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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.
Required Editions
Note As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.
| View supported editions. |
| Required tasks | |
|---|---|
| To enable Tableau Next | |
| To provision users for Tableau Next | |
| Optional Tasks | |
|---|---|
| To enable GenAI and Agent features | Enable Einstein Generative AI for Tableau Next |
| To enable Tableau Next integration | |
- Set Up Data 360 for Tableau Next
Set up Data 360 for Tableau Next to enable real-time data access and insights in your visualizations. Tableau Next requires Data 360 for data ingestion and data queries. Before setting up Tableau Next, configure Data 360 and create a Data Model Object for your org. - Data Governance in Tableau Next
Tableau Next follows the data governance permissions and policies defined in Data 360. Access to data in Data 360 is controlled first by data spaces, then by policies. Permission sets grant access to data spaces. Policies allow or deny access to data at an object, field, or record level. - Enable Einstein Generative AI for Tableau Next
Einstein Generative AI provides summaries and automated visuals in Tableau Next. Tableau requires Einstein generative AI and the Einstein Trust Layer to access AI features. You also need to turn on Einstein generative AI data collection to save feedback and auditing data. - Set Up Agentforce for Analytics
Configure users, turn on organization features, and create and activate an agent for analytics and visualizations in Tableau Next. - Set Up Agent Scoping for Concierge
Agent Scoping defines the list of semantic models that an analytics agent can search when a user asks a question in Concierge: Analytics Q&A with no clear context. For example, Concierge may lack context when it's used in Slack or when it's embedded in a page without Tableau Next assets such as a metric or dashboard. - Create the Tableau Next Admin
To access the Tableau Next Administration page, and to enable Tableau Next in your organization, users require the Tableau Unmetered Admin or Tableau Next Admin permission set. - Enable Tableau Next
When you enable Tableau Next for your org, you can also enable other integrated features. - Assign a User a Tableau Next Permission Set
Assign permissions to users based on their level of interaction with Tableau Next capabilities. Users must already be created in Salesforce. You can’t add users in the Tableau Next app. Each Tableau Next permission set that you assign to a user consumes a license. You can view your license status as you assign permission sets. - Tableau Next Personal Org (Beta)
Tableau Next includes the Personal Org, an isolated environment designed to provide analysts with self-service capabilities. - Manage Embedding Authentication with External Client Apps
Create and manage External Client Apps (ECA) directly from the Tableau Next Administration menu. ECAs are packageable frameworks used to enable a third-party app to integrate with Salesforce using APIs and security protocols. - Enable Slack for Tableau Next
When enabled, users can share Tableau Next links in Slack with a preview of the metric. After an admin Connects Salesforce and Slack, previews sent in Slack are displayed according to the senders’ permission access that is governed by Tableau Next. And this seamless integration between Slack and Tableau Next requires no additional apps. From Slack or Tableau Next, users can view related conversations that they have access to about Tableau Next analytics that have been shared in Slack. - Enable Agentforce for Analytics in Slack
When enabled, your users can open Agentforce for Analytics with Concierge: Analytics Q&A in Slack. They can then ask questions in context about metrics and dashboards that have been shared to Slack from Tableau Next. The analytics agent runs a query allowed based on the user's permissions, and analyzes questions based on the data for the metric and the semantic model enabled for the agent in Tableau Next. - Enable Metric Insight Summaries in Tableau Next
Tableau Metric Insight Summaries give users a personalized overview of the most important insights from the metrics that they care about. The Metric Insight Summaries feature is built natively into Tableau Next and is independent of the Agentforce platform. The summary is generated based on the metrics that a user follows and is displayed on the Following page in Tableau Next. Only users with permission can access the metric summaries. - Enable Semantics AI in Tableau Next (Beta)
Use Semantics AI to generate calculated fields and to suggest relationships. - Enable Q&A Calibration for Concierge (Beta)
When Q&A Calibration is enabled in Tableau Next, analysts can test, calibrate, and improve analytics agent responses to questions in Concierge. - Enable Template Builder in Tableau Next (Beta)
Template builder lets users transform dashboards into standardized templates that can be listed in the Marketplace, empowering collaboration, promoting standardization, and reducing duplicate efforts across teams. - Enable Metrics Templates in Tableau Next (Beta)
Metrics templates provide users with pre-defined metrics in the Tableau Next Marketplace, allowing them to deploy industry-standard and best-practice metrics rapidly without the extensive development and configuration overhead associated with custom creation. - Enable Beta Connectors in Tableau Next
Enabling Tableau Next beta connectors allow your analysts to create connections using beta data connectors. As an admin, use this process to enable all beta connectors for your organization.
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