---
schema_version: "1"
id: 93339741f6e7a6aad01f51b0bc43a5fa683d59aebfb6986c8384ad64ffbe53f4
title: Guided Tableau Next Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_admin_guided_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 222c8092d4fd54db3062eea4cf4e9cab9c98e7e0bddba4a8b95313bd9dd0fd86
description: Get up and running with Tableau Next through the guided setup process. Configure Data 360, choose admin users, activate AI features, and define data security policies for standard objects.
products:
  - Tableau Next
release: "264"
---
# Guided Tableau Next Setup

Get up and running with Tableau Next through the guided setup process. Configure Data 360, choose admin users, activate AI features, and define data security policies for standard objects.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

- **[Install Data 360 Components](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&release=264.0.0&type=5)**  
    Tableau Next automatically creates a Data 360 instance when it is provisioned.
- **[Enable Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&release=264.0.0&type=5)**  
    Turn on Tableau Next. This also assigns you a Data Cloud Architect and Tableau Unmetered Admin permission set.
- **[Select Admin Users](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&release=264.0.0&type=5)**  
    Choose users to manage Tableau Next. They’re assigned the Tableau Unmetered Admin permission set.
- **[Turn On AI Features](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&release=264.0.0&type=5)**  
    Set up Tableau Agent and other AI features. Grant agent access to admin users.
- **[Connect Standard Objects](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&release=264.0.0&type=5)**  
    Import records from standard objects into Data 360.
- **[Secure Your Data](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&release=264.0.0&type=5)**  
    Select the default data access level and choose record-level access policies for data in standard objects.

## Install Data 360 Components

Tableau Next automatically creates a Data 360 instance when it is provisioned.

If a Data 360 instance is present, Tableau Next uses that instance.

## Enable Tableau Next

Turn on Tableau Next. This also assigns you a Data Cloud Architect and Tableau Unmetered Admin permission set.

1. From Setup, in the Quick Find box, enter Tableau Next and then select **Tableau Next Setup**.
2. Enable Tableau Next.
    
    If Tableau Next is already enabled, someone in your org has already done this or set up Marketing Performance for Marketing Cloud.

## Select Admin Users

Choose users to manage Tableau Next. They’re assigned the Tableau Unmetered Admin permission set.

1. Select **Add Admins**.
2. Search for and select users.
3. Save your selections.

## Turn On AI Features

Set up Tableau Agent and other AI features. Grant agent access to admin users.

Enable AI features.

AI setup configures Data 360 connections, enables Einstein and Agentforce, creates a Tableau Agent, assigns admins agent access permissions, and activates Tableau Next features including semantic authoring and metric insight summaries.

For manual setup, follow [Set Up Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm&release=264.0.0&type=5 "Configure users, turn on organization features, and create and activate an agent for analytics and visualizations in Tableau Next.").

## Connect Standard Objects

Import records from standard objects into Data 360.

1. Select **Load Data**.
2. Start the process to connect and load data from the standard objects into the Data Lake Objects in the standard semantic model.
3. Close the window at any time. To review the status, select **Load Data** again.

We’ll notify you when the data is loaded.

## Secure Your Data

Select the default data access level and choose record-level access policies for data in standard objects.

1. Select **Configure Access**.
2. Choose the default visibility for records based on ownership and then click **Next**.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d46834e404-option" id="d46834e408">Owner Only</th><td style="vertical-align:top;" headers="d46834e404-desc d46834e408">Users can view records they own.</td></tr><tr class=""><th style="vertical-align:top;" headers="d46834e404-option" id="d46834e417">Role Hierarchy</th><td style="vertical-align:top;" headers="d46834e404-desc d46834e417">Users can view records they own and records owned by users below them in the role hierarchy.</td></tr><tr class=""><th style="vertical-align:top;" headers="d46834e404-option" id="d46834e426">Manager Hierarchy</th><td style="vertical-align:top;" headers="d46834e404-desc d46834e426">Users can view records they own and records owned by users below them in the manager hierarchy.</td></tr></tbody></table>
3. Review the list of default policies and choose which to include.
4. Apply selected governance policies.

Review [Data Governance and Sharing in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_governance.htm&release=264.0.0&type=5 "Tableau Next has a multi-layered access control structure powered by flexible Salesforce permission sets, Data 360 governance policies, and sharing settings on each Tableau Next asset.") for details about governance concepts and policy management.

Tableau Next setup is complete.

To configure users, see [Manage Tableau Next Users](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_user_setup.htm&release=264.0.0&type=5 "Grant users access to Tableau Next and create groups for sharing Tableau Next assets.").

To set up and configure additional Tableau Next functionality, see [Set Up Tableau Next Features](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_feature_setup.htm&release=264.0.0&type=5 "Activate and configure additional Tableau Next functionality. Connect Slack, turn on Metric Insight Summaries, and control other capabilities.").