What can be done to set up a connection to Salesforce data from Tableau Online?

To establish a connection to Salesforce data from Tableau Online, setting up a schedule directly on Tableau Online leverages the platform's capabilities to manage data extracts efficiently. Tableau Online has built-in functionalities that allow users to connect to various data sources, including Salesforce, and schedule refreshes.

When a schedule is created, Tableau Online can automatically pull the latest data based on defined intervals, ensuring that the analytics are always current without manual intervention. This process maximizes efficiency and maintains the integrity of the data analysis by consolidating data updates into a streamlined workflow managed entirely through Tableau Online.

While there are other methods to interact with Salesforce data, they may not provide the seamless integration with Tableau Online that a direct scheduling option does. For example, using Tableau Bridge is primarily for on-premises data management rather than direct online scheduling, while manually downloading data does not utilize the automation and integrated features of Tableau Online. Similarly, Placeholder Extracts serve a different purpose, such as improving performance, but do not directly facilitate the ongoing connection and scheduling for Salesforce data.