Set up Tableau Next Analytics Dashboards

Use the App Hub interface to verify organization readiness and deploy the pre-built analytics dashboards.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Automotive Cloud Add-on License
User Permissions Needed
To setup the Automotive Insights app and assign permissions to users:
  • Tableau Next Admin
  • Data Cloud Architect
To view the Automotive Insights dashboards:
  • Tableau Next Limited Consumer

Before beginning the installation, ensure your organization meets the following technical requirements:

Map Data Streams

  1. From App Launcher, search for and select Data Cloud.
  2. Go to the Data Streams tab.
  3. Select OpportunityLineItem_Home.
  4. In the Data Mapping section, click Review.
  5. Map the fields as shown below.
    OpportunityLineItem_Home Opportunity Product
    CreatedBy Created By
    CreatedDate Created Date
    Description Description
    Id Opportunity Product Id (Primary Key)
    Name Name
    Opportunity Opportunity
    PricebookEntry Pricebook Entry
    Product2 Product
    Quantity Product Quantity
    SortOrder Sort Order
    TotalPrice Total Price Amount
  6. Similarly, navigate to the AssetMilestone_Home data stream, and map the name field as shown below.
    AssetMilestone_Home Asset Milestone
    Name Name

Install the App

  1. From Setup, enter App Hub in the Quick Find box, then select App Hub under Templated Apps.
  2. Search for and select Tableau Next App for Automotive.
  3. Enable the required features and assign the requisite permission sets to users.
  4. Run the Org pre-checks to automatically verify your Data Cloud and C360 configurations.
  5. Once the pre-checks are successful, click Install on the Install Automotive Dashboards step.
  6. Follow the wizard prompts to install the templated dashboards and metrics.
  7. After installation, manage the application and data refreshes via the App Hub on the Automotive Insights app.