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            Set up Tableau Next Analytics Dashboards for Financial Services

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            3. Financial Services Cloud Admin Guide

            Set up Tableau Next Analytics Dashboards for Financial Services

            Install Tableau Next analytics dashboards to empower retail bankers with a comprehensive, data-driven view, facilitating the delivery of a personalized and seamless retail banking experience. These powerful, pre-built dashboards show actionable insights across key performance areas, including customer 360 profiles, deposit trends, lead generation, referral sources, and branch activity optimization. By unifying this data, bankers can drive personalized engagement strategies, elevate service efficiency, and deepen client relationships.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Financial Services Cloud Add-on License.
            User Permissions Needed
            To use Tableau Next Analytics Dashboards for Financial Services:

            Tableau Next Limited Consumer
            To manage Data 360: Data Cloud Architect
            From Setup, enable Tableau Next.
             
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            Salesforce Help | Article