# tableau Tableau Next - Full Documentation [Skip to main content](#main-content) # 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/v0.0/tableau-next/en-gb/tableau_next_setup_guide_activate_salesforce.htm) [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/next/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/next/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/next/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/next/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/next/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/v0.0/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) [Skip to main content](#main-content) # Step 2: Configure Data Cloud and Enable Tableau Next > [!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 or users with Tableau Next Admin permission sets. **About this step:** Tableau Next uses Data 360 to host and manage all of its data. After it’s enabled and configured, both Data 360 and Tableau Next need their permission sets given to users. **Note:** This step only configures Data 360; it doesn’t add any data. Data is necessary to use Tableau Next and is added later in this guide. ## Enable Tableau Next in Salesforce Setup **Why:** This step turns on Tableau Next, which is required before you can add Tableau Next permissions, features and data. How to do it 1. In the Quick Find box in Setup, type in `Tableau Next` and then select Tableau Next Setup. 2. Turn on Tableau Next. 3. From Tableau Next, choose Administration from the bottom-left corner. 4. Click Settings. 5. Turn on the toggle for Beta Connectors. If Tableau Next is already enabled, it’s possible that someone in your organisation has already set up Marketing Performance for Marketing Cloud. ## Assign Data 360 and Tableau Next permission sets to users **Why:** Users need both Data 360 and Tableau Next permissions to access data in Tableau Next. The different Tableau Next permission sets map to a required Data 360 permission set and control what users can do in Tableau Next and Data 360. In this step, you’ll assign users both Tableau Next and Data 360 permission sets. For information about the required licences for these permission sets, see [Tableau Next Permission Sets and Licences](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_permsets_licenses.htm&type=5).
Tableau Next Permission SetTableau Next Permission Set DescriptionData 360 Permission Set Requirement
Tableau Unmetered AdminAllows access to Tableau Next Setup and edit access to Tableau Next features in the production environment. Access includes unmetered Analytical Insights and Agentic Analytics workloads.Data Cloud Architect
Tableau Unmetered Platform AnalystAllows edit access to Tableau Next features in production orgs. Access includes unmetered Analytical Insights and Agentic Analytics workloads.Data Cloud Architect
Tableau Unmetered Self-Service AnalystAllows edit access to Tableau Next features in personal orgs and view-only access in production orgs. Access includes unmetered Analytical Insights and Agentic Analytics workloads.Data Cloud User
Tableau Unmetered Self-Service ConsumerAllows view-only access to Tableau Next features. Access includes unmetered Analytical Insights and Agentic Analytics workloads.Data Cloud User
Tableau Next Consumer (Unmetered)The user can view Tableau Next dashboards, workspaces and metrics. Access includes unmetered Analytical Insights and Agentic Analytics workloads.Data Cloud User
Tableau Next AdminThe user can set up Tableau Next and assign users permissions, and they have edit access to Tableau Next features in the production environment.Data Cloud Architect
Tableau Next Platform AnalystThe user has edit access to Tableau Next features in the production environment.Data Cloud Architect
Tableau Next Self-Service AnalystThe user can view Tableau Next dashboards, workspaces and metrics.Data Cloud User
Tableau Next ConsumerThe user can view Tableau Next dashboards, workspaces and metrics.Data Cloud User
Tableau Next Limited ConsumerThe user has read-only access to Tableau Next Intelligent Apps.Data Cloud User
Tableau Next Included App. The user can view pre-packaged Tableau Next analytics.Data Cloud User
How to do it Before you assign permissions, make a list of users and use the table above to map out which Tableau Next permission set and corresponding Data Cloud permission set each user needs. 1. From Setup, in the Quick Find box, type in `Users` and select Users. 2. Select a user and click Permission Set Assignments. 3. Click Edit Assignments. 4. Select a Tableau Next permission set for that user from the table above. 5. Select Data Cloud Architect permission set and click Add. 6. Select the Tableau Next Admin or Tableau Next Unmetered Admin permission set and click Add. 7. Save your work. Repeat this step for each user on your list. ### Add users by permission set If you need to assign permissions to a large number of users, you can add multiple users to a permission set at once. To do this, you need to group users by the permission sets they need in Tableau Next and Data 360. Then add those users to both the Tableau Next Platform Analyst and Data Cloud Architect permission sets. 1. From Setup, in the Quick Find box, type `Permission` and select Permission Sets. 2. Select the appropriate Tableau Next Permission Set. 3. Click Manage Assignments. 4. Click Add Assignments. 5. Select one or more users by ticking the box next to their name. 6. Click Assign. 7. Perform these steps again for the same users, selecting the appropriate Data Cloud permission set. ## You’re done! Congratulations! Now you have Data Cloud and Tableau Next in your Salesforce org and users with Data Cloud and Tableau Next permissions. You’ll add data to Data Cloud in a later step. Continue on to the next step to configure the features that make Tableau Next shine. _Continue to_ [Step 3: Enable Generative AI](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_setup_guide_enable_gen_ai.htm) ## Resources - [Data Cloud Permission Sets](https://help.salesforce.com/s/articleView?id=data.c360_a_userpermissions.htm&type=5) - [Data Source Configuration in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_connection_tasks.htm&type=5) - [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) - Video: [Tableau Next Admin Setup](https://salesforce.vidyard.com/watch/2uKhbtkYpmmxQ67zkZhGjV) [Skip to main content](#main-content) # Step 3: Enable Generative AI > [!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:** Although not required, many integral Tableau Next features use AI. This step should be done if you plan to use Analytics Agent, Data Pro, Concierge, AI-assisted modelling or if you plan to capture feedback and auditing data. **Note:** This step is optional but highly recommended for full functionality of Tableau Next. ## Set up Einstein Generative AI **Why:** Turn on Einstein to use generative AI features across Salesforce. How to do it 1. From Setup, in the Quick Find box, type in Einstein Setup and select Einstein Setup. 2. Turn on Turn on Einstein. **Note:** If you can’t find Einstein Setup, ensure that your org meets the prerequisites for any generative AI features you plan to use. For more support, contact your Salesforce Account Executive (AE). Learn more: [Einstein Generative AI](https://help.salesforce.com/s/articleView?id=sf.generative_ai_enable.htm) ## Set up Einstein Trust Layer **Why:** The Einstein Trust Layer enforces privacy and security for AI features. How to do it 1. From Setup, in the Quick Find box, type `Einstein`, and then select Einstein Trust Layer. The Trust Layer setup page includes two tabs, one for LLM data masking and one for content safety and security. 2. Data Masking is enabled by default. On the Data Masking tab, enable data masking if it’s turned off to allow the Einstein Trust Layer to detect and mask sensitive data. To understand the different options available for data masking, review the content at the top of the page. Individual entities or categories can be turned off or on. It can take a few minutes for the changes to take effect. Data Masking is disabled for agents. ## Turn on Einstein Generative AI data collection and storage **Why:** Required to save feedback and auditing data. How to do it 1. From Setup, in the Quick Find box, type `Einstein Audit`, and then select Einstein Audit, Analytics and Monitoring Setup. 