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.

Required Editions

View supported editions.
User Permissions Needed
To enable Tableau Next: Tableau Unmetered Admin or Tableau Next Admin permission set

For a streamlined setup, use the Salesforce Go feature for Tableau Next with Slack. Or follow these steps.

  1. From Setup, in the Quick Find box, enter Session Settings, and then select Session Settings.
  2. Confirm that the settings for both Lock sessions to the IP address from which they originated and Enforce login IP ranges on every request aren't enabled.
  3. Connect Slack to Salesforce
  4. In Tableau Next, click Administration, and then click Settings.
  5. Under General Settings, click Tableau Next Features.
  6. Turn on Collaborate with Slack and Tableau Next.
Note
Note Session Settings that restrict IPs impact the integration between Slack and Salesforce. To resolve this, Session Settings for Lock sessions to the IP address from which they originated and Enforce login IP ranges on every request must not be enabled.