Use prebuilt Tableau Next dashboards to track how customer feedback evolves across lifecycle stages. Powered by Tableau, these dashboards provide richer visualizations and flexible analysis of feedback data across the entire customer journey. You can uncover survey insights and improve the customer experience.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer Editions.
Who: Users with the Feedback Management Starter, or the Feedback Management Growth licenses. The Data Cloud license and one of these Tableau Next licenses are also required: Tableau Next Creator, Tableau Next Consumer, or Tableau Next Limited Consumer. See Tableau licenses for the full list of applicable licenses.
Assign the Data Cloud and Survey licenses to the Data Cloud Salesforce Connector permission set, the Data Cloud Architect permission to the user, and a default data space to the Data Cloud Architect permission set.
Why: Service leaders and Customer Experience teams often lack the necessary visibility to pinpoint exactly where satisfaction drops during a customer's engagement. These dashboards address that gap by measuring data across lifecycle stages, so analysts can report on improvements and make strategic changes.
How: These dashboards are enabled by default:
- In-app dashboards: Response Distribution
- Embedded dashboards:
- Contact NPS
- Account NPS
- Case Customer Satisfaction
- Contact Customer Satisfaction
- Single Customer’s Net Promoter Score Lifecycle
- Single Customer’s Customer Satisfaction Rating Lifecycle
- Customer NPS Lifecycle
- Customer CSAT Lifecycle