---
schema_version: "1"
id: 048b65ecc3b85bbd4e8f67ea07218aab0f52a90854cb13531b7ae7480b97fc43
title: Tableau Pulse
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tableau_pulse.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e9bc0f92070010c116b14ec3e6caf071444a74da6ce936a71bf838425ecc1dd1
description: Tableau Pulse empowers every employee with intelligent, personalized, and contextual insights delivered in the flow of work. Integrate data into your daily jobs to make better, faster decisions. Without having to learn a new tool or build comprehensive visualizations, Tableau Pulse helps you go beyond the how and what and shows you the why behind your data.
products:
  - Tableau
release: "264"
---
# Tableau Pulse

Tableau Pulse empowers every employee with intelligent, personalized, and contextual insights delivered in the flow of work. Integrate data into your daily jobs to make better, faster decisions. Without having to learn a new tool or build comprehensive visualizations, Tableau Pulse helps you go beyond the how and what and shows you the why behind your data.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tableau-264-0-0-production-enus/60cca151-dc1f-4e7c-a452-a07c452769a7/resources-global/_corporate/images/learning_maps/lm_start.png" alt="Map image"></span>
            </p>
            <p>
              <strong>Learn About Pulse</strong>
            </p>
            <p>
              <a href="https://www.salesforce.com/analytics/tableau/pulse/" target="_blank"><u>Why Pulse?</u></a>
            </p>
            <p>
              <a href="https://help.tableau.com/current/online/en-us/pulse_intro.htm" target="_blank"><u>About Tableau Pulse</u></a>
            </p>
            <p>
              <a href="https://www.tableau.com/learn/get-started/pulse-admin" target="_blank"><u>Pulse Landing Page</u></a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://docs.google.com/presentation/d/1dufzF8J4Q8v5cBUK00T83p20x5AJBSBJfTKnimpuAyc/edit#slide=id.g2f9201f7001_0_2542" target="_blank"><u>Getting Started with Pulse</u></a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tableau-264-0-0-production-enus/60cca151-dc1f-4e7c-a452-a07c452769a7/resources-global/_corporate/images/learning_maps/lm_integrate_1.png" alt="Map image"></span>
            </p>
            <p>
              <strong>Enable &amp; Prep</strong>
            </p>
            <p>
              <a href="https://help.tableau.com/current/online/en-us/pulse_set_up.htm#:~:text=impact%20their%20data.-,Deploy%20Tableau%20Pulse%20for%20your%20site,-The%20site%20setting" target="_blank"><u>Activating Pulse</u></a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_use_case_id.htm&amp;language=en_US" target="_blank"><u>Use Case Identification</u></a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_prepare_data.htm&amp;language=en_US" target="_blank"><u>Preparing Your Data for Pulse</u></a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tableau-264-0-0-production-enus/60cca151-dc1f-4e7c-a452-a07c452769a7/resources-global/_corporate/images/learning_maps/lm_build_1.png" alt="Map image"></span>
            </p>
            <p>
              <strong>Build &amp; Implement</strong>
            </p>
            <p>
              <a href="https://help.tableau.com/current/online/en-us/pulse_create_metrics.htm" target="_blank"><u>Setting up your Metrics</u></a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_best_practices_editor.htm&amp;language=en_US" target="_blank"><u>Advanced Editor Best Practices</u></a>
            </p>
            <p>
              <a href="https://help.tableau.com/current/online/en-us/pulse_insights_platform_insight_types.htm" target="_blank"><u>Insight Types in Tableau Pulse</u></a>
            </p>
            <p>
              <a href="https://help.tableau.com/current/online/en-us/pulse_goals.htm" target="_blank"><u>How to set Goals on your Pulse
                  Metrics</u></a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_governance.htm&amp;language=en_US" target="_blank"><u>Pulse Governance</u></a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tableau-264-0-0-production-enus/60cca151-dc1f-4e7c-a452-a07c452769a7/resources-global/_corporate/images/learning_maps/lm_data_1.png" alt="Map image"></span>
            </p>
            <p>
              <strong>Extend &amp; Roll Out</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_best_practices_rollout.htm&amp;language=en_US" target="_blank"><u>Best Practices for Rollout</u></a>
            </p>
            <p>
              <a href="https://help.tableau.com/current/online/en-us/pulse_explore_metrics.htm#:~:text=and%20email%20digest.-,Manage%20your%20Tableau%20Pulse%20digest,-From%20Tableau%20Pulse" target="_blank"><u>Set up your Slack/Email Digest
