# Metric alerts, data alerts and autonomous insights

*Tableau Next Consultant Study Guide · Agentic Experiences · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/tableau-next-consultant/agentic-experiences/metric-alerts-data-alerts-and-autonomous-insights*

How Tableau Next delivers proactive intelligence: the four scheduled metric alert types, custom data alerts created with Agentforce or Tableau Next MCP, managing and delivering alerts, the Data Alert Management subagent setup, and autonomous insights that an assigned agent sends without predefined conditions.

- Certification: Salesforce Tableau Next Consultant
- Exam section: Agentic Experiences
- Study guide: https://www.certifyforce.com/study-guide/tableau-next-consultant

**Official exam objective:**

> Understand how the Analytics Agent delivers proactive data alerts and notifications.

## What the exam expects

- Choose the metric alert type (Period-over-period change, Unusual change, Goal, Threshold) that fits a monitoring requirement.
- Create a custom data alert on semantic data model queries with Agentforce or Tableau Next MCP, and predict where its notifications go.
- Edit, run, debug and delete alerts with the control that matches the alert's origin.
- Configure the Data Analysis and Data Alert Management subagents, including the Create Data Alert input bindings.
- Set up autonomous insights: feature toggle, per-user agent assignment, skill permissions, user instructions and feedback.

Key terms:
- **Metric alert:** a scheduled or event alert created from a Tableau Next metric's Manage Alerts window.
- **Custom data alert:** an alert described in natural language to Agentforce or Tableau Next MCP, based on queries about metrics or a semantic data model (SDM).
- **Data Alert Management:** the subagent whose Create Data Alert action lets the agent create alerts.
- **Autonomous insights:** proactive reports from an assigned agent about noteworthy changes nobody configured in advance.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Goal or threshold created | Its alert is created automatically, sent during its period | [Email Data Alerts for Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_manual.htm&type=5&language=en_US) |
| On-pace goal alerts | Need forecasting pace to goal enabled | [Email Data Alerts for Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_manual.htm&type=5&language=en_US) |
| Metric alert delivery | Email plus the bell | [Email Data Alerts for Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_manual.htm&type=5&language=en_US) |
| MCP-created alert delivery | Slack plus the bell | [Custom Data Alerts](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts.htm&type=5&language=en_US) |
| Run Alert vs Debug | Checks conditions now vs shows configuration | [Manage Data Alerts](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_edit.htm&type=5&language=en_US) |
| Required subagents | Data Analysis and Data Alert Management with Create Data Alert | [Enable Data Analysis and Data Alert Management](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_enable.htm&type=5&language=en_US) |
| Data Alerting setting prerequisite | Conversational analytics (formerly Concierge: Analytics Q&A) enabled first | [Enable Data Analysis and Data Alert Management](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_enable.htm&type=5&language=en_US) |
| Autonomous insights default schedule | Weekly, 9:00 AM Pacific Time | [Turn On Autonomous Insights](https://help.salesforce.com/s/articleView?id=analytics.tua_data_insights_enable.htm&type=5&language=en_US) |
| Agent per user | None selected by default; no agent, no insights | [Turn On Autonomous Insights](https://help.salesforce.com/s/articleView?id=analytics.tua_data_insights_enable.htm&type=5&language=en_US) |
| Personalising insights | Additional Instructions in Automate Insights; Slackbot feedback | [Manage Autonomous Insights](https://help.salesforce.com/s/articleView?id=analytics.tua_data_insights_manage.htm&type=5&language=en_US) |

## Check yourself

- When do autonomous insights arrive if nobody changes the schedule?
- Why might an admin see no Tableau Agent: Data Alerting setting?
- Where does a user go to list the alerts they created through Agentforce?
- How can a user stop receiving one type of Agentforce-created alert without opening the alert list?

## Sources

- [Use Proactive Intelligence in Tableau Next to Monitor Data and Take Action](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_about.htm&type=5&language=en_US)
- [Get Email Data Alerts for Metrics in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_manual.htm&type=5&language=en_US)
- [Get Custom Data Alerts in Slack with Agentforce in Tableau Next or Tableau Next MCP](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts.htm&type=5&language=en_US)
- [Manage Data Alerts in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_edit.htm&type=5&language=en_US)
- [Enable the Data Analysis and Data Alert Management Topics for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_enable.htm&type=5&language=en_US)
- [Assign an Agent to Autonomously Monitor Your Data and Send Insights](https://help.salesforce.com/s/articleView?id=analytics.tua_data_insights.htm&type=5&language=en_US)
- [Turn On Autonomous Insights and Assign an Agent to Tableau Next Users](https://help.salesforce.com/s/articleView?id=analytics.tua_data_insights_enable.htm&type=5&language=en_US)
- [Manage Your Autonomous Insights in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_data_insights_manage.htm&type=5&language=en_US)
- [Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_ai.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 18 linked practice questions, and unlimited timed mock exams are included with the Tableau Next Consultant pack (USD $19): https://www.certifyforce.com/practice-exams