--- schema_version: "1" id: ab5eed35086e6740e50751c65f0aad4984eb946d50c75242270f2bfbdb120b24 title: Tableau Next Apps for Salesforce collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_tableau_next_apps_for_salesforce.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_tableau_next_apps_for_salesforce.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e66f3dd90def8460167bfe6f63894fb2c46a878a74ee32f606f05964cc11fa26 description: Provide your teams with curated paths through your data, plus powerful tools for spontaneous, deep explorations. With a Tableau Next App for Salesforce, you have a purpose-built set of analyses and insights about a specific area of your business. Answer pressing questions, predict outcomes, and get recommendations on the next best actions with insights infused directly within the flow of work in Salesforce. products: - Tableau Next release: "264" --- # Tableau Next Apps for Salesforce Provide your teams with curated paths through your data, plus powerful tools for spontaneous, deep explorations. With a Tableau Next App for Salesforce, you have a purpose-built set of analyses and insights about a specific area of your business. Answer pressing questions, predict outcomes, and get recommendations on the next best actions with insights infused directly within the flow of work in Salesforce. ### Required Editions
View supported editions.
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/images/icon_note.png) Note Depending on the app, specific licenses, permission sets, or permissions might be required. ## Sales Insights Sales Insights is a data-driven sales solution that unites Tableau Next dashboards and analytics with an easy-to-visualize view of your sales pipeline. Close deals with confidence, set accurate forecasts, and deliver predictable revenue growth. Sales Insights leverages Tableau Next and AI to deliver intelligent, data-driven insights in the context where sales teams work. - _Salesforce Help_: [Sales Insights](https://help.salesforce.com/s/articleView?id=sales.sales_insights.htm&language=en_US) ## Agentforce Lead Nurturing Formerly called SDR Agent Analytics, Agentforce Lead Nurturing lets you scale your sales team, accelerate growth, and maximize your pipeline by nurturing prospects 24/7 with an AI-powered sales agent. Agentforce Lead Nurturing works new or updated leads, contacts, and person accounts automatically, sending customized intro emails to each prospect, responding to replies, and connecting qualified leads with sales reps. - _Salesforce Help_: [Agentforce Lead Nurturing](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_parent.htm&language=en_US) ## Service Insights Service Insights is a data-driven solution that displays key contact center performance metrics. Determine whether you're meeting your customer service goals with easy-to-understand data visualizations. Service Insights includes Data 360 and Tableau Next. The combination of customer data, key performance indicators (KPIs), and AI help your service team improve operations and reduce costs. - _Salesforce Help_: [Measure Success with Service Insights](https://help.salesforce.com/s/articleView?id=service.service_insights_intro.htm&language=en_US) ## Field Service Intelligence Field Service Intelligence is a data-driven analytics tool that displays field service performance metrics. Determine whether you're meeting your field service operational performance goals with easy-to-understand data visualizations. Field Service Intelligence includes Data Cloud and Tableau Next. The combination of operational data, key performance indicators (KPIs), and AI help your field service team improve operations and reduce costs. - _Salesforce Help_: [Improve Customer Experience with Field Service Intelligence](https://help.salesforce.com/s/articleView?id=service.fso_intro.htm&language=en_US) - _Blog_: [Operate with Confidence: Transform Your Field Service with Agentic and Conversational Analytics](https://www.salesforce.com/blog/how-to-transform-field-service-operations-with-agentic-analytics/) ## Agent Analytics Analyze your AI agents’ performance within user and agent sessions. Agent Analytics is built on the unified Session Tracing Data Model (STDM), which captures every event and interaction within a session and logs it as individual events. You can query the logged ‌events to gain insights and optimize the Agent. Use the data from your Service Agent Analytics and Employee Agent Analytics dashboards to understand agent performance, and determine whether you want to adjust topics and agent actions to improve user satisfaction. - _Salesforce Help_: [Agent Analytics](https://help.salesforce.com/s/articleView?id=ai.generative_ai_agent_analytics.htm&language=en_US) ## Marketing Intelligence Marketing Intelligence in Marketing Cloud Next empowers marketers to improve customer experiences across multiple channels and at scale. Marketing Intelligence simplifies data management by providing automated connectors, a unified data model, and data enrichment. Maximize conversions and improve campaign performance with AI-generated campaign summaries and cross-channel attribution. - _Salesforce Help_: [Marketing Intelligence in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mc_mi_marketing_intelligence.htm&language=en_US) - _Trailhead_: [Explore Marketing Intelligence](https://trailhead.salesforce.com/content/learn/modules/marketing-intelligence-quick-look/explore-marketing-intelligence) ## C360 Semantic Model The C360 Semantic Model serves as a central foundation to define and manage metrics derived from standard Salesforce objects. Use the C360 Semantic Model to get unified and trusted insights when you work across multiple Salesforce products to create cross-cloud KPIs. The C360 Semantic Model solves the problem of fragmented data and metrics by offering a single model with a unified view across various Salesforce clouds, such as Sales, Service, Marketing, and Commerce. - _Salesforce Help_: [The C360 Semantic Model](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_c360sdm_intro.htm&language=en_US) ## Revenue Management Intelligence Revenue Management Intelligence offers a comprehensive suite of Tableau Einstein dashboards to assess revenue strategies and achieve cost-effective results. Integrated with Data Cloud, the dashboards feature detailed data visualizations and analysis of key performance indicators, enhancing the efficiency of revenue strategies. Revenue Cloud uses analytics across all functional areas of Revenue Cloud to create a smarter, more efficient product-to-cash solution. - _Salesforce Help_: [Revenue Management Intelligence for Revenue Cloud](https://help.salesforce.com/s/articleView?id=ind.revenue_management_intelligence_for_revenue_cloud.htm&language=en_US) ## Communications Sales Insights Communications Sales Insights is a data-driven solution that displays key communications sales and revenue metrics. Monitor your sales pipeline and business performance with easy-to-understand visualizations in Agentforce Communications. Reduce revenue leakage. and improve forecasting by bringing together your forecasting and quoting capabilities with the power of Data 360 and Tableau Next. - _Salesforce Help_: [Communications Sales Insights](https://help.salesforce.com/s/articleView?id=ind.comms_sales_insights.htm&language=en_US) ## Patient Support Program Analytics Patient Support Programs (PSP) Analytics provides a complete solution, including Tableau Einstein dashboards, to improve patient and program outcomes. The dashboards give program leads and patient services reps the data-driven insights they need to optimize operational efficiency. - _Salesforce Help_: [Patient Support Program Analytics](https://help.salesforce.com/s/articleView?id=ind.lsc_patient_services_program_analytics.htm&language=en_US) ## Disease Surveillance Analytics Use Disease Surveillance to efficiently manage and track disease-related data. Create and manage disease definitions for effective categorization. Monitor cases by recording patient details and tracking progress from first contact to resolution. Capture detailed investigation information, including specimen details, patient medication history, and exposure data. Schedule inspection visits for on-site evaluations. Monitor critical patient information such as medication, risk level, transmission mode, and demographics. Enhance public health responses by streamlining case management, improving response times, and ensuring accurate data tracking. - _Salesforce Help_: [Disease Surveillance Analytics](https://help.salesforce.com/s/articleView?id=ind.hc_disease_surveillance.htm&language=en_US) ## Retail Banking Insights Gain comprehensive, role-specific data insights, across customers, deposits, leads, referrals, and branch activity with the Retail Banking Insights dashboards. Monitor customer performance and engagement, analyze banker activity, and track customer acquisition and conversion efforts. Empowers Retail Personal Bankers and Branch Staff to make informed decisions and effectively prioritize their work. - _Salesforce Help_: [Retail Banking Insights](https://help.salesforce.com/s/articleView?id=ind.fsc_use_retail_banking_insights_dashboards.htm&language=en_US) ## Agentforce IT Service Intelligence Monitor performance, identify trends, and make data-driven decisions with Agentforce IT Service Analytics Dashboards. These Tableau-powered dashboards give your IT leaders and service teams the data they need for continuous improvement. - _Salesforce Help_: [Analytics for Agentforce IT Service](https://help.salesforce.com/s/articleView?id=service.it_srvcs_analytics_it_services.htm&language=en_US) ## CSI Score (Beta) CSI Score synthesizes complex customer signals into a unified, trusted score. Gain a comprehensive view of business health by turning operational, sentiment, and behavioral signals across departments into actionable insights. The app surfaces emerging risks, growth opportunities, and strategic priorities. Leaders can align teams, act on predictive drivers, and make confident, outcome-driven decisions to drive measurable growth. - _Salesforce Help_: [CSI Score (Beta)](https://help.salesforce.com/s/articleView?id=analytics.csi_score.htm&language=en_US) ## Loyalty Management Analytics Provide loyalty program managers with actionable insights into loyalty programs to help them devise strategies to increase membership, retain customers, improve processes, and grow your business. - _Salesforce Help_: [Loyalty Management Analytics](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_tableau_next.htm&language=en_US)