Loading
Salesforce now sends email only from verified domains. Read More
Tableau Next
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Tableau Next

          Tableau Next

          Tableau Next is agentic analytics that delivers personalized, contextual, and actionable insights everywhere work happens.

          Tableau Next banner

          As Salesforce’s end-to-end, agentic analytics experience, Tableau Next integrates the #1 analytics platform with Agentforce’s context-aware AI and the Data 360 semantic layer that unifies business knowledge across your organization. Designed to be composable and API-first, Tableau Next empowers you to create, share, and reuse analytics assets seamlessly. Build and deliver personalized, contextual, and actionable insights for every user, backed by Salesforce’s enterprise-grade performance, security, and scalability.

          Map image

          Get Started

          Introducing Tableau Next Video

          Learn Tableau Next with Trailhead

          Learning Resources Page

          Map image

          Set Up & Enable

          Set Up Tableau Next

          Tableau Next Setup Guide

          Agentforce for Analytics

          Tableau Next Workspaces

          Tableau Next Personal Orgs

          Map image

          Bring In Data & Create Models

          Data to Decisions: Data 360 and Tableau Next

          Connect Data to a Tableau Next Workspace

          Add Semantic Models

          Design icon

          Build Metrics, Visualizations, Dashboards

          Add Metrics to Semantic Models

          Build Insightful Visualizations

          Create Effective Dashboards

          Deploy icon

          Deploy & Share

          Manage Access to Assets

          Bring Insights Into the Flow of Work

          Embed Assets in Your External Apps

          Build Templates for Your Tableau Next Marketplace

          Report icon

          Tableau Next Everywhere

          Tableau Next Apps for Salesforce

          Work with Metrics

          Work with Tableau Next and Slack

          Tableau Next on Mobile

          • About Tableau Next
            Learn about Tableau Next editions, limits, guidelines, billable usage types, and terminology.
          • Admin: Set Up Tableau Next
            Tableau Next is the composable, AI-analytics platform that turns any type of data into actionable insights. Tableau Next requires Data 360 and the Data 360 semantic layer.
          • Agentforce for Analytics
            Learn about setting up and using Agentforce for Analytics. Prepare your data in Data Cloud, enable Agentforce capabilities and create an agent with the Analytics and Visualization template, and turn data into insights faster with Concierge, Data Pro, and Inspector.
          • Tableau Next Home and Workspaces
            The Tableau Next analytics home page offers a quick way to build analytics assets, organize them within workspaces and access the resources and assets available to you.
          • Connect and Prepare Data in Tableau Next
            You can access data for creating visualizations and dashboards by connecting to data directly (Data 360 DMOs and CIOs), by connecting to a semantic model that already has a data connection, or by uploading your own data from CSV files. Use Tableau Semantics within Tableau Next to create a semantic model and semantic calculated dimensions and measures.
          • Create Visualizations and Dashboards in Tableau Next
            Explore data in a semantic model and surface insights that you can act on by building visualizations on related data in your workspace to draw conclusions and make business decisions. Take data visualization to the next level with dashboards, where you can add interactivity, enhance data exploration, and provide a clear overview of the critical information that you need in one place.
          • Embed, Share, and Deploy Tableau Next
            Share your workspaces and assets with other users. Embed Tableau Next visualizations, metrics, followed metrics, and dashboards into Lightning pages. Copy Tableau Next component code to embed Tableau Next assets into third-party web apps. Transform your dashboards into standardized templates to list on Marketplace, empowering collaboration, promoting standardization, and reducing duplicate efforts across teams. Deploy your Tableau Next workspaces, visualizations, and dashboards from your sandbox org into your production org using change sets and data kits.
          • Tableau Next Apps for Salesforce
            Provide your teams with curated paths through your data, plus powerful tools for spontaneous, deep explorations. With a Tableau Next App for Salesforce, you have a purpose-built set of analyses and insights about a specific area of your business. Answer pressing questions, predict outcomes, and get recommendations on the next best actions with insights infused directly within the flow of work in Salesforce.
          • Tableau Next Model Context Protocol (MCP) Server
            Tableau Next Model Context Protocol (MCP) connects your Tableau Next governed analytics, metadata, and semantic models to external MCP-compliant AI agents such as ChatGPT or Claude. This integration lets you use your Tableau Next data and user experience directly within your AI workflows without moving data or breaking trust boundaries.
          • Work with Tableau Next
            Access Tableau Next metrics, visualizations, and dashboards for effective, data-based collaborations with your team. Customize and personalize Tableau Next on your home page by filtering and following metrics. Explore and refine metrics and other analytics assets to show you the insights most relevant for your work.
           
          Loading
          Salesforce Help | Article