Set Up Salesforce for Embedding Tableau Next Externally

To embed Tableau Next components in your external web app, you need to complete a series of setup steps. These are one-time tasks that must be performed.

Create your External Client App (ECA) to provide authentication. To allow access for embedded Tableau Next components from JavaScript code in a web browser, add the requesting origin to your Salesforce CORS allowlist. Then, update Salesforce org settings for your domain and cookie requirements. Ensure that the domain and callback URL for the web application match the values specified in the external client app and Salesforce settings.

• Set Up and Manage Authentication with External Client Apps
• Set Up CORS for Tableau Next Embedding
• Update Settings for Tableau Next Embedding

Make sure all your web app users exist in your Salesforce org and have the correct permissions to view the embedded components.

• Assign Tableau Next User Permissions

Finally, write code in your web app that can generate access tokens and frontdoor URLs to provide ‌authentication to Salesforce for your users. You must add code to your web app to handle the authentication to Salesforce for each user and then pass the authentication credential to the embedded component.

• Generate the Access Token and Frontdoor URL for Tableau Next Embedding