Share your workspaces and assets with other users. Embed Tableau Next visualizations,
metrics, followed metrics, and dashboards into Lightning pages. Copy Tableau Next component code
to embed Tableau Next assets into third-party web apps. Transform your dashboards
and workspace assets into standardized templates to list on Marketplace, empowering
collaboration, promoting standardization, and reducing duplicate efforts across teams. Deploy
your Tableau Next workspaces, visualizations, and dashboards from your sandbox org into your
production org using change sets and data kits.
Required Editions
- Share and Embed
Share your workspaces and assets with other users. Use Lightning App Builder to embed Tableau Next metrics, visualizations, and dashboards into Lightning pages. Copy Tableau Next component code to embed Tableau Next assets into third-party web apps.
- Build Templates for Your Tableau Next Marketplace
Transform your Tableau Next dashboards and workspace assets into standardized templates, then list them on the Marketplace for others to use. Templates empower collaboration, promoting standardization, and reducing duplicate efforts across teams and customers.
- Monitor and Manage Templated Apps
Use the App Hub to manage the apps and components installed from templates in your org, monitor installation and refresh activity, and troubleshoot issues. Templated apps include Tableau Next apps for Salesforce, Salesforce flows, and Data 360 and Tableau Next components such as semantic models, dashboards, metrics, and visualizations.
- Manage Templates
The Templates page lists every available template, including templates that Salesforce provides and custom user-created templates. Use this page to review what a template includes, install templated apps and components, or build and maintain your own templates.
- Deploy Tableau Next Assets
Deploy Tableau Next workspaces, visualizations, and dashboards from your sandbox org to other sandbox orgs and your production Data 360 home and companion orgs using change sets. You can also deploy Tableau Next and Data 360 assets from sandbox to production home orgs using data kits. Using sandboxes allows you to develop, test, and train without compromising the data and apps in your production org. Using change sets and data kits for deployments moves the customizations you created and tested in your sandbox directly to your production org.
