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title: "Step 0: Pre-configuration Checklist"
collection: tableau
version: current
locale: en-gb
portal_url: https://docs.salesforce.com/tableau/current/en-gb/tableau-next/tableau_next_setup_guide_preconfiguration.md
canonical_url: https://help.tableau.com/current/tableau-next/en-gb/tableau_next_setup_guide_preconfiguration.htm
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description: "Step 0 of Tableau Next setup: complete the pre-configuration checklist."
---
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# Step 0: Pre-configuration Checklist

> [!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:** Planning ahead will simplify the setup processes later on.

## Before you begin:

1. Confirm your Salesforce Edition supports Tableau Next.
    
    - Must be: Enterprise, Performance, Unlimited
    - [Learn how to find your Salesforce edition](https://help.salesforce.com/s/articleView?id=xcloud.overview_finding_edition.htm&type=5)
2. Determine who needs access to Tableau Next.
3. Purchase appropriate licences for your Tableau Next users (Admins, Analysts and Business Users).
    
    - [Learn more about Tableau Next Permission Sets and Licences](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_permsets_licenses.htm&type=5)
    - Learn more about checking your [User Licences](https://help.salesforce.com/s/articleView?id=platform.users_license_types_view.htm&type=5) and [View and Manage Your Permission Set Licences](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_view.htm&type=5)
4. Familiarise yourself with billing considerations.
    
    - [Data Cloud Billable Usage Types](https://help.salesforce.com/s/articleView?id=data.c360_a_data_usage_types.htm&type=5)
    - [About Unmetered Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_usage_types.htm&type=5)
    - [Billing considerations for Semantic Layer](https://help.salesforce.com/s/articleView?id=data.c360_a_billing_considerations_for_semantic_layer.htm)
    - [Billing considerations for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_usage_types.htm&type=5)

Continue to [Step 1: Activate your Salesforce Org](https://help.tableau.com/current/tableau-next/en-gb/tableau_next_setup_guide_activate_salesforce.htm)