Agentic Experiences25% of the exam
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.
Understand how the Analytics Agent delivers proactive data alerts and notifications.
~7 min read · 18 practice questions
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
Goal or threshold created
- Detail
- Its alert is created automatically, sent during its period
On-pace goal alerts
- Detail
- Need forecasting pace to goal enabled
Metric alert delivery
- Detail
- Email plus the bell
MCP-created alert delivery
- Detail
- Slack plus the bell
Run Alert vs Debug
- Detail
- Checks conditions now vs shows configuration
Required subagents
- Detail
- Data Analysis and Data Alert Management with Create Data Alert
Data Alerting setting prerequisite
- Detail
- Conversational analytics (formerly Concierge: Analytics Q&A) enabled first
Autonomous insights default schedule
- Detail
- Weekly, 9:00 AM Pacific Time
Agent per user
- Detail
- None selected by default; no agent, no insights
Personalising insights
- Detail
- Additional Instructions in Automate Insights; Slackbot feedback
Sources for this section (6)
- Email Data Alerts for Metricshelp.salesforce.com (opens in a new tab)
- Custom Data Alertshelp.salesforce.com (opens in a new tab)
- Manage Data Alertshelp.salesforce.com (opens in a new tab)
- Enable Data Analysis and Data Alert Managementhelp.salesforce.com (opens in a new tab)
- Turn On Autonomous Insightshelp.salesforce.com (opens in a new tab)
- Manage Autonomous Insightshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Next Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 21 lessons of the Tableau Next Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (18 questions for this lesson)
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