# Enabling Tableau Next, guided setup and feature settings

*Tableau Next Consultant Study Guide · Basic Setup & Admin · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/tableau-next-consultant/basic-setup-and-admin/enabling-tableau-next-guided-setup-and-feature-settings*

How Tableau Next is switched on: supported editions, Data 360 provisioning, the guided setup steps and what Connect Standard Objects builds, then the feature settings an admin manages afterwards (Metric Insight Summaries, Slack, Semantics AI and Auditing) and why the generative AI step can wait.

- Certification: Salesforce Tableau Next Consultant
- Exam section: Basic Setup & Admin
- Study guide: https://www.certifyforce.com/study-guide/tableau-next-consultant

**Official exam objective:**

> Explain how to activate and manage Tableau Next features.

## What the exam expects

- Confirm an org can run Tableau Next: supported edition, Data 360 and its instance.
- Walk guided setup in order and explain what enabling Tableau Next and Connect Standard Objects do.
- Turn on and troubleshoot feature settings under Tableau Next Features: Metric Insight Summaries, Slack collaboration, Semantics AI (Beta) and Tableau Next Auditing (Beta).
- Sequence setup when generative AI must wait, and keep audit records beyond the built-in window.

Key terms:
- **Tableau Next Setup:** the Setup page where an admin turns Tableau Next on and runs guided setup.
- **Data 360:** the data platform (formerly Data Cloud) that hosts all Tableau Next data.
- **C360 semantic model:** the model guided setup builds connected standard objects into.
- **Tableau Next Features:** settings under Administration, Settings, General Settings in Tableau Next.
- **Metric Insight Summaries:** a natural-language overview of insights on followed metrics.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Supported editions | Enterprise, Performance and Unlimited, each with Data 360; Lightning Experience only | [Tableau Next Editions](https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&type=5&language=en_US) |
| Data 360 not auto-enabled | Sandbox, scratch, demo and trial orgs | [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&type=5&language=en_US) |
| Turning on Tableau Next | Needs System Administrator; assigns the enabling admin Data Cloud Architect and Tableau Unmetered Admin | [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&type=5&language=en_US) |
| Toggle already on | Someone enabled it, or set up Marketing Performance for Marketing Cloud | [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&type=5&language=en_US) |
| Connect Standard Objects | Data stream, DLO, DMO, then the C360 semantic model | [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&type=5&language=en_US) |
| Metric Insight Summaries | Metric Insight Summary setting plus Follow Tableau Next Metrics set; independent of Agentforce | [Enable Metric Insight Summaries](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_metric_insight.htm&type=5&language=en_US) |
| Slack blockers | Lock sessions to originating IP; Enforce login IP ranges on every request | [Enable Slack for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_slack_collab.htm&type=5&language=en_US) |
| Semantics AI (Beta) prerequisite | Einstein Generative AI | [Enable Semantics AI (Beta)](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_semantics_ai.htm&type=5&language=en_US) |
| Generative AI step | Optional but highly recommended | [Step 3: Enable Generative AI](https://help.tableau.com/current/tableau-next/en-us/tableau_next_setup_guide_enable_gen_ai.htm) |
| Auditing (Beta) retention | Last 180 days; store AnalyticsUserActivityEvent for long-term records | [About Tableau Next Auditing (Beta)](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_auditing_about.htm&type=5&language=en_US) |

## Check yourself

- When Tableau Agent is not enabled, how many followed metrics does a user need before a Metric Insight Summary is generated?
- How often is a summary built without the agent regenerated?
- Why might Metric Insight Summaries consume flex credits in one org but not another?
- When newly chosen Tableau Next admins are added in Select Admin Users, how are they told?

## Sources

- [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&type=5&language=en_US)
- [Tableau Next Editions](https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&type=5&language=en_US)
- [Set Up Tableau Next Features](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_feature_setup.htm&type=5&language=en_US)
- [Enable Metric Insight Summaries in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_metric_insight.htm&type=5&language=en_US)
- [About Metric Insight Summaries](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_insight_summaries.htm&type=5&language=en_US)
- [Enable Slack for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_slack_collab.htm&type=5&language=en_US)
- [Enable Semantics AI in Tableau Next (Beta)](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_semantics_ai.htm&type=5&language=en_US)
- [About Tableau Next Auditing (Beta)](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_auditing_about.htm&type=5&language=en_US)
- [Enable Tableau Next Auditing (Beta)](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_auditing.htm&type=5&language=en_US)
- [Tableau Next Setup Guide](https://help.tableau.com/current/tableau-next/en-us/tableau_next_setup_guide.htm)
- [Step 2: Configure Data Cloud and Enable Tableau Next](https://help.tableau.com/current/tableau-next/en-us/tableau_next_setup_guide_configure_data_cloud.htm)
- [Step 3: Enable Generative AI](https://help.tableau.com/current/tableau-next/en-us/tableau_next_setup_guide_enable_gen_ai.htm)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 11 linked practice questions, and unlimited timed mock exams are included with the Tableau Next Consultant pack (USD $19): https://www.certifyforce.com/practice-exams