---
schema_version: "1"
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title: "Step 0: Pre-configuration Checklist"
collection: tableau
version: next
locale: en-us
portal_url: https://docs.salesforce.com/tableau/next/en-us/tableau-next/tableau_next_setup_guide_preconfiguration.md
canonical_url: https://help.tableau.com/v0.0/tableau-next/en-us/tableau_next_setup_guide_preconfiguration.htm
source_site: help.tableau.com
content_type: documentation
content_hash: cd9ea73707c52a463dcd37f05e4ac5a79a54f41eac8fd1baf7b26d75fe739ca4
description: "Step 0 of Tableau Next setup: complete the pre-configuration checklist."
---
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# Step 0: Pre-configuration Checklist

> [!WARNING]
> 
> As of October 14, 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 licenses for your Tableau Next users (Admins, Analysts, and Business Users).
    
    - [Learn more about Tableau Next Permission Sets and Licenses](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_permsets_licenses.htm&type=5)
    - Learn more about checking your [User Licenses](https://help.salesforce.com/s/articleView?id=platform.users_license_types_view.htm&type=5) and [View and Manage Your Permission Set Licenses](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_view.htm&type=5)
4. Familiarize 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-us/tableau_next_setup_guide_activate_salesforce.htm)