                  preferences</u></a>
            </p>
            <p>
              <a href="https://appsource.microsoft.com/en-us/product/office/WA200007445?tab=Overview" target="_blank"><u>Install the Tableau Cloud App for Microsoft
                  Teams</u></a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_embed.htm&amp;language=en_US" target="_blank"><u>Embed Pulse</u></a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.tableau.com/current/mobile/mobile-user/en-us/tableau_mobile_interact.htm" target="_blank"><u>Interact with Pulse on Tableau Mobile</u></a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tableau-264-0-0-production-enus/60cca151-dc1f-4e7c-a452-a07c452769a7/resources-global/_corporate/images/learning_maps/lm_develop_1.png" alt="Map image"></span>
            </p>
            <p>
              <strong>Drive Adoption</strong>
            </p>
            <p>
              <a href="https://www.tableau.com/learn/get-started/pulse-setup#content-555824:~:text=Play%20Video-,Explore%20Metrics,-Play%20Video" target="_blank"><u>Encourage BUs to Explore Pulse</u></a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://exchange.tableau.com/products/1062" target="_blank"><u>Track adoption with Admin Insights Accelerator</u></a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tableau-264-0-0-production-enus/60cca151-dc1f-4e7c-a452-a07c452769a7/resources-global/_corporate/images/learning_maps/lm_learn_end_2.png" alt="Map image"></span>
            </p>
            <p>
              <strong>Learn More</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_trailhead.htm&amp;language=en_US" target="_blank"><u>Learn Tableau Pulse with Trailhead</u></a>
            </p>
            <p>
              <a href="https://www.tableau.com/blog/tableau-pulse" target="_blank"><u>Pulse Blogs</u></a>
            </p>
            <p>
              <a href="https://help.tableau.com/current/online/en-us/pulse_intro.htm?_gl=1*fxljjc*_ga*MTg3NDcyMzc1MS4xNzI0Njc1Mzk2*_ga_8YLN0SNXVS*MTcyNTM4Njg0MC4yMi4xLjE3MjUzODY5NzMuMC4wLjA." target="_blank"><u>Pulse Help Pages</u></a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_video.htm&amp;language=en_US" target="_blank"><u>Tableau Pulse On-Demand Webinars and Training
                  Videos</u></a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_knowledge.htm&amp;language=en_US" target="_blank"><u>Tableau Pulse Knowledge Base Articles</u></a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>

- **[Use Case Identification](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_use_case_id.htm&release=264.0.0&type=5)**  
    Before jumping into how to best identify your first Pulse use case, start with Pulse’s value proposition.
- **[Preparing Your Data for Pulse](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_prepare_data.htm&release=264.0.0&type=5)**  
    Once you know the critical KPIs you’d like to build in Pulse, the next step is to locate where the supporting data resides.
- **[Advanced Editor Best Practices](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_best_practices_editor.htm&release=264.0.0&type=5)**  
    Apply best practices throughout your Tableau Pulse journey.
- **[Pulse Governance](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_governance.htm&release=264.0.0&type=5)**  
    Pulse governance is available at the site and metric levels, and through row-level security.
- **[Best Practices for Rollout](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_best_practices_rollout.htm&release=264.0.0&type=5)**  
    Apply best practices throughout your Tableau Pulse journey.
- **[Embed Pulse](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_embed.htm&release=264.0.0&type=5)**  
    Integrate Tableau Pulse data insights wherever your team works.
- **[Learn Tableau Pulse with Trailhead](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_trailhead.htm&release=264.0.0&type=5)**  
    Get acquainted with Tableau Pulse through Trailhead, the fun and free way to learn Salesforce products.
- **[Tableau Pulse On-Demand Webinars and Training Videos](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_video.htm&release=264.0.0&type=5)**  
    Learn directly from expert trainers with deep dives into use cases, common questions, and best practices to inspire and guide you to create great Tableau Pulse implementations.
- **[Tableau Pulse Knowledge Base Articles](https://help.salesforce.com/s/articleView?id=analytics.tableau_pulse_knowledge.htm&release=264.0.0&type=5)**  
    Check these articles for special topics in Tableau Pulse.