--- schema_version: "1" id: 1849015558485be5459acc01db8a64e9373b385c8b66de53c41a0a6543d44039 title: "Step 1: Activate your Salesforce Org" collection: tableau version: current locale: en-gb portal_url: https://docs.salesforce.com/tableau/current/en-gb/tableau-next/tableau_next_setup_guide_activate_salesforce.md canonical_url: https://help.tableau.com/current/tableau-next/en-gb/tableau_next_setup_guide_activate_salesforce.htm source_site: help.tableau.com content_type: documentation content_hash: 0f7b42b4a4a5b506af80ad532230c3999895369e7308c7f35d02cd98d58164eb description: "Step 1 of Tableau Next setup: activate your Salesforce org." --- [Skip to main content](#main-content) # Step 1: Activate your Salesforce Org > [!WARNING] > > As of 14 October 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged. **Who does this step?** Salesforce Admin **About this step:** Tableau Next and Data Cloud require a Salesforce org as their foundation. An organisation (org) is a deployment of Salesforce that has a defined set of licensed users. Your org includes all of your data and applications. All anticipated Tableau Next users must exist in this Salesforce org. ## Activate your Salesforce org **Why:** A Salesforce org is a company’s unique, virtual space on the Salesforce cloud platform that contains all of its Salesforce data, apps and customisations. It’s the centralised, secure hub for a company’s business operations in Salesforce, including Tableau Next, Data Cloud and Agentforce. How to do it After your purchase is complete, Salesforce emails an invitation to activate your new Salesforce org if you don’t already have one. Your activation provisions your Salesforce org and finalises the creation of a Salesforce Org user. Log in to your org through the link provided in your login information email. **Learn more**: [Activate your Salesforce org](https://help.tableau.com/current/online/en-gb/setup_tabAI_site_setting.htm#set-up-einstein-generative-ai-in-salesforce). ## Verify Data Cloud is provisioned **Why:** Data Cloud is a pre-requisite for Tableau Next. Data Cloud is automatically provisioned as soon as a Data Cloud licence is added to your Salesforce org, except in Developer orgs. Tableau Semantics is available for Data Cloud customers, and its capabilities are available in both Data Cloud and Tableau Next. How to do it 1. At the top of any Salesforce page, select the gear icon ![A gear icon](/tableau/current/en-gb/tableau-next/en-gb/Img/sf_setup_gear.png) and select Setup. 2. Enter Data Cloud in the Quick Find box and find Data Cloud Setup. 3. If that option appears, you have Data Cloud and Tableau Semantics. **Note:** Developer orgs need to manually enable Data Cloud by selecting Get Started in Data Cloud Setup. For more information, see [Turn on Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&type=5). ## Add users in your Salesforce org **Why:** If you need to add more users besides yourself to Tableau Next, you need to add them to your Salesforce org. Users must already exist in Salesforce before you can grant them access to Data Cloud and Tableau Next. This step only adds users to your org; permission sets for Tableau Next and Data Cloud are covered in Step 3. How to do it Add users to your Salesforce Org: 1. In the Quick Find box in Setup, type in and select Users. 2. Select New User to add a single user, or select Add Multiple Users. 3. Select a User Licence and a profile to associate with the users you’re creating. Tableau Next users need at least the Identity user licence, but another licence can be used if applicable. ![The Setup page for creating a new user in Salesforce. It has a number of fields, and the ‘User Licence’ field is highlighted.](/tableau/current/en-gb/tableau-next/en-gb/Img/tabnext_setup_lic.png) 4. Select Generate passwords and notify users via email to send a login name and temporary password to each user. 5. Save your work. For more information on adding Salesforce users, see [Guidelines for Adding Users](https://help.salesforce.com/s/articleView?id=platform.users_adding_guidelines.htm&type=5), [Add a Single User](https://help.salesforce.com/s/articleView?id=platform.adding_new_users.htm&type=5) and [Add Multiple Users](https://help.salesforce.com/s/articleView?id=platform.users_adding_multiple.htm&type=5). ## Assign Data Cloud Architect and Tableau Next Admin Permissions to a User **Why:** Data Cloud Architect can enable and configure Data Cloud. The architect can be the same user as the Salesforce Admin or a different user. If you’re the Salesforce Admin (with a System Admin profile), you don’t need a Data Cloud standard permission set to access Data Cloud Setup. The Tableau Next Admin can enable and configure Tableau Next. The Tableau Next Admin can be the same user as the Data Cloud Architect (recommended), the Salesforce Admin or a different user. How to do it 1. Assign Data Cloud Architect and Tableau Next Admin permissions to the user or users who will set up Data Cloud and Tableau Next and assign users permissions. 2. From Setup, in the Quick Find box, type in and select Users. ![The Setup pane with the ‘Users’ option highlighted.](/tableau/current/en-gb/tableau-next/en-gb/Img/tabnext_setup_users.png) 4. Add new users or edit an existing user. 5. Select a user and click Permission Set Assignments. 6. Click Edit Assignments. ![The Permission Set Assignments tab with the Edit Assignments button highlighted.](/tableau/current/en-gb/tableau-next/en-gb/Img/tabnext_setup_editassign.png) 7. Select the Data Cloud Architect permission set and click Add. 8. Select the Tableau Next Admin permission set and click Add. ![A window with two lists: the left side has available permission sets, and the right side has enabled permissions sets. The right side is highlighted, and it contains the permission sets for Data Cloud Architect and Tableau Next Admin.](/tableau/current/en-gb/tableau-next/en-gb/Img/tabnext_setup_permset.png) 9. Save your changes. For more information on the available permission sets for Tableau Next, see [Tableau Next Permission Sets and Licences](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_permsets_licenses.htm) and [Assign a User a Tableau Next Permission Set](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_assign_tableau_permset_to_users.htm&type=5). For more information about Data Cloud Architect permissions, see [Data Cloud Standard Permission Sets](https://help.salesforce.com/s/articleView?id=data.c360_a_userpermissions.htm&type=5). ## You’re done! Congratulations! You now have a working Salesforce org with Data Cloud and Tableau Semantics, and an admin for Tableau Next! Continue to the next step to configure Data Cloud and enable Tableau Next. _Continue to_ [Step 2: Configure Data Cloud and Enable Tableau Next](https://help.tableau.com/current/tableau-next/en-gb/tableau_next_setup_guide_configure_data_cloud.htm) ## Resources - [What Happens When You Purchase Salesforce?](https://help.salesforce.com/s/articleView?id=xcloud.overview_when_you_buy.htm&type=5) - [Licences Overview](https://help.salesforce.com/s/articleView?id=platform.users_licenses_overview.htm&type=5) - [View and Manage Users](https://help.salesforce.com/s/articleView?id=platform.admin_users.htm) - [Data Cloud Standard Permission Sets](https://help.salesforce.com/s/articleView?id=data.c360_a_userpermissions.htm&type=5) - [Guidelines for Adding Users](https://help.salesforce.com/s/articleView?id=platform.users_adding_guidelines.htm&type=5), [Add a Single User](https://help.salesforce.com/s/articleView?id=platform.adding_new_users.htm&type=5) and [Add Multiple Users](https://help.salesforce.com/s/articleView?id=platform.users_adding_multiple.htm&type=5) - [Turn on Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&type=5) - [Activate your Salesforce org](https://help.tableau.com/current/online/en-gb/setup_tabAI_site_setting.htm#set-up-einstein-generative-ai-in-salesforce)