Tableau Prep 2021.4: Migrating from Customer Data Platform to Salesforce Data Cloud Connector

The retirement of the Customer Data Platform (CDP) connector marks a significant change for Tableau users who rely on this connector for their data analysis needs. As announced, the CDP connector will be deprecated in October 2023, and it's essential to migrate your existing workbooks to the new Salesforce Data Cloud connector before then.

Understanding the Change

When the CDP connector is retired, it will no longer be available in the Tableau user interface, and any data sources using this connector will stop working as expected. You can still use the connector until its retirement date but should start planning your migration to avoid disruptions.

Migrating Existing Workbooks

To migrate your existing workbooks, follow these steps:

1. Remove Old Data Source: Right-click on the old data source and select Close.

2. Connect to New Data Source: You're now connected to the new Salesforce Data Cloud connector.

3. Recreate Your Data Model: Add relationships to recreate your data model.

The new Salesforce Data Cloud connector offers several benefits over its predecessor:

* Accelerated Queries: Powered by accelerated queries, this connector provides faster query performance and improved usability.

* Data Spaces Awareness: The connector is designed with data spaces in mind, making it easier to manage and segregate your data.

* Improved Usability: The connector displays object labels instead of API names, providing a more user-friendly experience.

System Requirements

To use the Salesforce Data Cloud connector, you'll need Tableau Desktop 2023.2 or later. Additionally, note that the connector is available for Tableau Cloud, Tableau Desktop, and Tableau Prep.

The migration from Customer Data Platform to Salesforce Data Cloud connector is a necessary step for all Tableau users who rely on these connectors. By following the steps outlined above and understanding the benefits of the new connector, you'll be well-prepared for this transition and can continue to enjoy seamless data analysis with Tableau Prep 2021.4.

Tableau prep 2021.4