Install the Retail Execution (RE) Tableau Next analytics app to unlock prebuilt analytics, insights, and dashboards for data-driven retail execution by using the Consumer Goods Cloud Enhanced model.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions where Consumer Goods Cloud is enabled |
| User Permissions Needed | |
|---|---|
|
To install the Retail Execution Tableau Next Analytics app |
TableauNextLimitedViewerPsl OR UnmeteredUserBasedTableauNextPsl |
Note This setup has now moved to Salesforce Go. For more information, see Discover and Set Up Features with Salesforce Go.
The specific permission set license is assigned based on the user persona and the SKU provisioned in your org.
Before you begin, make sure that your org successfully installed and deployed the Customer 360 Semantic Model and the Data Cloud for Consumer Goods Cloud Retail Execution Enhanced Data Kit.
- From Setup, in the Quick Find box, enter and select Permission Sets. Verify that the required permissions are assigned for Tableau Next analytics.
- In the Quick Find Box, enter and select Retail Execution Settings.
- In the Install Consumer Goods Tableau Next Analytics app section, select Install and Enable Retail Tableau Next Analytics, and then clickStart. The Enter App Details window appears.
- Enter an app name and description, select a log level from the dropdown, and then click OK. A confirmation message indicates that the app installation is in progress and becomes available in a new tab shortly.
- To verify the installation, enter and select App Hub in the Quick Find box. A Success status confirms that the installation completed successfully.
- If your installation fails: From Setup, enter and select App Install History in the Quick Find box. Click the name of the failed app installation to see the list of definition tasks. Click the dropdown menu for a specific task, and then select View Logs to see the reason for the failure.
- To uninstall an app: From Setup, in the Quick Find box, enter and select App Hub. Then select the app that you want to uninstall, and click Delete.