# Tableau Agent setup, agent access and Slack

*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/tableau-agent-setup-agent-access-and-slack*

How an admin activates agentic analytics: the guided setup AI features step, the manual Tableau Agent prerequisites and settings (including home and companion orgs), building a V2 agent in Agentforce Studio, granting Agent Access, the permissions each task needs, the LLM model mode, and bringing the agent into Slack.

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

**Official exam objective:**

> Describe how to activate Agentic Analytics for users.

## What the exam expects

- Predict what guided setup's Turn On AI Features step enables, creates and grants.
- Set up Tableau Agent manually: Data 360 and Tableau Next settings in the right org, including home and companion orgs.
- Create a conversational analytics agent from the right template and give users access to it.
- Name the permission each activation task needs, including enabling Analytics Agent Readiness on a model.
- Bring Tableau Agent into Slack and set the agent's LLM model mode.

Key terms:
- **Tableau Agent:** the current name for Agentforce for Analytics; with the Data Analysis subagent it delivers conversational analytics (formerly Concierge: Analytics Q&A).
- **Analytics and Visualization V2 template:** the Agentforce employee-agent template used for new conversational analytics agents.
- **Data Analysis subagent:** the subagent that answers data questions in a Tableau Agent.
- **Agent Access:** the permission-set list that decides which users can use an agent.
- **Home org and companion org:** the org that hosts Data 360, and a business org connected to it through Data Cloud One.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| AI features step creates | Analytics and Visualization V2, Semantic Modeling (Beta) and Analytics Authoring (Beta) agents | [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.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) |
| Default agent access | Admins only, via a custom permission set per agent; others through Manage | [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&type=5&language=en_US) |
| Data Analysis prerequisite | Data Q&A Indexing and Semantic Enrichments enabled in Data 360 for the home org | [Set Up Tableau Agent](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm&type=5&language=en_US) |
| Companion orgs | Indexing on the home org; Tableau Agent and Data Analysis on the companion org | [Set Up Tableau Agent](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm&type=5&language=en_US) |
| New conversational agents | V2 template, started in Agentforce Studio | [Create a Tableau Agent](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_data_analysis_subagent.htm&type=5&language=en_US) |
| Granting a new agent | Agent Access tab of a permission set, then assign users | [Create a Tableau Agent](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_data_analysis_subagent.htm&type=5&language=en_US) |
| Build agents | Manage AI Agents or Customize Application | [Create a Tableau Agent](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_data_analysis_subagent.htm&type=5&language=en_US) |
| Enable readiness | Data Cloud Architect and Semantic Models object | [Enable Analytics Agent Readiness](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_agent_readiness_enable.htm&type=5&language=en_US) |
| LLM Model tab | Best Accuracy (enhanced reasoning) or Best Performance (faster) | [Create a Tableau Agent](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_data_analysis_subagent.htm&type=5&language=en_US) |
| Slack availability | All Slack plans with a Salesforce Agentforce license | [Enable Tableau Agent in Slack](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_conciergeqa_slack.htm&type=5&language=en_US) |

## Check yourself

- When the Slack and Salesforce admins connect the org for Tableau Agent in Slack, which field maps Slack users to Salesforce users?
- Which Slack plans can use Tableau Agent in Slack?
- Why open the Preview tab in Agentforce Builder before rolling out a new Tableau Agent?
- Who approves the analytics agent on Slack's Manage Agentforce page before it is added to workspaces?

## Sources

- [Set Up Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm&type=5&language=en_US)
- [Create a Tableau Agent for Conversational Analytics in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_data_analysis_subagent.htm&type=5&language=en_US)
- [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&type=5&language=en_US)
- [Enable Tableau Agent in Slack](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_conciergeqa_slack.htm&type=5&language=en_US)
- [Enable Analytics Agent Readiness](https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_agent_readiness_enable.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)
- [Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_ai.htm&type=5&language=en_US)
- [Tableau Next Permission Sets and Licenses](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_permsets_licenses.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Tableau Next Consultant pack (USD $19): https://www.certifyforce.com/practice-exams