Analytics enhancements include new and updated features for Tableau Next, Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau.
- Tableau Next
As Salesforce’s end-to-end, agentic analytics experience, Tableau Next integrates the #1 analytics platform with Agentforce’s context-aware AI and the Data Cloud semantic layer that unifies business knowledge across your organization. Build and deliver personalized, contextual, and actionable insights for every user, backed by Salesforce’s enterprise-grade performance, security, and scalability. - Tableau Semantics
Tableau Semantics, the AI-powered semantic layer, maps your raw data to business-friendly terms and logic, the key to building reusable models and metrics that provide contextual, consistent, trusted insights. - Lightning Reports and Dashboards
Help users explore data, collaborate, and update records without switching contexts by bringing Lightning reports and dashboards directly into LWR-based Experience Cloud sites. Review records in a side panel to move quickly through data while keeping your report view and filters intact. - Data 360 Reports and Dashboards
Compare related data more easily in joined reports to uncover insights across different sources. Analyze global revenue consistently by comparing converted currency values across regions and business units. Spot customer sentiment trends faster to better understand customer experiences alongside business data. - CRM Analytics
CRM Analytics enhancements include new and updated features for dashboards, lenses, analytics apps, and data integration. - Tableau
Use Tableau to analyze, explore, and make decisions on your data with just a few clicks. Create engaging visualizations and embed them in your Lightning pages to use them in your workflows. Tableau has enterprise analytics platform solutions for deep data exploration.
Analytics Release Note Changes by Month
We made these additions and changes to published release notes.
OCTOBER 2026
Tableau Next
- Tableau Agent: Step Up to the Next Generation of Conversational Analytics in Tableau Next (Added the week of October 5, 2026)
- Visualizations: Compare Proportions and Show Hierarchies with Packed Layouts (Added the week of October 5, 2026)
- Visualizations: Track Totals and Category Contributions Over Time with Area Charts (Added the week of October 5, 2026)
- Visualizations: Choose When to Save Visualization and Semantic Model Changes (Added the week of October 5, 2026)
- Visualizations: Customize Marks with New Formatting Options (Added the week of October 5, 2026)
- Visualizations: Draw Comparisons with Grand Totals and Subtotals Across Visualizations (Added the week of October 5, 2026)
- Visualizations: Customize Visualization Titles with Rich Text (Added the week of October 5, 2026)
- Visualizations: Highlight Table Values with Badges (Added the week of October 5, 2026)
- Visualizations: Show or Hide Missing Values in Visualizations (Added the week of October 5, 2026)
- Dashboards: Reuse Dashboard Extensions with Dynamic Data Binding (Added the week of October 5, 2026)
- Dashboards: Manage How Tableau Next Dashboards Appear on Different Screens (Added the week of October 12, 2026)
- Dashboards: Style Multiple Dashboard Widgets at Once (Added the week of October 12, 2026)
- Workspaces: Replace Source Files to Keep Google Drive Data Lake Objects Current (Beta) (Added the week of October 12, 2026)
- Workspaces: Manage Pre-Production Analytics Assets in Exploratory Orgs (Added the week of October 12, 2026)
- Exploration and Action: Get Data Alerts for Goals, Thresholds, or Important Changes to Tableau Next Metrics (Added the week of October 12, 2026)
- Exploration and Action: Tableau Agent: Data Alerting Is Generally Available for Metrics and Data (Added the week of October 12, 2026)
CRM Analytics
- Data Integration: Upgrade to OAuth Security for Your Salesforce External Connections
(Updated the week of October 15, 2026)
- Updated the release note to clarify that end of support for Username and Password settings is on October 27—31, 2026.
Data 360 Reports and Dashboards
- See Relevant Report Data by Using Organizational Hierarchies in Data 360 Reports (Beta) (Updated the week of October 12, 2026)
- Updated the release notes title to clarify that the feature applies to Data 360 Reports and not Data 360.
SEPTEMBER 2026
Tableau Next
- Tableau Agent: Ask Questions About Organization Hierarchy with Tableau Agent in Tableau Next (Added the week of September 7, 2026)
- Workspaces: Clone Assets and Their Lineage for Safe, Isolated Editing in Tableau Next (Added the week of September 7, 2026)
- Workspaces: Identify App-Originated Assets in Tableau Next (Added the week of September 7, 2026)
- Workspaces: Track Where Your Tableau Next Dashboards Are Embedded (Added the week of September 7, 2026)
- Workspaces: Explore Data with Agents in Personal Orgs (Generally Available) (Added the week of September 7, 2026)
- Workspaces: Develop Analytics in a Personal Org and Promote Your Changes (Generally Available) (Added the week of September 7, 2026)
- Visualizations: Create Waterfall Charts in Tableau Next More Easily (Added the week of September 7, 2026)
- Visualizations: Customize Tooltips in Tableau Next (Added the week of September 7, 2026)
- Dashboards: Author Accessible Tableau Next Dashboards with Keyboard Navigation (Added the week of September 7, 2026)
- Dashboards: Show Embedded Dashboards on Tablets and Customized Header Controls (Added the week of September 7, 2026)
- Sharing and Embedding: Understand App Creation from Templates with Visual Representations (Added the week of September 7, 2026)
- Sharing and Embedding: Share Configurable Insights with Template Builder (Generally Available) (Added the week of September 7, 2026)
- Sharing and Embedding: Create App Templates from Your Tableau Next Workspace (Generally Available) (Added the week of September 7, 2026)
- Exploration and Action: Use Improved Metric Layout for Insights at a Glance (Added the week of August 31, 2026)
- Development: Embed Tableau Next Assets Faster with SDK Onboarding for AI Coding Assistants (Added the week of September 14, 2026)
Tableau Semantics
- Set Scalable Targets with Data-Defined Goals (Added the week of August 31, 2026)
CRM Analytics
- Data Integration: Upgrade to OAuth Security for Your Salesforce External Connections (Added the week of August 31, 2026)
- Query Your Analytics Data in Natural Language with CRM Analytics MCP Server (Beta) (Added the week of September 7, 2026)
Reports and Dashboards
- Embed Lightning Reports in Your Lightning Web Runtime Experience Cloud Sites (Beta)
(Updated the week of September 21, 2026)
- Updated the How section to clarify that the users should turn on the org pref for the feature in Reports and Dashboards Settings.
AUGUST 2026
Tableau Next
- No changes since the initial publication.
Tableau Semantics
- No changes since the initial publication.
Reports and Dashboards
- Embed Lightning Reports in Your Lightning Web Runtime Experience Cloud Sites (Beta)
(Updated the week of August 31, 2026)
- Updated the How section to clarify that the users should contact Salesforce Customer Support to turn on the feature.
-
Show Only Matching Records Across Blocks in Joined
Reports (Beta) (Removed the week of August 24, 2026)
- This feature isn't quite ready yet, so we removed it for now.
Data 360 Reports and Dashboards
-
Find the Right Report Type Faster with Improved
Report Search (Beta) (Removed the week of August 24, 2026)
- This feature isn't quite ready yet, so we removed it for now.
CRM Analytics
- No changes since the initial publication.