Extend Tableau Next everywhere throughout your org by integrating Tableau Next metrics,
dashboards, visualizations, and followed metrics into Lightning pages and custom pages using
Lightning web components. Specifiy component properties and filter to customize how each insight
renders and interacts with the page.
Required Editions
- Add a Tableau Next Visualization to a Lightning Page
Integrate Tableau Next visualizations into Lightning pages so users can explore visualizations and identify data trends in their workflows. To embed a visualization component in the page, follow these steps.
- Add a Tableau Next Dashboard to a Lightning Page
Integrate your Tableau Next dashboards into Lightning pages to surface key insights into user workflows. To embed a dashboard component in the page, follow these steps.
- Add a Tableau Next Metric to a Lightning Page
Integrate your Tableau Next metrics into Lightning pages to bring specific insights directly to your users. To embed a metric component in the page, follow these steps.
- Filter Values for Embedded Visualizations, Dashboards, and Metrics
Create filters for embedded Tableau Next visualizations, dashboards, and metrics with the filter builder to show relevant embedded content. You can use the builder to set dynamic or static values in the filter when the visualization, dashboard, or metric renders. On a record page, you can also base filter values on the page context, such as account ID, or specify static values so that the embedded content shows only relevant data.
- Add a Personalized View of Metrics That a User Follows with the Tableau Next Following Component
See Tableau Next metrics that you follow directly in Salesforce Lightning pages, and view data insights at a glance without switching context. When an admin adds the Tableau Next following component into a Lightning page, users see a personalized view of the Tableau Next metrics that they follow. Admins can also add suggested Tableau Next metrics that they think users might also want to follow.
