Integrate your ServiceNow instance and Tableau Cloud to automate flows and perform actions on the Tableau Cloud application.
Before you begin
- Request an Integration Hub subscription.
- Activate the Tableau spoke.
- Tableau Cloud Role required: Site administrator.
Procedure
Use one of the following authentication types to validate ServiceNow instance requests with the Tableau spoke.
- Personal Access Token (PAT)
- JSON Web Token (JWT)
-
Validate ServiceNow instance requests with the Tableau spoke using the PAT authentication type.
- Log in to the Tableau Cloud account using admin credentials.
- Select your profile icon.
- Select My Account Settings.
- Scroll down to the Personal Access Tokens section on your profile page.
- In the text field, provide a token name.
For example, Test 1.
- Select Create Token.
The Personal Access Token is generated with a Token name and Secret.
- To copy the Personal Access Token Secret, select Copy Secret.
Important:
Keep the Personal Access Token Secret at a secure place. You would need it when you create a connection record for Tableau.
-
Validate ServiceNow instance requests with the Tableau spoke using the JWT authentication type.
- Log in to the Tableau Cloud account using admin credentials.
- Select your profile icon.
- From the left-pane, select Settings.
- Select the Connected Apps tab.
- On the Connected Apps page, select the Direct Trust option from the New Connected Apps drop-down list.
- In the Create Connected App dialog box, fill in the Connected app name, Access level, and Domain allow list details.
- Select Create.
The Connected App that you created gets displayed on the Connected Apps page. By default, the Connected App is inactive.
- To enable the Connected App, select the ellipsis icon (
) in the Actions column and select Enable.The status of the Connected App shows as enabled.
- Select the Connected App name.
Keep the Secret ID and Secret value at a secure place. You would need it when you create a connection record for Tableau.
- To copy the Client ID, select Copy Client ID.
Keep the Client ID at a secure place. You would need it when you create a connection record for Tableau.