Managing Workspaces & Orgs10% of the exam
Promoting and deploying Tableau Next assets
How Tableau Next assets move between orgs: promotion requests from Exploratory Orgs in Task Manager (guided or Salesforce CLI flow), sandbox deployment with change sets, data kits or the CLI for home and companion orgs, release-version rules, and manifest files.
Understand how to deploy Tableau Next assets.
~8 min read · 10 practice questions
What the exam expects
- Review an Exploratory Org (formerly Personal Org) promotion request and choose the guided or Salesforce CLI flow.
- Predict what happens to access and to the Exploratory Org copy when a promotion completes or fails.
- Pick the deployment route for Tableau Next assets in home and companion orgs: change sets, data kits or the Salesforce CLI.
- Apply release-version rules and data kit publishing order before deploying.
- Write a CLI manifest with the right asset type names and run the retrieve and deploy steps.
Key terms:
- Promotion request: an analyst's request to move Exploratory Org assets into production, handled in Task Manager.
- Task Manager: the production-only Tableau Next page where admins review and complete promotions.
- Change set: Setup's outbound and inbound packages of metadata between connected orgs.
- Data kit (DevOps): a Data 360 package of assets, such as semantic models and Tableau Next assets, deployed to home orgs.
- Manifest (package.xml): the XML file listing asset types and API names for the Salesforce CLI.
Key facts
Where promotions are managed
- Detail
- Task Manager, production only
Guided flow unavailable
- Detail
- Content with Excel files or data connections
Newer Exploratory Org release
- Detail
- Promotion blocked by schema mismatch
After completion
- Detail
- Admin gets full access in production; loses it in the Exploratory Org
Companion orgs
- Detail
- No data kits; semantic models sync from home
Change set component types
- Detail
- AnalyticsWorkspace, AnalyticsVisualization, AnalyticsDashboard
Publishing Sequence minimum
- Detail
- Semantic models, workspaces, visualizations, dashboards
Higher to lower major release
- Detail
- Not supported
CLI order
- Detail
- Retrieve from source, then deploy to target, same manifest
Sources for this section (5)
- Review and Complete Promotionshelp.salesforce.com (opens in a new tab)
- Deploy Tableau Next Assetshelp.salesforce.com (opens in a new tab)
- Deploy with Change Setshelp.salesforce.com (opens in a new tab)
- Deploy in a Data Kithelp.salesforce.com (opens in a new tab)
- Use CLI to Deploydeveloper.salesforce.com (opens in a new tab)
- When a promoted asset shares an API name with a production asset but has a different asset ID, what does the reviewer see?
- When the same content is promoted a second time, does the admin automatically receive access again?
- Why can a CLI deployment sometimes skip the data kit entirely?
- Where does
sf project retrieve startwrite the retrieved asset metadata in the VS Code project?
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
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- Practice exams purchase adds inline bank questions and topic practice (10 questions for this lesson)
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