Basic Setup & Admin10% of the exam
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.
Describe how to activate Agentic Analytics for users.
~7 min read · 9 practice questions
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
AI features step creates
- Detail
- Analytics and Visualization V2, Semantic Modeling (Beta) and Analytics Authoring (Beta) agents
Default agent access
- Detail
- Admins only, via a custom permission set per agent; others through Manage
Data Analysis prerequisite
- Detail
- Data Q&A Indexing and Semantic Enrichments enabled in Data 360 for the home org
Companion orgs
- Detail
- Indexing on the home org; Tableau Agent and Data Analysis on the companion org
New conversational agents
- Detail
- V2 template, started in Agentforce Studio
Granting a new agent
- Detail
- Agent Access tab of a permission set, then assign users
Build agents
- Detail
- Manage AI Agents or Customize Application
Enable readiness
- Detail
- Data Cloud Architect and Semantic Models object
LLM Model tab
- Detail
- Best Accuracy (enhanced reasoning) or Best Performance (faster)
Slack availability
- Detail
- All Slack plans with a Salesforce Agentforce license
Sources for this section (6)
- Guided Tableau Next Setuphelp.salesforce.com (opens in a new tab)
- Tableau Agent in Tableau Nexthelp.salesforce.com (opens in a new tab)
- Set Up Tableau Agenthelp.salesforce.com (opens in a new tab)
- Create a Tableau Agenthelp.salesforce.com (opens in a new tab)
- Enable Analytics Agent Readinesshelp.salesforce.com (opens in a new tab)
- Enable Tableau Agent in Slackhelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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