2. On the Einstein Audit, Analytics and Monitoring Setup page, turn on Audit and Feedback. 3. Select a target [data space](https://help.salesforce.com/s/articleView?id=data.c360_a_data_spaces.htm) in which to store the audit and feedback data. 4. If you’re using a Data Cloud One companion connection to connect your orgs to Data Cloud, you’ll only see the data spaces that are shared with your companion org. 5. Verify that the [pre-built reports and dashboards are installed and available](https://help.salesforce.com/s/articleView?id=ai.generative_ai_feedback_install_report.htm). It can take a few minutes for the installation to complete. 6. If you want to protect access to collected data that is sensitive, see [Implement Data Governance Permissions for Audit and Feedback Objects](https://help.salesforce.com/s/articleView?id=ai.generative_ai_feedback_data_governance.htm&type=5). You can turn off data collection and storage at any time. When you turn off data collection and storage, the data stream collecting the data pauses. For more information about Einstein Generative AI, see [Turn on Einstein Generative AI data collection and storage](https://help.salesforce.com/s/articleView?id=sf.generative_ai_feedback_enable.htm). ## Enable Agentforce **Why:** To start building, customising, testing and launching AI agents. How to do it 1. From Setup, in the Quick Find box, type Agent and then select Agentforce Agents. If you don’t see Agents in Setup, verify that Einstein Generative AI is enabled for your org. 1. To enable Agentforce, turn on Agentforce. ## You’re done! Congratulations! You’ve set the stage for configuring AI features in Tableau Next. _Continue to_ [Step 4: Enable Tableau Next AI Features](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_setup_guide_enable_tua_ai.htm) ## Resources - [Enable Einstein Generative AI for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_ai.htm&type=5) - [Set up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5) - [Set up Einstein Trust Layer](https://help.salesforce.com/s/articleView?id=ai.generative_ai_trust_setup.htm&type=5) - [Set up Einstein Generative AI Audit and Feedback](https://help.salesforce.com/s/articleView?id=ai.generative_ai_feedback_enable.htm&type=5) - [Enable Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&type=5) [Skip to main content](#main-content) # Step 4: Enable Tableau Next AI Features > [!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?** Tableau Next Admin, Slack Admin **About this step:** While optional, these features are integral to Tableau Next. ## Set up Agentforce for Analytics **Why:** Agentforce for Analytics includes multiple useful features. Data Pro helps you create and refine calculated fields in Tableau Next. Semantic Model Curation helps you get relationship suggestions and create relationships in Tableau Semantics. Concierge: Analytics Q&A lets you ask questions to explore your data in the Agentforce panel (in a metric details page or in a dashboard view). For a more in-depth overview of Agentforce for Analytics and setup, see [Agentforce for Analytics](https://help.salesforce.com/s/articleView?id=analytics.tua_ai.htm) in Tableau Next help. This step has four parts. How to do it ### Activate Agentforce for Analytics 1. From Setup, in the Quick Find box, type `Tableau Next` and select Tableau Next Features. 2. Turn on Agentforce for Analytics. 3. Turn on agent capabilities: 1. Concierge: Analytics Q&A: Includes the Data Analysis subagent 2. Data Pro – Semantic Model Creation: Includes the Data Pro – Preparation and Modelling subagent 3. Inspector: Proactive Alerts: Includes the Data Alert Management subagent ### Create an Agent with the Analytics and Visualisation Template The Tableau Next Admin needs to create this agent only once. 1. Add the permission set to the Tableau Next Admin user. 1. From Setup, in the Quick Find box, type and select Users. 2. Select a user and click Permission Set Assignments. 3. Click Edit Assignments. 4. Select a Tableau Next permission set for that user. For information about Tableau Next permissions sets, see [Assign Data 360 and Tableau Next permission sets to users](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_setup_guide_configure_data_cloud.htm#Assign). 5. Select the Data Cloud Architect permission set and click Add. 6. Select the Tableau Next Admin permission set and click Add. 7. Save your work. 2. Create an Analytics and Visualisation Agent and add Data Analysis and Semantic Model Curation subagents. 1. From Setup, in the Quick Find box, type Agent and select Agentforce Agents. 2. Click New Agent. 3. Select Create from a Template, select the Analytics and Visualisation template and then click Next. 4. Review the agent’s subagents and actions that come with your template. 5. Add subagents: 1. Data Analysis: Includes the Analyse Data action 2. Data Pro – Preparation and Modelling: Includes the Create Calculated Field and Create Semantic Data Model actions 3. Data Alert Management: Includes the Create Data Alert action The subagents you’ve added are assigned to your agent and visible on the Subagents panel in Agentforce Builder. 6. Click Next. 7. Define your agent’s settings, such as [system messages](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_system_messages.htm) and [language settings](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_tone.htm). These settings determine how agents behave and present themselves in conversations. 8. Select a data source to ground your agent’s responses with the Answer Questions with Knowledge action, and then click Create. See [Assign a Data Library to Your Agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_data_sources.htm) for more information. 9. Test your agent in Agentforce Builder to confirm that your agent performs as expected and [meets your security standards](https://help.salesforce.com/s/articleView?id=ai.service_agent_secure_actions.htm). 10. When you’re ready, [activate your agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm). 3. Create a new permission set or profile for Agent access. You can create permission sets or profiles to control which users can access your new Analytics and Visualisation agent. If you already have a permission set that will work for the Analytics and Visualisation Agent, you don’t need to create a new one. To create a new permission set: 1. From Setup, in the Quick Find box, type and then select Permission Sets. 2. Click New. 3. Enter your permission set information. 4. Add the required permissions and settings to the permission set. For more information, see [Create Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_create.htm) and [Configure Permissions and Access in Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_permissions_access.htm) in Salesforce Help. 4. Give access to the agent. 1. From Setup, in the Quick Find box, type `Agents` and then select Agentforce Agents. 2. On the Agentforce Agents Setup page, click the name of your agent to open its Details page. 3. From the Agent Details page, select the Agent Access tab. 4. The Agent Access tab appears only for Agentforce Employee agents. 5. In Permission Sets with Agent Access, click Add. 6. Search for the permission set you created in the previous step. 7. Click Add. The agent is assigned to the selected permission sets. You can now view the updated access in the Agent Access tab. For more information, see [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm). For the full list of agentic capabilities, including optional semantic layer features, see the Activate Agentforce for Analytics section in [Set Up Agentforce for Analytics](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm). With those steps complete, users can Select Agent and choose the new agent from Agentforce in Tableau Next. ![The Einstein Copilot dropdown is open, and the Select Agent menu has Analytics and Visualisation highlighted.](/tableau/next/en-gb/tableau-next/en-gb/Img/tabnext_select_agent.png) Learn more: [Set up Agentforce for Analytics](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm) ## Enable Semantics AI Why: Required for AI-assisted modelling in Tableau Semantics, which includes Create a Calculated Field Action with Agentforce. How to do it 1. In Tableau Next, click Administration, and then click Settings. 