Tableau Next Features Overview

If you're new to Tableau Next, this sections provides a brief overview of what you can do with Tableau Next. It also provides resources to learn more about Tableau Next.

As Salesforce’s end-to-end, agentic analytics experience, Tableau Next integrates the analytics platform with Agentforce’s context-aware AI and the Data 360 semantic layer that unifies business knowledge across your org. Designed to be composable and API-first, Tableau Next empowers you to create, share, and reuse analytics assets seamlessly. Build and deliver personalized, contextual, and actionable insights for every user, backed by Salesforce’s enterprise-grade performance, security, and scalability.

Tableau Next has a sophisticated multi-layered access control structure powered by flexible Salesforce permission sets, Data 360 governance policies, and sharing settings on each Tableau Next asset.

Salesforce Help: Data Governance and Sharing In Tableau Next

Transform your Tableau Next dashboards into standardized templates that can be listed on Marketplace, empowering collaboration, promoting standardization, and reducing duplicate efforts across teams. The Tableau Next Marketplace allows analysts to share, customize, and deploy dashboard templates across an org, with the aim of improving efficiency and standardization. For example, after you build a dashboard highlighting your sales pipeline data, templatize it to share with your team and other sales teams.

Salesforce Help: Build Templates for Your Tableau Next Marketplace

Developer Guide: App Template Framework

With semantic models, your data becomes unified into a single source of truth, accessible throughout Salesforce. Semantic models provide a way to interpret your data consistently across Salesforce by mapping it to standardized business terms and logic. Semantic models are first-class Salesforce metadata, so they’re available throughout Data 360 to power analytics and data-driven experiences.

Salesforce Help: About Semantic Models

Create remote connections to your external data sources.

Salesforce Help: Data Source Connectors

Everything in Tableau Next exists in a workspace. A workspace is a flexible place for analysts to create and reuse analytic assets to answer questions about their data. Each workspace contains the tools needed for data analysis, including data connections, a semantic model builder and metric creator, and visualization tools to share findings with others.

Salesforce Help: Tableau Next Workspaces

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.

Salesforce Help: About Metrics

Visualizations are visual representations of your data as a chart or graph. A visualization is a powerful way to explore and analyze data. In Tableau Next, you can build visualizations with rich features, filters, calculations, and actions.

Salesforce Help: Build Insightful Visualizations in Tableau Next

The Tableau Next 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.

Salesforce Help: Create Effective Dashboards With Tableau Next