Embedding, Cross-Cloud, & Interoperability20% of the exam
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.
Explain how Tableau Next assets are surfaced within user workflows across platforms.
~7 min read · 15 practice questions
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
Supported page builder
- Detail
- Lightning App Builder only; not Experience Builder Site pages
Dashboard or metric component in App Builder
- Detail
- Tableau Unmetered Admin or Tableau Next Admin
Hide Dashboard Header
- Detail
- Removes the dashboard title and action buttons
Metric component order
- Detail
- Semantic data model, then metric definition, then display attributes
Static Value
- Detail
- Fixed values regardless of user or record
After embedding
- Detail
- Save and activate the Lightning page
Slack sharing permission
- Detail
- Any Tableau Unmetered or Tableau Next Consumer or Self-Service Consumer set
Different Slack and Salesforce emails
- Detail
- Slackbot prompts Connect to Tableau Next
Canvas card
- Detail
- Paste As, Card; refreshes regularly; shows last-refreshed time
Metric conversations from Tableau Next
- Detail
- Dropdown next to Share, View Slack Messages
Sources for this section (8)
- Bring Insights into the Flow of Workhelp.salesforce.com (opens in a new tab)
- Add a dashboardhelp.salesforce.com (opens in a new tab)
- Add a metrichelp.salesforce.com (opens in a new tab)
- Filter valueshelp.salesforce.com (opens in a new tab)
- Following componenthelp.salesforce.com (opens in a new tab)
- Work with Tableau Next and Slackhelp.salesforce.com (opens in a new tab)
- Slack canvashelp.salesforce.com (opens in a new tab)
- Related Slack conversationshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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