2. On the General page, enable one or more of the following: - Semantic Built-In AI: This accelerates and streamlines semantic model creation and maintenance. - Semantic Model AI Optimisation (Beta): This enables automated checks on semantic data models to detect optimisation opportunities. This tool surfaces issues with guided resolutions to improve model quality and reliability for AI-powered agents and analytics. - Semantic Description Generator (Beta): This drafts descriptions for your semantic model entities with AI. Accurate descriptions boost agent response accuracy. Be sure to review and edit suggestions before saving. - Q&A Calibration (Beta): You can access this tool in the Tableau Next menu to test questions in Concierge, and then verify and calibrate results. ## You’re done! Congratulations! You’ve configured Tableau Next with powerful Agentic features for analysis in the flow of your work. _Continue to_ [Step 5: Set Up and Manage Slack and Metric Insight Summaries](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_setup_guide_slack_insights.htm) ## Resources - [Set Up Agentforce for Analytics](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm) - [Create an Agent from an Agentforce Employee Agent Template](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm) - [Create a calculated field with Einstein](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_calc_fields_create_ai.htm) - [Relationship Suggestions](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_suggest_rel.htm) - Concierge: Analytics Q&A in Tableau Next [Limitations](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_analytics_qa_limitations.htm) and [Best Practices](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_analytics_qa_bp.htm) - [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm) [Skip to main content](#main-content) # Step 5: Set Up and Manage Slack and Metric Insight Summaries > [!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?** Tableau Next Admin, Salesforce Admin, Slack Admin or Slack Org Owner **About this step:** While optional, connecting Slack and metric insight summaries lets users share links with previews of Tableau Next metrics in Slack. ## Enable Slack Integration for Tableau Next **Why:** For sharing dashboards and metrics via Slack. **Note:** Connecting Slack to Salesforce requires the Slack Org Owner or Admin to coordinate with the Salesforce Admin. How to do it 1. [Connect Slack to Salesforce](https://slack.com/help/articles/30754346665747-Connect-Salesforce-and-Slack#connect-slack-to-salesforce). 1. In Slack: Request a Salesforce connection in Slack 2. In Salesforce: Approve the request in Salesforce 3. In Slack: Activate the connection in Slack 2. In Tableau Next, click Administration, and then click Settings. 3. On the General page, confirm that Collaborate with Slack and Tableau Next is enabled. Learn more: [Enable Slack Integration for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_slack_collab.htm) ## Enable Metric Insight Summaries **Why:** Metric Insight Summaries give users insights about Tableau Next metrics that they follow. How to do it 1. Enable Metric Insight Summaries 1. In Tableau Next, click Administration, and then click Settings. 2. On the General page, enable Metric Insight Summaries. 2. Assign the Follow Tableau Next Metrics user permission. 1. From Setup, in the Quick Find box, enter Users, and then select Users. 2. Select a user. 3. Click Edit. 4. Enable the Follow Tableau Next Metrics user permission. 5. Click Save. Learn more: [Enable Metric Insight Summaries](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_metric_insight.htm) ## You’re done! Congratulations! You’ve connected Tableau Next and Slack to let users see and share metrics and metric summaries in the flow of work. _Continue to_ [Step 6: Connect, Transform and Harmonise Data in Data Cloud](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_setup_guide_data_cloud.htm) ## Resources - [Enable Metric Insight Summaries](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_metric_insight.htm) - [Enable Slack Integration for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_slack_collab.htm) - [Connect Slack to Salesforce](https://slack.com/help/articles/30754346665747-Connect-Salesforce-and-Slack#connect-slack-to-salesforce) [Skip to main content](#main-content) # Step 6: Connect, Transform and Harmonise Data in Data Cloud > [!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?** Any user with a Data Cloud Architect permission set. **About this step:** Tableau Next relies on data in Data Cloud. Before you can use all the functionality in Tableau Next, you need data to work with. However, these steps don’t need to be taken as part of setup. **Note:** Data Cloud is a complex, powerful product in its own right. Because Data Cloud and Tableau Next can’t function without data in Data Cloud, the general steps for adding data to Data Cloud are listed. The information on this page is provided at a high level and isn’t intended to be sufficient for implementation. Refer to the more detailed documentation for complete details and steps. ### Bring in data to Data Cloud **Why:** To get started with Data Cloud, you connect a data source. During data ingestion, data is brought into Data Cloud in its original form and stored in a data lake object (DLO). How to do it 1. [Plan your Data Cloud Strategy](https://help.salesforce.com/s/articleView?id=data.c360_a_plan_data_strategy.htm). 2. [Connect Data](https://help.salesforce.com/s/articleView?id=data.c360_a_data_ingestion.htm). Learn more: [Understanding Salesforce Data Terms](https://help.tableau.com/current/online/en-gb/tableau_next_sf_datacloud_terms.htm) ### Set up Data Model Objects (DMOs) **Why:** Create, view and manage data model objects (DMOs). DMOs are fundamental to Data Cloud. Familiarise yourself with the definitions, concepts and resources related to DMOs before creating or working with them. How to do it 1. [Prepare and Model Data](https://help.salesforce.com/s/articleView?id=data.c360_a_prepare_and_model_data.htm). 2. [Create, view and manage DMOs](https://help.salesforce.com/s/articleView?id=data.c360_a_data_model_objects.htm). ## Create a semantic model **Why:** Tableau Semantics is a new Data Cloud layer, where you define, govern and query all your business metrics. Tableau Semantics operates on top of Data Cloud’s data sources and powers all consumption experiences that source data from Data Cloud. It’s applied on top of all the data sources you connect or ingest into Data Cloud and serves as a single source of truth for all your consumption layers. How to do it 1. In Data Cloud, on the Semantic Layer tab, click **New Model**. 2. Select **Start with a New Model** and then click **Next**. 3. Select the data objects for your semantic model. 4. Deselect any fields you don’t want to include in the semantic model. 5. Click **Next** and then enter the model information. 6. Give the model a descriptive name and an API name, and enter an optional description. You can’t change the API name after the model has been created. 7. Click **Create**. 8. After your model has been created, you can add data objects and change the definitions. Learn more: [Create a Semantic Model in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_create.htm&type=5) ## Enable Analytics Agent Readiness **Why:** Optional, but required for Concierge. Perform this task to verify your model’s readiness and mark it as mature and ready for use by the Analytics Agent. How to do it 1. In Data Cloud, on the Semantic Layer tab, select the relevant semantic model by clicking its name. 2. In the Semantic Model Builder, click the clipboard icon ![A clipboard icon.](/tableau/next/en-gb/tableau-next/en-gb/Img/TabNext_Analytics_Agent_Readiness.png). The Analytics Agent Readiness screen opens. 