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Learn About Real-Time Offer Management
Set Up Tableau Next Analytics Dashboards for Real-Time Offer Management

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Set Up Tableau Next Analytics Dashboards for Real-Time Offer Management

Set up Real-Time Offer Management Analytics dashboards to provide your marketing managers with actionable insights into your promotions and offers.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management, Data 360, and Tableau Next
User Permissions Needed
To install intelligent apps: Tableau Next Limited Consumer permission set
  1. Verify that Data 360 is turned on.
  2. Install the C360 Semantic Model.
  3. Deploy the Global Promotions Management (GPM) data kit. See Set Up Data Cloud for Global Promotions Management.

    You can also deploy the GPM data kit as part of the guided setup in Salesforce Go. See Set Up Real-Time Offer Management with Salesforce Go.

    The data kit deployment adds data model objects (DMOs) and data streams for Global Promotions Management and Offer Management to Data 360.

  4. Install the RTOM Analytics intelligent app.
    1. From Setup, enter Templated Apps in the Quick Find box, and then select Templates.
    2. Search for and select the Offer Analytics template.
    3. Click Create App. See Use App Templates.
  5. Assign the Tableau Next Limited Consumer permission set to your users who view Tableau Next dashboards.
    To learn about the Tableau Next Limited Consumer license and the capabilities it provides, see Tableau Next Permission Sets and Licenses.
  6. Set up data access for your marketing managers.
  7. Add the Real-Time Offer Management Dashboard to the Promotion Lightning page.
 
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