Tableau CRM REST API Developer Guide
Summer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
Winter '25 (API version 62.0)
Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
Winter '24 (API version 59.0)
Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
Winter '23 (API version 56.0)
Summer '22 (API version 55.0)
Spring '22 (API version 54.0)
Winter '22 (API version 53.0)
Summer '21 (API version 52.0)
Spring '21 (API version 51.0)
Winter '21 (API version 50.0)
Summer '20 (API version 49.0)
Spring '20 (API version 48.0)
Winter '20 (API version 47.0)
Summer '19 (API version 46.0)
Spring '19 (API version 45.0)
Winter '19 (API version 44.0)
Summer '18 (API version 43.0)
Spring '18 (API version 42.0)
Winter '18 (API version 41.0)
Summer '17 (API version 40.0)
Spring '17 (API version 39.0)
Winter '17 (API version 38.0)
Summer '16 (API version 37.0)
Spring '16 (API version 36.0)
Winter '16 (API version 35.0)
Summer '15 (API version 34.0)
Tableau CRM REST API Resources Overview
Wave Resource
Dependencies Resource
Features Configuration Resource
JsonXform Transformation
Limits Resource
Query Resource
Schedule Resource
Security Coverage Dataset Version Resource
Security Coverage Object Resource
Newer Version Available
Tableau CRM REST Resources
REST API resources are sometimes called endpoints.
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Wave Resource
Lists the top-level resources available for Tableau CRM. -
Auto-Install Request Resources
Auto-Install requests are used to create, update, and delete Tableau CRM embedded apps. Tableau CRM embedded apps are run-time implementations of Tableau CRM templates and instead of user interaction, they’re managed via auto-install requests. -
Annotation Resources
Annotate Tableau CRM dashboard widgets with comments posted in the dashboard and in Chatter. -
Collection Resources
Tableau CRM collections let users manage their own groups of items and personalize their Tableau CRM Analytics Studio home page. -
Dashboard Resources
Tableau CRM dashboards allow users to continuously monitor key metrics of their business. These resources allow users to manage collections of dashboards, individual dashboards, dashboard saved views, dashboard histories, and dashboard publishers. -
Data Connector Resources
Data connectors are prebuilt connectors to quickly connect to data in your Salesforce orgs, apps, data warehouses, and database services. These resources allow users to manage data connectors and their source objects, run data syncs, and check statuses. -
Dataflow Job Resources
Dataflow jobs are used to sync data for data prep recipes and standard dataflows. -
Dataflow Resources
Dataflows are used to prepare data for Tableau CRM, creating one or more datasets using transformations to manipulate the data. -
Dataset Resources
Manage Tableau CRM dataset and dataset versions. -
Dependencies Resource
Returns the dependencies for an asset. -
Eclair Chart Resources
Eclair charts render maps and geodata in Tableau CRM dashboards. -
Features Configuration Resource
The Tableau CRM features that are available to a user. -
Folder Resources
Tableau CRM folders represent apps, a collection of assets. Folders can be created by users or by Tableau CRM templates. -
JsonXform Transformation
Performs a JSON transformation by invoking a set of rules and expressions on a JSON document. The transformed JSON is returned in the REST response and isn't saved on the server. This service is provided to test rules used in Tableau CRM templates. -
Limits Resource
The Tableau CRM limits for the Salesforce org. -
Lens Resources
Tableau CRM lenses are how users view data in a dataset and are the basis for building any dashboard. These resources allow users to manage collections of lenses, individual lenses, and lens files. -
Query Resource
Executes a query written in Salesforce Analytics Query Language (SAQL). -
Recipe Resources
Recipes are used to prepare data for Tableau CRM, creating a dataset using transformations to manipulate the data. -
Replicated Dataset Resources
Manage Tableau CRM replicated datasets, also know as connected objects. A data sync loads source object data as a connected object in Tableau CRM. Connected objects can’t be visualized directly, but are used like a cache to speed up other jobs that pull from the source object and load it into a dataset. -
Schedule Resource
Retrieve, create or delete a schedule for a dataflow, recipe, or connection sync. -
Subscription Resources
Manages subscriptions for Tableau CRM dashboards. -
Security Coverage Dataset Version Resource
Returns the security coverage (sharing inheritance) for a particular dataset version. The source objects listed are local to the org (there are no objects from other orgs or other external sources). -
Security Coverage Object Resource
Returns the security coverage for a particular object. Use this API to discover whether Tableau CRM can inherit sharing settings from an object. -
Template Resources
Manage Tableau CRM templates, template configuration, and template release notes. -
Trended Report Resources
Manage Tableau CRM trending reports. -
Watchlist Resources
Manages watchlists for Tableau CRM dashboards. -
Xmd Resources
Manages Xmds for Tableau CRM datasets and assets.