Prepare for Your Salesforce Tableau Next Consultant Exam
Preparing to take the Tableau Next Consultant exam? Check out this trail.
Develop a Data Strategy
See how Tableau Next, Tableau Semantics, and Data 360 work together as a connected ecosystem to unlock the value of your data.
Plan, map, and organize your enterprise data strategy prior to ingestion, ensuring your objects, identities, and business requirements align for a trusted Data 360 foundation.
Define roles and review your existing data to prepare your organization for Data 360.
Govern data and metadata consistently at scale across Data 360.
Build the Data 360 Foundation
Set up Data 360 for Tableau Next to enable real-time data access and insights.
Set up your account and connect data sources to support your company’s business needs.
Connect a data source in Data 360.
Connect your data sources and define their relationship in Data 360.
Prepare, map, and model data in Data 360.
Learn the fundamentals of data mapping, identity resolution, and unified records.
Provide a secure data foundation to ground AI with Data 360.
Create Semantic Models
Unify data into a single source of truth.
Create semantic models and semantic definitions to input your data into Data 360.
Build a strong foundation for agentic analytics success with well-structured, well-designed semantic models.
Use semantic models in Tableau Next to understand the business context of your data.
Evaluate, score, and improve your semantic models.
Draft and apply accurate descriptions for semantic model data objects using the AI Semantic Description Generator to help agents interpret metadata with precision.
Accelerate your development process with Tableau Next Marketplace semantic model templates.
Configure Tableau Next
Get up and running with Tableau Next through the guided setup process.
Configure and enable capabilities, workspace preferences, and subagent features within Tableau Next.
Explore Tableau Next's security control model.
Grant users access to Tableau Next and create groups for sharing Tableau Next assets.
Manage user capabilities in Tableau Next using specific permission sets and license assignments.
Plan and configure your Tableau Agent implementation.
Use Personal Orgs to create isolated environments designed to provide analysts with self-service capabilities.
Organize and Deploy Analytical Assets
Create a workspace to build, add, and reuse analytic assets to answer questions about data.
Organize, collaborate, and reference analytical assets in Tableau Next workspaces.
Manage access to workspaces, dashboards, visualizations, and semantic models in Tableau Next.
Use personal orgs within shared workspaces to explore data and build custom analytics assets in an isolated, individual testing environment.
Monitor data assets in Tableau Next using the Data Monitoring dashboard to track Data Lake Object details, execution histories, and dependent connection statuses.
Use a sandbox environment to safely isolate, develop, and test your Tableau Next analytics customizations.
Analyze and Share Data in Tableau Next
Easily create visualizations based on Tableau Semantics data with Tableau Next.
Analyze data and make well-informed decisions with Tableau Next dashboards.
Create custom and templated dashboards to organize, view, and act on your data within Tableau Next.
Add navigation links and native Salesforce object actions to visualizations to streamline user workflows.
Add single-click actions to your dashboard widgets to let users execute Salesforce flows or dynamically navigate to external URLs and target assets.
Discover and install pre-built assets from the Tableau Next Marketplace using tailored templates, dashboards, and packaged applications to accelerate workspace creation and self-service analytics.
Ask Tableau Agent freeform questions about your data, and get answers in the form of rich text and visualizations, grounded in your organization's semantics and business logic.
Explore metrics and dashboard data by asking questions with Tableau Agent in Tableau Next.
Set up proactive data alerts on Tableau Next metrics to notify users when key business thresholds are reached.
Integrate Analytics Across Platforms
Learn how to connect Tableau Next with Slack to enable collaboration in your workflow.
Share rich previews of your metrics, dashboards, and visualizations directly into Slack to collaborate on data insights in real time.
Deliver trusted data analytics to AI agents and tools using the Tableau Next MCP server.
With the Tableau Next Model Context Protocol (MCP) server enabled, you can ask Slackbot about your Tableau Next data.
Install prebuilt Tableau Next analytical apps and dashboard templates from the Marketplace to quickly visualize and gain insights from your Salesforce data.
Check out the various APIs and SDKs that you can use for Tableau Next development.
Build and package scalable, ready-to-use analytics apps and semantic definitions across Data 360, Tableau Next, and the Salesforce Platform.
Discover More
Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.