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.
Required Editions
| User Permissions Needed |
| To create and edit Tableau Next metrics and access Tableau Next components in
Lightning App Builder: |
Tableau Next Analyst permission set |
| OR |
|
| To create and edit Tableau Next metrics: |
Tableau Next Analyst permission set |
| To access Lightning App Builder to embed metrics: |
Customize Application user permission |
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On the Lightning home or record page that you want to embed the following component in,
click the Setup icon (gear).
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Select Edit Page.
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If you have multiple page layouts, open the Lightning App Builder in Setup to see the list
of page layouts. Click Edit for the page layout you want to update.
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From the Lightning App builder component palette, search for the Tableau Next
Following component.
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Click and drag the Tableau Next Following component where you want it to appear on the
page. Or select where on the page you want to insert the component, and then choose the Tableau
Next Following component.
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Optionally, you can configure the size and other settings for the component properties
panel.
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Also optionally, add suggested metrics by selecting Add Metric. Or
add filters by selecting Add Filter.
After you embed your component, save and activate your Lightning page. For more information on
page activation, see Activate Lightning Experience Record Pages. When users
open the Lightning page, they see the metrics that they follow. And they see suggested metrics
under the Suggested for you tab, if you added them.