Basic Setup & Admin10% of the exam
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.
Explain how to activate and manage Tableau Next features.
~8 min read · 11 practice questions
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
Supported editions
- Detail
- Enterprise, Performance and Unlimited, each with Data 360; Lightning Experience only
Data 360 not auto-enabled
- Detail
- Sandbox, scratch, demo and trial orgs
Turning on Tableau Next
- Detail
- Needs System Administrator; assigns the enabling admin Data Cloud Architect and Tableau Unmetered Admin
Toggle already on
- Detail
- Someone enabled it, or set up Marketing Performance for Marketing Cloud
Connect Standard Objects
- Detail
- Data stream, DLO, DMO, then the C360 semantic model
Metric Insight Summaries
- Detail
- Metric Insight Summary setting plus Follow Tableau Next Metrics set; independent of Agentforce
Slack blockers
- Detail
- Lock sessions to originating IP; Enforce login IP ranges on every request
Semantics AI (Beta) prerequisite
- Detail
- Einstein Generative AI
Generative AI step
- Detail
- Optional but highly recommended
Auditing (Beta) retention
- Detail
- Last 180 days; store AnalyticsUserActivityEvent for long-term records
Sources for this section (7)
- Tableau Next Editionshelp.salesforce.com (opens in a new tab)
- Guided Tableau Next Setuphelp.salesforce.com (opens in a new tab)
- Enable Metric Insight Summarieshelp.salesforce.com (opens in a new tab)
- Enable Slack for Tableau Nexthelp.salesforce.com (opens in a new tab)
- Enable Semantics AI (Beta)help.salesforce.com (opens in a new tab)
- Step 3: Enable Generative AIhelp.tableau.com (opens in a new tab)
- About Tableau Next Auditing (Beta)help.salesforce.com (opens in a new tab)
- 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?
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
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