---
schema_version: "1"
id: d42dd5442176f4a5de9995da9109d5a333ba208bdf649f9a5527366f4cb6f505
title: Prerequisites for Tableau Views in CRM Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_tableauviews_setup_prereq.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_tableauviews_setup_prereq.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 99fdd63d2a90e9cf0c7506abe1d1ccc17d2a86fefc756e0dd98ce632edd0c4d9
description: Publishing Tableau Cloud and Tableau Server content to CRM Analytics and viewing it requires the appropriate licenses, org and user account setup, and permissions assigned to user accounts and apps.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Prerequisites for Tableau Views in CRM Analytics

Publishing Tableau Cloud and Tableau Server content to CRM Analytics and viewing it requires the appropriate licenses, org and user account setup, and permissions assigned to user accounts and apps.

## License Requirements

To publish Tableau Cloud and Tableau Server views to CRM Analytics, these licenses must be provisioned.

- Creator or Explorer (can publish) license for Tableau
- CRM Analytics Plus license or CRM Analytics Growth license

## Version Requirements

To publish Tableau Server visualizations, Tableau Server users must install Release 2022.3 or higher.

## Configure Publishing Settings in Tableau

To let users publish Tableau Cloud and Tableau Server content to CRM Analytics, ask your Tableau admin to complete these steps in the Tableau site.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

1. Select **Settings** | **Integrations**.
2. In the Publish to Salesforce section, select **Let users publish Tableau views to CRM Analytics**.

## Let Users Publish Tableau Content

Configure your Salesforce org to let users publish Tableau Cloud and Tableau Server dashboards, sheets, and stories to a CRM Analytics app or Lightning page.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
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                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d132111e169">User Permissions Needed</th>
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                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d132111e169 ">To modify settings:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d132111e169 ">Manage CRM Analytics</td>

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1. Enable Tableau Cloud content publishing for users.
    1. From Setup, in the Quick Find box, enter Analytics, and then select **Settings**.
    2. Select **Allow Users to publish content from Tableau to CRM Analytics**.
    3. Click **Save**.
2. Enable Tableau View Embedding.
    1. From Setup, in the Quick Find box, enter Tableau, and then select **Tableau Embedding**.
    2. Select **Turn on Tableau View Lightning Web Component**.
    3. Click **Save**.
3. Grant users access to the CRM Analytics apps and dashboards that they’ll publish Tableau Cloud and Tableau Server content to. Alternatively, users can create a blank app or dashboard and publish Tableau views to it.