3. Read each item on the checklist. Based on your own judgement, tick the box for each item to confirm that the semantic model meets the recommended criteria. 4. Only after all boxes have been ticked will the Enable button be activated. 5. The Semantic Model Builder displays a tool tip indicating that an Analytics Agent is allowed to answer questions based on this semantic model. Learn more: [Enable Analytics Agent Readiness](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_agent_readiness_enable.htm) ## You’re done! Congratulations! You’ve brought data into Data Cloud, set up a Data Model Object, and created a semantic model to add business context to your data. _Continue to_ [Step 7: Build Out Tableau Next](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_setup_guide_build.htm) ## Resources - [Connect Data](https://help.salesforce.com/s/articleView?id=data.c360_a_data_ingestion.htm) in Data Cloud - Video: [Data Cloud Quick Start Guide](https://salesforce.vidyard.com/watch/FgGjA1fmzSzQR2o1u1UTmA?_gl=1*1mvf48h*_gcl_aw*R0NMLjE3NTc1NDMwMzUuQ2owS0NRand3NFRHQmhDS0FSSXNBRkxYbmRURDRDMi1kTE1RNFNPVW1GcW1YWTRDTU8wckxZTmh1U2VzUmRGdGZOX1lsb25rSUZVUFI5WWFBanZrRUFMd193Y0I.*_gcl_au*MjAwMzA0MzIxMC4xNzU2OTQxMDY1*_ga*OTM4NzQ1ODI0LjE3NTY5NDEwNjQ.*_ga_H6M98GGB18*czE3NTc1NTMzOTAkbzEzJGcxJHQxNzU3NTUzMzkxJGo1OSRsMCRoMA..) - Trailhead: [Data Cloud Setup for System Admins](https://trailhead.salesforce.com/content/learn/modules/customer-360-audiences-for-admins) - [Get Started Using Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_product_considerations.htm) - [Data Cloud Limits and Guidelines](https://help.salesforce.com/s/articleView?id=data.c360_a_limits_and_guidelines.htm) - Trailhead: [Navigate Setup](https://trailhead.salesforce.com/content/learn/modules/starting_force_com/starting_tour) - Worksheet: [Data Cloud Checklist and Considerations](https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/Data_Cloud_Checklist.pdf) (PDF) - [Data Cloud: Connectors and Integrations](https://help.salesforce.com/s/articleView?id=data.c360_a_sources_targets.htm) (full list of natively available connectors, connector services, integrations and enterprise data) - [Set Up and Maintain Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up.htm) [Skip to main content](#main-content) # Step 7: Build Out Tableau Next > [!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?** Any user with Tableau Next Admin, Tableau Next Platform Analyst or Tableau Next Self-Service Analyst permission set. **About this step:** With setup complete and features enabled, you and your team are ready to analyse and take action on your data in Tableau Next. ## Create Workspaces **Why:** Everything in Tableau Next is created inside a workspace. A workspace is a flexible place for analysts to create and reuse analytic assets to answer questions about their data. How to do it 1. On the Tableau Next home page, click New Workspace. 2. Name the workspace. 3. Add a description for the workspace. Learn more: [Analyse Data in Tableau Next Workspaces](https://help.salesforce.com/s/articleView?id=analytics.tua_workspace_about.htm) ## Connect Data to Workspaces **Why:** Tableau Next relies on data from Data Cloud. This can either be accessing existing assets in Data Cloud, or uploading data (such as a CSV or Excel file) from Tableau Next into Data Cloud. How to do it 1. Add an existing data asset. 1. On the workspace tab, click Add and then select Existing Asset. 2. In the Select an Object to Add window, select the assets to upload. 3. To narrow your search, filter the assets by type or enter a name in the Search box. 4. Click Select. 2. Upload a file. 1. From a new workspace: click Connect to New Data, and then click Upload Files. 2. From an existing workspace: click Add, select New Data and then click Upload Files. Learn more: [Adding Data to a Tableau Next Workspace](https://help.salesforce.com/s/articleView?id=analytics.tua_data_add.htm) ## Create Semantic Models **Why:** With semantic models, your data becomes unified into a single source of truth, accessible throughout Salesforce. Semantic models provide a way for your data to be interpreted consistently across Salesforce by mapping it to standardised business terms and logic. How to do it 1. From your workspace, click Add and select New Semantic Model. 2. Select the data model object that you want to build relationships on, and click Select. 3. To add another data object, under Data Objects, click the plus icon. 4. If you want to connect the data objects based on a common field, you can create a relationship. You can either do this manually, or you can let Einstein [suggest relationships](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_suggest_rel.htm) for you. 5. Click Show Suggestions and then review the suggestions and apply if needed. You can always turn suggestions on or off using the Suggested Relationships toggle. 6. Continue building your model by adding more data objects, calculated fields, parameters and logical views. For more information, see [Structure Data within a Semantic Model](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_data_model_builder.htm). **Note:** If you want to use Concierge to explore metric details and dashboards with natural language, you need to Enable Analytics Agent Readiness on the semantic model that metric or dashboard is built from. Learn more: [About Semantic Models](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_about_models.htm) ## Define and Add Metrics **Why:** A metric is a business KPI that you can track over time and use to assess performance or business processes. A metric is derived from one or more measures. You can apply a sentiment to a metric (for example, up is good or bad), aggregation (for example, sum, non-cumulative, average, minimum, maximum) and other business contexts. How to do it 1. From your workspace, open the model that you want to use for defining a metric. 2. To create a new metric, from the New dropdown, select Metrics. 3. Define the metric. For more information, see [Create a Metric for a Semantic Model in Data 360](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_metrics_create.htm). Learn more: [About Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_about_metrics.htm&type=5) ## Build Visualisations and Dashboards **Why:** Tableau Next is a platform for visual analytics. Visualisations and dashboards are essential for analysing data in Tableau Next. How to do it Creating visualisations and dashboards is too complex for a single step-by-step section in this guide. Read through these help documents to understand how to build out feature-rich visualisations and dashboards in Tableau Next. - [Build Insightful Visualisations in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_create_viz.htm) Visualisations are visual representations of your data as a chart or graph. A visualisation is a powerful way to explore and analyse data. In Tableau Next, you can build visualisations with rich features, filters, calculations and actions. - [Create Effective Dashboards With Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard.htm) The Tableau Einstein dashboard is designed to streamline your workflow by providing a clear, intuitive overview of all the critical information you need. Whether you’re tracking performance metrics, managing tasks or monitoring key data, dashboards bring everything together in one place. ## Share and Embed Assets **Why:** Share your workspaces and assets with other users. Embed Tableau Next metrics and dashboards into Lightning pages. How to do it 1. Share a Tableau Next asset with a user 1. On a workspace, dashboard, visualisation or semantic model, click Share. 2. On the Manage Access tab, enter the name of the user you want to share with, then select the user. 3. For workspaces, select the Viewer or Editor role for the user. Only the Viewer role is available for other asset types. 4. Click Add. 5. Click Done to close the share options. 