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            Set Up Tableau Next Features

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            Set Up Tableau Next Features

            Activate and configure additional Tableau Next functionality. Connect Slack, turn on Metric Insight Summaries, and control other capabilities.

            Required Editions

            View supported editions.
            • 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 Tableau Agent in Slack
              When enabled, your users can open Tableau Agent in Slack. They can then ask questions in context about metrics and dashboards that have been shared to Slack from Tableau Next. The 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.
            • Enrich Slackbot Trusted Answers with the Tableau Next Model Context Protocol (MCP)
              Connect the Tableau Next Model Context Protocol (MCP) directly to Slackbot. Then, ask Slackbot about your data in plain language. Tableau Next MCP is grounded in your context and data, so you can ask follow-up questions and take action with Slackbot across Salesforce records, Slack messages, and Slack canvases, or any other tools connected to Slackbot via MCP.
            • 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.
            • 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 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.
            • Tableau Next Personal Org (Beta)
              Tableau Next includes the Personal Org, an isolated environment designed to provide analysts with self-service capabilities.
            • Enable Semantics AI in Tableau Next (Beta)
              Use Semantics AI to generate calculated fields and to suggest relationships.
            • Set Up Agent Scoping for Tableau Agent in Tableau Next
              Agent Scoping defines the list of semantic models that Tableau Agent can search when a user asks a question in a agent with no clear context. For example, the agent 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.
            • Select a Model Response Type for Tableau Agent
              Admins can select an LLM model response setting for each agent using Agent Settings in Tableau Next. Applies to agents based on the Analytics and Visualization template or a custom agent that uses the Data Analysis subagent.
            • Enable Q&A Calibration for Tableau Agent (Beta)
              When Q&A Calibration is enabled in Tableau Next, analysts can test, calibrate, and improve analytics agent responses to questions in Tableau Agent.
            • 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 Data Transform Builder in Tableau Next (Beta)
              Clean and transform raw data for analysis directly in your Tableau Next workspace with Data Transform Builder. Use the visual transform builder to build and preview data prep flows without switching to external tools.
            • Enable Tableau Next Auditing (Beta)
              Track and analyze user interactions with Tableau Next Auditing. Turn on Auditing to collect interaction events in the AnalyticsUserActivityEvent object.
             
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