
on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing
the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the
release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax
laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers
of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; the impact of expensing stock
options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility and loan associated
with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change,
natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic.
Forward-Looking Statements

• Tableau Viz Lighting Web Component とは
• Tableau Viz LWC が解決する課題
• Tableau Viz LWC の機能
• Tableau Viz LWC 利⽤の導⼊⼿順
• Tableau Viz LWC 利⽤の認証
アジェンダ
3

Tableau のビューをよりクイックかつ簡単にSalesforce に埋め込む UI開発
Tableau Viz Lighting Web Component
4
ドラッグアンドドロップで簡単に埋込み
Salesforce オブジェクトページに合わせ
フィルターを⾃動的に適応
Salesforce データ以外も表⽰可能
SAML 認証によるシングルサインオン

Salesforce に Tableau を組み込んだイメージ

企業の分析からアクションのワークフローをシームレスに⽀援
クラウド
オンプレミス
Tableau Server
Tableau Online
• データ共有
• データコラボ
レーション
Tableau Desktop
• データ接続
• データ加⼯
• データ分析
• データ結合
• データ形式変換
• クリーニング
Tableau Prep
Builder
Salesforce への Tableauダッシュボード埋め込み
Powered by
分析者
セールス

Tableau Viz LWC が解決する課題
7
従来のBIによるSFDCへの埋め込み
Tableau Viz LWCによるSFDC埋め込み
<apex:page standardController="Account">
<apex:iframe src=”URL={!Account.Id}"
width="900px" height="600px"
id="account_app_usage" scrolling="true"/>
</apex:page>
Visualforce ページへのスクリプト埋め込み
要素をページに適切に合わせるために、幅と
⾼さを調整する必要
ドラッグアンドドロップで埋め込み
Salesforce フィールド名に合わせたTableau
ビューのフィルタリング
Salesforceが注⼒する次世代のUI開発フレーム
ワークを利⽤

コンテキストフィルタリング
Salesforceオブジェクトページに基づき、Tableauビューを⾃動的にフィルタリング
8
Tableau Viz LWC の機能
URL 入力
高さ
コンテキスト
フィルタリング

9
Tableau Viz LWC の機能
アドバンスド
フィルタリング
アドバンスドフィルタリング
Tableau フィールド名と Salesforce オブジェクトフィールド名が異なる場合に利⽤
URL 入力
高さ

1. AppExchange から Tableau Viz Lighting Web Components を検索
10
Tableau Viz LWC 利⽤の導⼊⼿順

2. パッケージのインストール先を選択
11

3. ユーザの適⽤範囲を選択する
12
参照︓パッケージのインストール
https://help.salesforce.com/articleView?id=distribution_installing_packages.htm&type=5

3. [設定] > [インストール済みパッケージ] を確認する
13

4. [編集ページ] を選択する
14

4. (カスタムドメインの追加がない場合) カスタムドメインを追加する
15

4. [カスタム – 管理] に Tableau Visualization が追加されていることを確認
16

5. Tableau Public のビューがデフォルトで選択されて埋め込まれる
17

6. 埋め込む対象のビュー画⾯から [共有] > [リンクのコピー] を⾏う
18

7. The URL for the Tableau View にコピーしたURLを貼り付ける
19
ビューの
詳細設定Show
Tabs
Show
Toolbar

8. [取引先] や [商談] など選択した対象に Tableau ビューを⾃動でフィルタリング
20
アドバンスド
フィルターを利用
すべての取引先の
商談が表示される

21
マッピングを入力

22

10. Salesforce ダッシュボードスターターによるワークブックも同様に適⽤
23

11. Salesforce ダッシュボードスターターによるワークブックも同様に適⽤
24

SSO（シングルサインオン）は SAML認証の設定をサポート
Salesforce を idP として使⽤する場合もあります
Tableau Viz LWC 利⽤の認証
25
クライアント IdP
1. Salesforceにログイン
2. IdPにリダイレクト
3. ユーザーが認証情報を送信すると
idPはユーザーを認証
4. IdPがSAML応答の形式で成功した認証をクライアントへ。
クライアントがSAML応答をSalesforceへ
5. Tableau のビューURLをクリック
6. 1〜4までの認証プロセスと同様にTableauに構成されたSalesforceと同⼀のIdP認証により
クライアントにビューを表⽰
参照：SAML
https://help.tableau.com/current/server/ja-jp/saml.htm

リソース
26
本⽇ご紹介しました内容はすべて公開資料に基づいております
https://help.tableau.com/current/pro/desktop/en-us/embed_ex_lwc.htm
https://help.tableau.com/current/server/ja-jp/saml.htm
Embed Tableau Views into Salesforce
SAML 認証
App Exchange – Tableau Viz Lighting Web Component
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMuhjEAD
https://help.tableau.com/current/online/ja-jp/saml_config_salesforce.htm
Salesforce を使⽤したSAMLの構成

Tableau Viz Lighting Web Component_SalesforceへのTableauダッシュボード埋め込み

Tableau Viz Lighting Web Component_SalesforceへのTableauダッシュボード埋め込み

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