2. Add a Tableau Next Dashboard to a Lightning Page 1. On the Lightning page you want to embed a dashboard in, click the Setup icon and select Edit Page. 2. From the Lightning App Builder component palette, select Tableau Next Dashboard and drag the component onto the page. 3. In the component properties panel, use the dashboard dropdown list to select the dashboard to embed and configure the rest of the properties. 4. After you have embedded your component, save and activate your Lightning page. 3. Add a Tableau Next Dashboard to a Lightning Page 1. On the Lightning page you want to embed a metric in, click the Setup icon and select Edit Page. 2. From the Lightning App Builder component palette, select Tableau Next Metric and drag the component onto the page. 3. In the component properties panel, configure the properties. 4. After you have embedded your component, save and activate your Lightning page. Learn more: [Share and Embed](https://help.salesforce.com/s/articleView?id=analytics.tua_deploy_share.htm&type=5) ## You’re done! Congratulations! You’ve created analytical content in Tableau Next. ## Resources - [Analyse Data in Tableau Next Workspaces](https://help.salesforce.com/s/articleView?id=analytics.tua_workspace_about.htm&type=5) - [Adding Data to a Tableau Next Workspace](https://help.salesforce.com/s/articleView?id=analytics.tua_data_add.htm&type=5) - [Create a Relationship with Suggested Relationships](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_suggest_rel.htm) - [Enable Analytics Agent Readiness](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_agent_readiness_enable.htm) - [Structure Data within a Semantic Model](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_data_model_builder.htm) - [About Semantic Models](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_about_models.htm) - [Create a Metric for a Semantic Model in Data 360](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_metrics_create.htm) - [About Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_about_metrics.htm&type=5) - [Build Insightful Visualisations in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_create_viz.htm) - [Create Effective Dashboards With Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard.htm) - [Share and Embed](https://help.salesforce.com/s/articleView?id=analytics.tua_deploy_share.htm&type=5) [Skip to main content](#main-content) # Tableau Next ## Get Started ![](/tableau/next/en-gb/tableau-next/en-gb/Img/Help_Spot_GetStarted_big.png) - [Tableau Next Overview](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_overview.htm) - [Understanding Salesforce and Data Cloud Terms](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_sf_datacloud_terms.htm) - [About Tableau+](https://help.tableau.com/current/online/en-gb/to_tab_plus_features.htm) - [Trailhead: Tableau NextQuick Look](https://trailhead.salesforce.com/content/learn/modules/tableau-next-quick-look) - [more](https://help.salesforce.com/s/articleView?id=analytics.tua.htm&type=5) ## Admins and Analysts Set It Up ![](/tableau/next/en-gb/tableau-next/en-gb/Img/Help_Spot_ManageData_big.png) - [Admin: Set up Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin.htm&type=5) - [Connect and Prepare Data in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_data.htm&type=5) - [Add Metrics to Semantic Models](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_about_metrics.htm&type=5) - [Create Visualisations and Dashboards in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_create.htm&type=5) - [more](https://help.salesforce.com/s/articleView?id=analytics.tua.htm&type=5) ## Business Users Get Insights ![](/tableau/next/en-gb/tableau-next/en-gb/Img/Help_Spot_UseOnWeb_big.png) - [Bring Insights into the Flow of Work](https://help.salesforce.com/s/articleView?id=analytics.tua_embed.htm&type=5) - [Explore Metrics and Insights](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_explore_insights.htm&type=5) - [Create Goals with Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_goals_about.htm&type=5) - [Get Data Alerts for Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_about.htm&type=5) - [more](https://help.salesforce.com/s/articleView?id=analytics.tua.htm&type=5) ## Other articles in this section [Skip to main content](#main-content) # Tableau Next Overview > [!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. Tableau Next is a flexible, API-first analytics platform built with a unified data layer and trusted semantics, and it integrates Salesforce with Agentforce. Curious about how Tableau Next fits with Tableau? See [Tableau's Products and Features](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_tableau_product_overview.htm). **Tip:** For details about Tableau Next, check out [Tableau Next documentation](https://help.salesforce.com/s/articleView?id=analytics.tua.htm&type=5) in the Salesforce Help Centre. Tableau Next is structured around the concept of [workspaces](https://help.salesforce.com/s/articleView?id=analytics.tua_workspace.htm&type=5) as organisational units for [assets](https://help.salesforce.com/s/articleView?id=analytics.tua_workspace_asset.htm&type=5). Assets are the ‘pieces’ used in analytics, starting with data, which is enriched with semantics, then analysed with vizzes and metrics and finally presented in dashboards. Types of assets and where they're created and located: - **[Data](https://help.salesforce.com/s/articleView?id=analytics.tua_data_add.htm&type=5)** is always a Data 360 object: a DMO, DLO, CIO or CSV stored as a DLO. For more information, see [Essential data terms and concepts](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_sf_datacloud_terms.htm#data-terms-essentials). - **[Semantic models](https://help.salesforce.com/s/articleView?id=analytics.semantics.htm&type=5)** can be created in Data 360 or Tableau Next. They are created with the Semantic Model Builder. - **[Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_about_metrics.htm&type=5)** are created from a semantic model, either in Data 360 or Tableau Next. - **[Vizzes](https://help.salesforce.com/s/articleView?id=analytics.tua_create_viz.htm&type=5)** are created in Tableau Next. Vizzes are created with the Visualisation Builder. - **[Dashboards](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard.htm&type=5)** are created in Tableau Next. Dashboards are created with the Dashboard Builder. ![](/tableau/next/en-gb/tableau-next/en-gb/Img/tab_next_data.png) Analysis isn't useful until it's seen and acted on. [Sharing and embedding](https://help.salesforce.com/s/articleView?id=analytics.tua_embed.htm&type=5) Tableau Next assets happens in the flow of work, including in [Slack](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_share.htm). And with [Agentforce](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_questions.htm&type=5) baked in, an agent helping you create or consume analysis is at your fingertips. ## Workspaces to organise, build and share your analytic assets Workspaces can contain these assets directly or contain references to an asset. Assets can be located in the workspace itself, in another workspace, or in Data 360. A reference to an asset is a link to an asset that is located outside the workspace. The list of assets in a workspace is a list of possible pieces that can be used together for an analysis. ![a workspace showing the various asset types](/tableau/next/en-gb/tableau-next/en-gb/Img/tableau_next_workspace.png) As a general rule, create a new workspace whenever you're working on a discrete project that needs its own collection of assets. If the same assets are needed for related analysis, the same workspace can be used. When the analysis question is different – even if some of the same assets might be relevant – it can be useful to make a different workspace. Assets must live in a single workspace. They can be used across multiple workspaces by adding a reference to an existing asset. The asset isn't copied into the other workspace when it's added as a reference; it's simply bookmarked there for easy access. ## Types of assets in workspaces **Data** can be in Data 360 or may be external and referenced by a Data 360 object. A Tableau Next workspace simply holds the connection information to the data. - Tableau Next can connect to DMOs (data model objects), DLOs (data lake objects) and CIOs (calculated insight