Скачать или смотреть How to connect Salesforce Tableau CRM to Snowflake db

To connect Tableau CRM to Snowflake, you need to follow a set of steps to establish a connection and extract data for analysis. Here's a general guide on how to connect Tableau CRM to Snowflake:

Prerequisites:
Access Credentials:

Obtain the necessary credentials (username, password, account name, and warehouse) for your Snowflake account.
Snowflake ODBC Driver:

Download and install the Snowflake ODBC driver on the machine where Tableau CRM is configured. You can find the driver on the Snowflake website.
Integration Steps:
Access Tableau CRM:

Log in to your Tableau CRM instance.
Navigate to Data Manager:

Go to the Data Manager within Tableau CRM. This is where you manage your data connections.
Create a Connection:

Click on "Connect to a Data Source" or a similar option to create a new connection.
Select Snowflake Connector:

Choose the Snowflake connector from the list of available connectors.
Enter Connection Details:

Provide the necessary connection details, including Snowflake account name, username, password, and warehouse.
ODBC Driver Configuration:

Configure the Snowflake ODBC driver settings. This may include specifying the driver, connection string, and other ODBC-related parameters.
Test Connection:

Test the connection to ensure that Tableau CRM can successfully connect to Snowflake.
Select Tables or Write Queries:

Choose the tables from Snowflake that you want to import into Tableau CRM. Alternatively, you can write custom SQL queries to extract specific data.
Extract Data:

Extract the selected data from Snowflake into Tableau CRM datasets.
Transform and Shape Data:

Use the Dataset Builder in Tableau CRM to transform and shape the data as needed. This may include defining relationships, creating calculated fields, and other data preparation tasks.
Explore and Analyze:

Utilize the Explorer and Lens Editor in Tableau CRM to interactively explore and analyze the Snowflake data.
Save and Share:

Save your work and share dashboards or insights with others.
Additional Considerations:
Data Refresh:

Set up a schedule for data refreshes to ensure that the data in Tableau CRM stays up-to-date.
Snowflake Security:

Ensure that the Snowflake account credentials used in Tableau CRM have the necessary permissions to access the required tables.
Network Configuration:

Ensure that the network configuration allows Tableau CRM to connect to Snowflake. This may involve configuring firewalls or network settings.
Always refer to the official documentation for the specific version of Tableau CRM you are using and any updates or changes that may have occurred since my last knowledge update in January 2022. Additionally, consult Snowflake's documentation for any specific considerations related to connecting to Snowflake.