Create Semantic Models Using the CRM Analytics Metadata Bridge

Use the CRM Analytics Metadata Bridge to create a semantic layer from your CRM Analytics dashboards for use in Tableau Next workspaces.

The CRM Analytics Metadata Bridge is a guided flow that analyzes your most-used dashboards, creates the relevant objects in Data 360, and generates a valid semantic model in four steps:

1. Selection of source CRM Analytics dashboards
2. Data lake object (DLO) creation
3. Data model object (DMO) mapping
4. Semantic model generation

The bridge flow saves your progress, so you can stop and resume at any time.

At each step of the flow, you control the selection of recipes, dataflows, and data objects, while the flow maps the data for you. The flow identifies data objects already mapped in Data 360 and doesn't duplicate them.

The bridge generates calculated fields for the semantic model based on recipe formulas.

Note Calculated fields use Agentforce credits for orgs on legacy Tableau Next licenses. If your org has unmetered Tableau Next permission sets, no credits are used. For more information, see Tableau Next Permission Sets and Licenses.

You can run the bridge as many times as needed. Each generation flow creates or extends a unique semantic model.

These semantic models unlock the Tableau Next semantic layer, letting you create metrics and visualizations and work with Tableau Agent in Tableau Next.

After the bridge generates or adds data to a semantic model, add field and object descriptions to improve AI readiness.

Note The bridge automatically resolves cycles in object relationships, you can't manually override cycle resolution. A cycle occurs when object relationships create a loop, such as Account → Contact → Opportunity → Account. Unresolved cycles make a semantic model unusable for queries.

• CRM Analytics Metadata Bridge Prerequisites
  Using the CRM Analytics Metadata Bridge requires the appropriate licenses, org and user account setup, and permissions assigned to user accounts.
• Start the CRM Analytics Metadata Bridge and Select Your Data
  Start the CRM Analytics Metadata Bridge to select your CRM Analytics dashboards from the populated list to find the recipes and dataflows to use for semantic model generation.
• Map Fields and Generate Data Lake Objects
  Review existing data lake object (DLO) mappings and create DLOs for any unmapped source objects.
• Map Fields and Generate Data Model Objects
  Review existing data model object (DMO) mappings and create DMOs for any unmapped source objects.
• Generate Your Semantic Model
  Name your semantic model, associate it with a Tableau Next workspace, and generate it from your mapped data objects.
• View Semantic Model History
  View the semantic models created in previous CRM Analytics Metadata Bridge runs.