objects) from Data 360. - A CSV file can be connected to a Tableau Next workspace and the data uploaded and stored in Data 360 as a DLO. For a deeper dive into data in the context of Tableau and Tableau Next, see [Essential data terms and concepts](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_sf_datacloud_terms.htm#data-terms-essentials). **Semantic models** form the semantic layer and consist of a data model (which DMOs to use and how they relate to each other) and business definitions on the data (field names, aggregations, calculations and so on). At the core, semantics add meaning by providing context to the raw data. Semantic models are built using the Semantic Model Builder, which is found in Tableau Next and Data 360. The technology that powers the semantic models is Tableau Semantics, which also controls the queries necessary for analytics. For a close look into semantic models in the context of Tableau and Tableau Next, see [Essentials of data semantics](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_sf_datacloud_terms.htm#semantics-essentials). **Metrics** are built on semantic models in Tableau Next or [Data 360](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_metrics_create.htm&type=5) and are a streamlined way to track changes to a measure over time. Metrics can be grouped and filtered by different dimensions. Unlike vizzes, metrics have a consistent format to provide at-a-glance insights into key data trends. **Vizzes** are the units of analysis. A viz is a single chart or graph, built with a drag and drop Visualisation Builder. For example, these can be bar charts, line graphs or scatter plots. **Dashboards** can contain metrics from Tableau Next or Data 360, vizzes from Tableau Next and dashboard-specific widgets such as text, filters and buttons. Dashboards can also pull in actions that are driven by Salesforce Flows. Because you can format a dashboard and add more context than you can with a viz, most analytics consumed by business users should be dashboards rather than vizzes. ## Work with Tableau Next ### Your data and semantics where you are As [Tableau Next and Tableau](https://help.tableau.com/current/online/en-gb/tableau_next_tableau_product_overview.htm) continue to build stronger integrations, we’re adding the ability to do analysis where you want regardless of where your data lives. Why would you have data in one place and want to do analysis in another? You might want to do analysis in an environment that is distinct from where your data is for any number of reasons: - You want to work in a more familiar environment. - You need to use functionality only available in a specific platform. - You want to do the analysis where your consumers are. ### Interoperability Tableau Cloud, Tableau Server and Tableau Desktop have a [Tableau Semantics connector](https://help.tableau.com/current/pro/desktop/en-gb/examples_tableau_semantics.htm) for accessing and using semantic models from Tableau Semantics. Tableau Next has the ability to create a [semantic model from a published data source (PDS)](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_data_models_create_from_pds.htm&type=5) in a Tableau Cloud site. - **Note**: To create a semantic model from a published data source, there needs to be a link between the Salesforce user and a Tableau Cloud user. See [Set Up Trust Between Salesforce and Tableau](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_data_models_pds_trust.htm&type=5) in the Salesforce Help for more information. ### Agentforce for Analytics Agentforce is an integral part of Tableau Next. With [Agentforce Tableau](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_analytics_qa.htm&type=5), you can turn data into insights faster with Data Pro, Concierge and Inspector. ### Tableau Next setup for the site admin Tableau Next is deeply integrated with Data 360. Getting analysts and analytics consumers into Tableau Next involves several steps: 1. Set up Data 360 for Tableau Next 2. Set up Tableau Semantics 3. Create the Tableau Next admin 4. Enable Tableau Next 5. Assign a user the Tableau Next permission set For more information, see [Admin: Set Up Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin.htm&type=5) in the Tableau Next Help or the [Tableau Next Setup Guide](https://help.tableau.com/v0.0/tableau-next/en-gb/tableau_next_setup_guide.htm) in the Tableau Help. [Skip to main content](#main-content) # Tableau Next Setup Guide > [!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. This is a quickstart guide to Tableau Next setup for someone with no Salesforce experience or who hasn’t created a Salesforce org. Tableau Next is a flexible, agentic analytics platform built in Salesforce and integrated with a unified data layer, trusted semantics and Salesforce with Agentforce. Because Tableau Next uses the power of Data Cloud and AI for analysis, you need to set them up inside a Salesforce org before you and others on your team can use Tableau Next. **Who this guide is for:** This guide assumes one person will walk through all the setup steps, acting as a Salesforce Admin, Data Cloud Architect and Tableau Next Admin. But you can choose to assign these roles to different people, too. **What this guide is for**: The goal of this guide is to walk a designated person through the **minimum** required setup steps for Tableau Next. If a step doesn’t work or you need more information, you can find more in-depth task and conceptual information in the help links for each step. **What this guide is not:** This guide does not go into all of the planning and setup steps possible when implementing a Salesforce org, Data Cloud, Tableau Semantics or AI in Salesforce. Your [Salesforce rollout strategy](https://help.salesforce.com/s/articleView?id=xcloud.setup_overview.htm&type=5) and [Data Cloud strategy](https://help.salesforce.com/s/articleView?id=data.c360_a_plan_data_strategy.htm&type=5) require planning to get the most out of them. After you go through these steps to start working in Tableau Next, you can take further CRM implementation steps that work best for your business. ## What’s next? An overview of the entire process: 1. **Activate your Salesforce Org** 1. Activate your Salesforce Org 2. Add users 3. Verify Data Cloud and Tableau Semantics are provisioned 4. Create a Data Cloud Architect 5. Create a Tableau Next Admin 2. **Configure Data Cloud and Enable Tableau Next** 1. Add Data Cloud permissions for users 2. Enable data connectors in Data Cloud 3. Add Tableau Next permissions for users 4. Enable Tableau Next 3. Enable GenAI (recommended) 1. Set up Einstein Generative AI 2. Set up Einstein Trust Layer 3. Turn on Einstein Generative AI data collection and storage 4. Enable Agentforce 4. Configure Tableau Next (recommended) 1. Set up Agentforce for Analytics 2. Enable Semantics AI 6. Tableau Next in Slack 1. Enable Slack Integrations 2. Enable Metric Insight Summaries 7. Add data to Data Cloud (bonus) 8. Add assets to Tableau Next (bonus) Ready? Let’s get started. ## Other articles in this section [Skip to main content](#main-content) # Tableau's Products and Features Tableau as a term is now used in the Salesforce ecosystem to refer to analytics. The products historically known as _Tableau_ are referred to in this topic as _Tableau by Tableau_. This distinguishes those products and features from _Tableau Next_, the Salesforce analytics platform integrated with Data Cloud, and _Tableau Semantics_, the semantic layer of Data 360 and Tableau Next. ## Tableau on the Salesforce platform There are analytics products developed inside Salesforce that use Tableau branding. These products are built on a Salesforce code base and are native to the Salesforce CRM ecosystem. - [Tableau Semantics](https://help.salesforce.com/s/articleView?id=analytics.semantics.htm&type=5) – a semantic layer integrated into Data 360 and Tableau Next. - [Tableau Next](https://www.salesforce.com/analytics/tableau-next/) – an agentic analytics platform built in Salesforce to combine the best of [CRM Analytics](https://www.salesforce.com/analytics/crm/), Tableau by Tableau and AI, leveraging the power of [Data 360](https://www.salesforce.com/data/ "information about Data Cloud"). - Licensed as Tableau Next Creator and Tableau Next Consumer. - [Agentforce Tableau](https://help.salesforce.com/s/articleView?id=analytics.tua_ai.htm&type=5) – the Agentforce presence in Tableau Next, Agentforce Tableau is the AI-powered analysis skills in Tableau Next, including Concierge: Analytics Q&A, Data Pro and Inspector. There are also integrations of Tableau by Tableau functionality available in Salesforce CRM. - [Tableau Pulse](https://www.salesforce.com/analytics/tableau/pulse/) – a purpose-built edition of Tableau Pulse that brings out-of-the-box metrics and AI-powered insights directly into the flow of work in Salesforce. ## Tableau by Tableau _Tableau by Tableau_ is a term we're using to describe the portfolio developed within the [Tableau](https://www.tableau.com/en-gb/products/tableau#product-portfolio) ecosystem. - [Tableau Desktop](https://www.tableau.com/en-gb/products/desktop) – the authoring tool. The original Tableau product, and the core of what Tableau is (as Desktop or web authoring), providing the ability to see and understand your data. - Can be used on its own to create vizzes and dashboards, or to publish analytics assets and curated data sources to Tableau Cloud or Tableau Server. - [Tableau Cloud](https://www.tableau.com/en-gb/products/cloud-bi) Or [Tableau Server](https://www.tableau.com/en-gb/products/server) – the analytics platform. Tableau Cloud is fully hosted and Tableau Server is on-premises. - Contains both web authoring functionality that acts as a browser-based Tableau Desktop and a sharing and consumption platform for analytics assets. - [Tableau Prep](https://www.tableau.com/en-gb/products/prep) – the data cleaning tool, used to create data outputs used by Tableau Desktop, Tableau Cloud or Tableau Server. - [Tableau Prep Builder](https://help.tableau.com/current/prep/en-gb/prep_about.htm "about Prep Builder") – the data cleaning tool itself, where flows are built to combine, clean and shape data. - [Tableau Prep Conductor](https://help.tableau.com/current/online/en-gb/prep_conductor_online_intro.htm "Tableau Help on Prep Conductor") – the scheduling portion of the Tableau Prep products, Tableau Prep Conductor is available in Tableau Cloud or Tableau Server to schedule and automate running published Prep flows. Available as part of the Data Management tier in the Enterprise and Tableau+ licence bundles. - [Tableau Public](https://public.tableau.com/app/discover) – the free platform to create and share data vizzes in the cloud (used in place of Tableau Desktop and either Tableau Cloud or Tableau Server). Tableau Public is opened and ungoverned. It is not secure and is for content that is intended to be publicly available (data journalism, just for fun, personal portfolios, etc.). - [Tableau Mobile](https://www.tableau.com/en-gb/products/mobile) – a free app in the App Store and Google Play for consuming content published on Tableau Cloud or Tableau Server. - [Tableau Reader](https://www.tableau.com/en-gb/products/reader) – a product that is used to consume Tableau Desktop workbooks. Reader is a free tool with no security or governance features. There are also features and tools within Tableau products. - [Tableau Pulse](https://www.tableau.com/en-gb/products/tableau-pulse) – scoped metrics accessible where you work, available as part of Tableau Cloud (was originally a stand-alone product, now bundled with Tableau Cloud) and accessible in tools you already work in, such as Slack and email. - [Tableau Agent](https://www.tableau.com/en-gb/products/tableau-agent) – the AI assistant to help you create visualisations or understand dashboards. - [AI in Tableau](https://www.tableau.com/en-gb/blog/what-is-tableau-ai) is the portfolio of all generative AI (GAI) functionality across the product, including Tableau Pulse insights and Tableau Agent. - [Tableau Catalog](https://www.tableau.com/en-gb/products/add-ons/catalog) – A data management tool for lineage, impact analysis, data quality warnings, etc. Available as part of the Data Management tier in the Enterprise and Tableau+ licence bundles - [Tableau Cloud Manager](https://help.tableau.com/current/online/en-gb/cloud_manager_intro.htm) (TCM) – a free administrative tool for managing multiple Tableau Cloud sites - [Tableau Bridge](https://help.tableau.com/current/online/en-gb/to_bridge_faq.htm) – a free tool for bringing data from non-cloud data sources into Tableau Cloud. - [Tableau Exchange](https://www.tableau.com/en-gb/solutions/exchange) – a platform for Tableau-built and third-party extensions, including accelerators, viz extensions, dashboard extensions and data connectors. (The Salesforce version is Marketplace.) Tableau by Tableau is sold as [licences](https://www.tableau.com/en-gb/pricing/tableau-license-types). - User licences are tiered: - Tableau Viewer – a consumption seat on Tableau Server or Tableau Cloud. - Tableau Explorer – a consumption and data exploration seat on Tableau Server or Tableau Cloud. - Tableau Creator – an authoring seat on Tableau Server or Tableau Cloud, also giving access to Tableau Desktop and Tableau Prep. - Licences can be purchased as bundled editions (SKUs): - [Tableau+](https://www.tableau.com/en-gb/blog/what-is-tableau-plus) – a licence edition for Tableau Cloud that includes user licences for Viewers, Explorers and Creators, as well as usage access to Data 360 and Data 360 Credits, and some additional functionality for Tableau Pulse. Also included with Tableau+ is Tableau Next. - [Tableau Enterprise](https://www.tableau.com/en-gb/products/tableau#plans-pricing "link to info about Tableau Enterprise") – a licence edition for Tableau Cloud or Tableau Server that includes user licences and additional features. [Skip to main content](#main-content) # Understanding Salesforce and Data Cloud Terms > [!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. As [Tableau Next and Tableau](https://help.tableau.com/current/online/en-gb/tableau_next_tableau_product_overview.htm) continue to build stronger integrations, we’re adding the ability to do analysis where you want regardless of where your data lives. This means Tableau and Data 360 terminology and philosophies are beginning to touch more. Users who are familiar with one ecosystem may find the other ecosystem confusing or alien, but at the end of the day it's all data. This topic is intended to help orientate users regardless of which system they're used to or find themselves working in. ## Essential data terms and concepts There are plenty of words to describe data. In the most generic sense, a **data set** is the collection of data you're working with. - A **database** is the technology platform that actually holds the data, such as Amazon Redshift, Firebird, Google Sheets or Oracle. - Data is often stored as a **table** of data. In a database, there may be multiple tables or views. In Excel or Google Sheets, each sheet tab is a table. In a CSV file, the entire file is the table. - If the data you need is spread across multiple tables, they need to be connected in a **data model**. A data model is the abstract representation of how tables are connected to each other (the data objects and how they relate). ## Data in Salesforce In Data 360, data is broken down into different concepts.
Data TypeDescription
Data stream

The connection information, such as original source (S3, Amazon, Google BigQuery, etc.), as well as which fields are brought in, which field is the primary key, how often the data is refreshed, etc.

Data lake object (DLO)

Data ingested into Data 360 or referenced from an external system such as Snowflake gets stored in a DLO. The data stored in a DLO is cleansed, transformed and prepped for computation and analysis.

Each table of data is its own DLO.

Data model object (DMO)

A Data 360 object that describes the structure and schema of data stored in one or more data lake objects. A DMO is a table of data, but it might come from one or more DLOs. The DMO takes the DLO data and maps it into a reliable format. Identity resolution rulesets and other templatised formatting is applied in the DMO. There are standard and custom DMOs.

