Much of this playbook focuses on embedding Tableau content in custom-developed web applications, but there are three common embedding scenarios that have specific requirements: Sharepoint, Salesforce, and Mobile Apps.
Tableau provides a SharePoint Web Part to facilitate SharePoint embedding scenarios.
The Web Part, as well as the instructions for installing it are located under
C:\Program Files\Tableau\Tableau Server\<version>\extras\embedding\sharepoint within your Tableau Server install directory.
Using the Web Part is optional if Enable Automatic Logon option (e.g. Microsoft SSPI) is enabled for Active Directory during the Tableau Server install and configuration. In this case, simply using the built-in SharePoint Page Viewer will suffice. All you need to do is paste the Embed Code into the Content Editor.
The Tableau-supplied Web Part becomes necessary when using Trusted Ticket authentication to achieve Single Sign-On.
You can embed Tableau Online views into Sharepoint as well, but neither Active Directory nor Trusted Tickets are supported for Online.
Tableau provides a Salesforce Canvas adapter facilitate embedding scenarios free of charge. The latest version can be downloaded here: https://www.tableau.com/sfdc-canvas-adapter
The basic requirement for embedding into Salesforce is the ability to access both Tableau Server and Salesforce from the same browser session using SSL. The required environment also includes Java 8, a Tomcat server version 7 or later, and OpenSSL utility to create the RSA keys. The adapter is fully documented, and supports both SAML and Trusted Ticket authentication between Salesforce and Tableau. Each Salesforce user has to be mapped to a Tableau Server user identity.
The Mobile App Boostrap comes in two flavors:
In addition, Tableau has released the Mobile Connected Client Plugin which can accompany the Mobile App Bootstrap, or any app that embeds Tableau content, to handle authentication so that your users do not have to continually sign in to Tableau Server.
Next section: Embedding Non-View Content