# Lightning, Slack and web app embedding surfaces

*Tableau Next Consultant Study Guide · Embedding, Cross-Cloud, & Interoperability · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/tableau-next-consultant/embedding-cross-cloud-and-interoperability/lightning-slack-and-web-app-embedding-surfaces*

Where Tableau Next metrics, dashboards and visualizations appear outside the Tableau Next app: Lightning App Builder components and their filters, Slack message previews, side panes and canvas cards, and the Embedding SDK route for external web apps.

- Certification: Salesforce Tableau Next Consultant
- Exam section: Embedding, Cross-Cloud, & Interoperability
- Study guide: https://www.certifyforce.com/study-guide/tableau-next-consultant

**Official exam objective:**

> Explain how Tableau Next assets are surfaced within user workflows across platforms.

## What the exam expects

- Choose the Tableau Next Lightning component (dashboard, metric, visualization or Following) for a page requirement, and configure its properties and filters.
- Pick Record Value or Static Value for a record-page filter, and tell filters apart from component visibility.
- Predict whose data a Slack preview shows: a message snapshot, a side pane or a canvas card.
- Route Slack users through connection prompts, preview removal and related conversations.
- Recognise when an external web app needs the Embedding SDK instead of a Lightning page.

Key terms:
- **Lightning App Builder:** the Salesforce page editor where Tableau Next components are placed on home and record pages.
- **Record Value:** a filter value taken from the record the user is viewing.
- **Snapshot preview:** a point-in-time image of an asset included in a Slack message.
- **Live preview:** Slack content (side pane or canvas card) loaded from each viewer's own access.
- **Embedding SDK:** the developer toolkit that renders Tableau Next components inside non-Salesforce web apps.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Supported page builder | Lightning App Builder only; not Experience Builder Site pages | [Bring Insights into the Flow of Work](https://help.salesforce.com/s/articleView?id=analytics.tua_embed.htm&type=5&language=en_US) |
| Dashboard or metric component in App Builder | Tableau Unmetered Admin or Tableau Next Admin | [Add a dashboard](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_dashboard.htm&type=5&language=en_US), [Add a metric](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_metric.htm&type=5&language=en_US) |
| Hide Dashboard Header | Removes the dashboard title and action buttons | [Add a dashboard](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_dashboard.htm&type=5&language=en_US) |
| Metric component order | Semantic data model, then metric definition, then display attributes | [Add a metric](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_metric.htm&type=5&language=en_US) |
| Static Value | Fixed values regardless of user or record | [Filter values](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_filter_values.htm&type=5&language=en_US) |
| After embedding | Save and activate the Lightning page | [Following component](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_following.htm&type=5&language=en_US) |
| Slack sharing permission | Any Tableau Unmetered or Tableau Next Consumer or Self-Service Consumer set | [Work with Tableau Next and Slack](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_share.htm&type=5&language=en_US) |
| Different Slack and Salesforce emails | Slackbot prompts Connect to Tableau Next | [Work with Tableau Next and Slack](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_share.htm&type=5&language=en_US) |
| Canvas card | Paste As, Card; refreshes regularly; shows last-refreshed time | [Slack canvas](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_canvas.htm&type=5&language=en_US) |
| Metric conversations from Tableau Next | Dropdown next to Share, View Slack Messages | [Related Slack conversations](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_related_conversations.htm&type=5&language=en_US) |

## Check yourself

- When a user holds only a Consumer-level Tableau Next permission set, can they share assets to Slack?
- When a viewer lacks access to an asset's underlying data, what does a live preview in Slack show them?
- Which control in the Slack side pane brings in the latest data without leaving Slack?
- When an admin wants a quicker Slack integration setup than the manual steps, what does Help suggest?

## Sources

- [Bring Insights into the Flow of Work](https://help.salesforce.com/s/articleView?id=analytics.tua_embed.htm&type=5&language=en_US)
- [Add a Tableau Next Dashboard to a Lightning Page](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_dashboard.htm&type=5&language=en_US)
- [Filter Values for Embedded Visualizations, Dashboards, and Metrics](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_filter_values.htm&type=5&language=en_US)
- [Add a Tableau Next Metric to a Lightning Page](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_metric.htm&type=5&language=en_US)
- [Add a Personalized View of Metrics That a User Follows with the Tableau Next Following Component](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_following.htm&type=5&language=en_US)
- [Work with Tableau Next and Slack](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_share.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)
- [Explore Tableau Next in the Slack Side Pane](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_explore.htm&type=5&language=en_US)
- [Find Related Slack Conversations for Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_related_conversations.htm&type=5&language=en_US)
- [Add Tableau Next Metrics, Dashboards, and Visualizations to a Slack Canvas](https://help.salesforce.com/s/articleView?id=analytics.tua_metric_slack_canvas.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)
- [Embed Tableau Next Assets in Your External Apps](https://help.salesforce.com/s/articleView?id=analytics.tua_embed_external.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 15 linked practice questions, and unlimited timed mock exams are included with the Tableau Next Consultant pack (USD $19): https://www.certifyforce.com/practice-exams