The data mapping from a DLO to a DMO and the templatised nature of most DMOs is the harmonisation power of Data 360.

Calculated insight object (CIO)A data model object created after a calculated insight is processed. Calculated insights help build cube-style metrics with measures and dimensions on Data 360 data. You can connect to an existing CIO in Data 360 and add it as a data asset in your workspace.
Comma-separated value (CSV)

A text file that stores data in a table-like format. CSV files are commonly used to move data between applications and programs.

For Tableau Next: A CSV file can be brought into a Tableau Next workspace and the data uploaded and stored in Data 360 as a DLO.

### An aside on Salesforce Data Objects for the Tableau audience The data stream is the connection information. The DLO is the raw dump of data from the data stream. Each DLO is a single table. A DMO has no direct analogue in Tableau. A DMO can be mapped from multiple DLOs (similar to a ‘view’ in a database) and each DMO is a single table. A CIO has no analogue in Tableau, where calculations are simply fields in the data source like any other. ## Data in Tableau A Tableau [Data Source](https://help.tableau.com/current/pro/desktop/en-gb/publish_datasources_about.htm) consists of database connection information, the data model, info about how to access the data (access credentials, etc.) or refresh it, semantic information and possibly even the data itself. The two main UI elements for creating and editing a data source are the data source tab and the Data pane. **Data source tab:** The data source tab is where the data connections are established to the underlying database or files and the data model is built by combining tables from one or more databases into a single data source using [relationships, joins and unions](https://help.tableau.com/current/pro/desktop/en-gb/datasource_plan.htm#methods-of-combining-data). If the data is left in its original database, it's a live connection. A copy of the data can also be brought into Tableau itself as an extract that can be refreshed if desired. **Data Pane:** The Data pane is where semantic information is captured, including field names, member aliases, hierarchies, groups, sets, calculations, default aggregations and colours, and field descriptions. **Data source:** Together, the modifications made in the data source tab and the data pane form the _data source_. A data source can be a published asset, a file or contained within the workbook it was created in. - A published data source (PDS) is a stand-alone asset on Tableau Cloud or Tableau Server. - Locally, you can also have file-based versions of a Tableau data source: - `.tds` is the file extension for a Tableau Data Source, which contains the non-data information (connection and semantics alone). - `.tdsx` is the file extension for a packaged Tableau Data Source, which contains the non-data information as well as the data itself. - `.hyper` is the file extension for an extract (previously `.tde`), which contains a copy of the data (the data itself). **Note**: A published data source is the closest equivalent Tableau has to a semantic layer or semantic model. ### An aside on Tableau data for the Salesforce audience Tableau works with data from a wide variety of databases and technologies, both local and cloud-based. Because data isn't coming from a Salesforce cloud with all the specific data objects that implies, there's a lot of flexibility in how to model and format data and no real concept of templatised data formats. Standardisation and semantic models are mostly captured with published data sources (PDS). ![](/tableau/next/en-gb/tableau-next/en-gb/Img/tab_next_data_flow_500x708.png) ## Essentials of data semantics - **Data** is the raw facts (numbers, observations and measurements). - **Information** is the interpretation of that data or the knowledge that comes from processing and understanding the data. - **Semantics** is the stepping stone between the underlying data and the information that comes out of it. The term comes from the linguistic concept of semantics vs syntax. Syntax is how you say something; semantics is what it means. That concept of _semantics is what it means_ carries through to semantics in the context of data. Semantics includes things like how tables are combined in the data model, information about the fields or columns of data and how they might interact with each other, additional information such as default aggregation and calculations performed on top of the raw data. A data set might have all the information you need, but [if you can't figure out how to get meaning out of it, it's useless](https://help.tableau.com/current/pro/desktop/en-gb/find_good_datasets.htm#4-a-good-data-set-has-metadata-or-a-data-dictionary). It needs semantics to be useful. The business use case can't be separated from the details of semantics. Semantics is the description of the data or its business context. Semantics can be broken down into categories such as data modelling; field metadata and descriptions; default aggregations; hierarchies, groups and sets; and calculations. Some examples: - **Data modelling** - How the tables of data could connect to each other. Should the four quarterly sales tables be unioned? Should the doctor table be directly related to the patients table, or should they both be related to the appointments table? - **Field metadata** (field name, data type, member aliases) - Is _Name_ the name of an account or a contact? - Is _Discount_ a boolean field for whether or not a discount is applied, a string field of the discount type or a discrete measurement of the discount amount? - **Field descriptions** - Such as a comment that _APR_ for this data set is Adjusted Pitching Runs, not Annual Percentage Return, and it's calculated as `APR = L * IP - R / pf(P)` where L: Average number of runs per inning pitched in the league, IP: Innings Pitched, R: Runs Allowed, pf(P): park factor for the player's home park P. - **Default aggregations** - Should Listings be aggregated as a COUNT (counting every instance) or COUNTD (counting only unique values)? - Should the default aggregation of a measure be SUM or AVG? - **Hierarchies, sets, groups** - In a collection of departments at a university, the engineering department may be its own college, where the departments of history, literature, philosophy and political science may all form the college of Liberal Arts. - **Calculations** - Fields that are derived from fields that exist natively in the data but need to be manipulated or combined, such as defining a stale support case as one that's been open for ten days for a standard account but only two days for a premium account. ## Semantics in Tableau and Tableau Semantics Without a reusable semantic layer, data models, semantic definitions and calculated fields may be made as one-offs over and over again, introducing inefficiencies and the potential for error or misalignment. ### Semantics in Tableau Semantics isn't anything new to the Tableau audience. It's just been part of the data source – especially a published data source (PDS). The published data source is where you control the semantic definitions of your data. Because of Tableau's philosophy of the [cycle of visual analytics](https://help.tableau.com/current/blueprint/en-gb/bp_cycle_of_visual_analysis.htm), semantics historically hasn't been abstracted out into a distinct layer. The authoring environment is the place where the data model (the data source tab) and semantics (the Data pane) are developed together. ### Tableau Semantics [Tableau Semantics](https://help.salesforce.com/s/articleView?id=analytics.semantics.htm&type=5) takes the approach of separating semantics into a distinct layer from analysis so that semantic models can be built once and used across a variety of analyses or even products. Tableau Semantics fits into the Data 360 and Tableau Next environments as the step between data and analysis. The unit of the semantic layer is a _semantic model_. The semantic model contains both the data model and semantic definitions for the data. In Tableau Semantics, the Semantic Model Builder is the UI for creating a semantic model. These semantic models can be built in Data 360 or Tableau Next. ## Interoperability With the [Tableau Semantics connector](https://help.tableau.com/current/pro/desktop/en-gb/examples_tableau_semantics.htm) for Tableau, you can do analysis in Tableau using a semantic model from Tableau Next. Or, by creating a [semantic model from a published data source (PDS)](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_data_models_create_from_pds.htm&type=5), you can do analysis in Tableau Next using a data source from Tableau.