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: |
|
| To view the Automotive Insights dashboards: |
|
Before beginning the installation, ensure your organization meets the following technical requirements:
- Data Cloud: Must be fully provisioned and configured. See Ingest External Automotive Data into Data Cloud.
- Customer 360 (C360): The standard C360 data model must be installed. See Turn On Data 360.
- Data Assets: The Automotive Data Kit and Data Model Objects (DMOs) for Automotive must be deployed. Make sure to enable read access for all fields in these objects. For detailed steps, see Configure Basic Settings for the Automotive Cloud Data Kit.
Map Data Streams
- From App Launcher, search for and select Data Cloud.
- Go to the Data Streams tab.
- Select OpportunityLineItem_Home.
- In the Data Mapping section, click Review.
-
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 -
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
- From Setup, enter App Hub in the Quick Find box, then select App Hub under Templated Apps.
- Search for and select Tableau Next App for Automotive.
- Enable the required features and assign the requisite permission sets to users.
- Run the Org pre-checks to automatically verify your Data Cloud and C360 configurations.
- Once the pre-checks are successful, click Install on the Install Automotive Dashboards step.
- Follow the wizard prompts to install the templated dashboards and metrics.
- After installation, manage the application and data refreshes via the App Hub on the Automotive Insights app.
For details, refer Tableau Next Considerations, Guidelines, and Limits.