Tableau CRM Analytics

The Tableau CRM Analytics connector is a Palantir-provided driver for Tableau CRM Analytics.

To create a new Tableau CRM Analytics source, follow the standard setup flow for Palantir-provided drivers, then use the sections below for Tableau CRM Analytics-specific configuration and networking. For the complete property reference, see the official Tableau CRM Analytics driver documentation ↗.

Configuration

The properties below are mandatory or recommended.

Property	Required?	Description	Default
UseSandbox ↗	Mandatory	A boolean determining if the connection should be made to a Tableau CRM sandbox account.	FALSE
AuthScheme ↗	Recommended	The type of authentication to use when connecting to Tableau CRM.	OAuthJWT
InitiateOAuth ↗	Recommended	Specifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working.	GETANDREFRESH
InstanceURL ↗	Recommended	The URL of the Salesforce instance you want to use.	—
OAuthClientId ↗	Recommended	Specifies the client Id that was assigned when the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.	—
OAuthClientSecret ↗	Recommended	Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret). This secret registers the custom application with the OAuth authorization server.	—
OAuthJWTCert ↗	Recommended	The JWT Certificate store.	—
OAuthJWTCertPassword ↗	Recommended	The password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.	—
OAuthJWTCertType ↗	Recommended	The type of key store containing the JWT Certificate.	PFXBLOB
OAuthJWTIssuer ↗	Recommended	The issuer of the Java Web Token.	{OAuthConsumerKey}

Networking

The table below lists the domains that the source needs to be able to access in order to successfully run.

For each domain, add a corresponding egress policy. If the source is hosted on-premises and not directly reachable from Foundry, use an agent proxy egress policy instead; the agent host itself must also be able to reach the listed domains. See using an agent as a proxy for details.

Domain	Required
\	Always. Returned by Salesforce when authenticating; can be set with InstanceURL property when InitiateOAuth=OFF
login.salesforce.com	If UseSandbox=FALSE and Subdomain blank
test.salesforce.com	If UseSandbox=TRUE
\.cloudforce.com	Subdomain connection property is used for custom branded authentication pages

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中文翻译

Tableau CRM Analytics

Tableau CRM Analytics 连接器是一个Palantir 提供的驱动程序，用于连接 Tableau CRM Analytics。

要创建新的 Tableau CRM Analytics 数据源，请遵循Palantir 提供驱动程序的标准设置流程，然后使用以下各节进行 Tableau CRM Analytics 特定的配置和网络设置。有关完整的属性参考，请参阅官方 Tableau CRM Analytics 驱动程序文档 ↗。

配置

以下属性为必填或推荐项。

属性	是否必填	描述	默认值
UseSandbox ↗	必填	一个布尔值，决定是否连接到 Tableau CRM 沙箱账户。	FALSE
AuthScheme ↗	推荐	连接到 Tableau CRM 时使用的身份验证类型。	OAuthJWT
InitiateOAuth ↗	推荐	指定获取或刷新 OAuth 访问令牌的过程，该令牌用于在已认证的授权用户工作时维持其访问权限。	GETANDREFRESH
InstanceURL ↗	推荐	您要使用的 Salesforce 实例的 URL。	—
OAuthClientId ↗	推荐	指定创建自定义 OAuth 应用程序时分配的客户端 ID（也称为消费者密钥）。该 ID 用于向 OAuth 授权服务器注册自定义应用程序。	—
OAuthClientSecret ↗	推荐	指定创建自定义 OAuth 应用程序时分配的客户端密钥（也称为消费者密钥）。该密钥用于向 OAuth 授权服务器注册自定义应用程序。	—
OAuthJWTCert ↗	推荐	JWT 证书存储。	—
OAuthJWTCertPassword ↗	推荐	用于访问需要密码的证书存储的 OAuth JWT 证书密码。如果证书存储不需要密码，请将此属性留空。	—
OAuthJWTCertType ↗	推荐	包含 JWT 证书的密钥存储类型。	PFXBLOB
OAuthJWTIssuer ↗	推荐	Java Web Token 的签发者。	{OAuthConsumerKey}

网络配置

下表列出了数据源为成功运行而需要能够访问的域名。

对于每个域名，请添加相应的出站策略。如果数据源部署在本地且无法从 Foundry 直接访问，请改用代理出站策略；代理主机本身也必须能够访问所列出的域名。详情请参阅使用代理作为代理服务器。

域名	是否必需
\	始终必需。由 Salesforce 在身份验证时返回；当 InitiateOAuth=OFF 时可通过 InstanceURL 属性设置
login.salesforce.com	如果 UseSandbox=FALSE 且子域为空
test.salesforce.com	如果 UseSandbox=TRUE
\.cloudforce.com	子域连接属性用于自定义品牌认证页面