Get Started with Tableau Next Mobile
Learning Objectives
After completing this unit, you’ll be able to:
- Explain what Tableau Next Mobile is.
- Set up Tableau Next on the Salesforce mobile app.
- View insight summaries, metrics, and metric details in Tableau Next Mobile.
- Share a metric in Tableau Next Mobile and access metric notifications.
Get Data Insights Anywhere
Imagine being able to dive into your data and get crucial insights anytime, anywhere. That’s exactly what Tableau Next Mobile lets you do! Available on the Salesforce mobile app, Tableau Next Mobile empowers you to make data-driven decisions on the go, no matter where your day takes you. This convenient offering is a game-changer for collaboration, too. You can effortlessly share insights with your team, keeping everyone in the loop and working together more effectively to reach your goals.
What exactly does this look like in the real world? Take a sales manager, for example. While they’re running from one meeting to the next, a sales manager can use Tableau Next Mobile to monitor their team’s performance. If a significant drop in sales occurs in a particular region, they receive a notification. Directly from their mobile device, the sales manager can then quickly ask follow-up questions, such as “What products are underperforming in that region?” or “Which sales representatives are seeing a decline in their numbers?” This real-time visibility and ability to probe data using natural language allows them to make informed decisions and refocus their priorities immediately, regardless of their location.
Streamline Your Work
No matter your role or location, Tableau Next Mobile can help you get your job done with:
- Proactive notifications and 24/7 access to your data
- Agentforce-powered insights that bring conversational analytics to your fingertips
- Actionable insights that focus on the metrics and goals that matter most to you
Set Up Tableau Next Mobile
When you’re ready to start taking advantage of all that Tableau Next Mobile has to offer, there are a few simple steps.
Complete the Admin Configuration Steps
Before you can get started with Tableau Next Mobile, your Salesforce admin must:
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Assign your user profile the Tableau Next Permission Set.
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Set up Tableau Next Mobile.
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Add Tableau Next to the Salesforce mobile app.
Download and Log In to the Salesforce Mobile App
After your admin completes the initial configuration steps, you can download and log in to the Salesforce mobile app (available on iOS and Android).
Now that you know what Tableau Next Mobile is and how to set it up, learn how you can get the most out of this app.
Get Familiar with Tableau Next Mobile
Once you’re set up, you can open Tableau Next Mobile and take a look at the overview page.
First, notice the insight summary (1), which captures key observations, findings, and conclusions from the metrics you follow. Content is clear and actionable, often highlighting trends and potential implications.
If you find areas for improvement in your insight summary, submit your feedback using the thumbs-up or thumbs-down icons.
Below the insight summary is a list of the metrics (2) that you’re following. This list helps you quickly access and monitor progress, understand the current state of key performance indicators (KPIs), and identify areas for improvement.
To learn more about any of the metrics that you’re following, tap the metric to open the detail page.
Metric details provide a deeper understanding of your metric’s status, breaking down the data with clear visuals, trends over time, and applied filters.
If you want to explore a little deeper, metric information helps you trust and understand how a metric is calculated. Metric information details offer clarity and context so you can confidently rely on the insights to make informed decisions.
Share a Metric
Now that you know how to navigate Tableau Next Mobile, it’s time to start sharing the goodness! Sharing metrics helps get everyone on the same page about how important KPIs are performing and makes it easier to use that data to make better decisions as a team.
To share a metric:
- Tap a metric on the overview page.
- Tap Share on the metric.
- Tap Copy, and then distribute the copied link.
Stay Informed with Notifications
To follow or unfollow metrics, you or your teammates must add or remove you as a follower using the full desktop site version of Tableau Next. To see where you’re added or removed as a follower to a metric, tap the bell icon that displays in the app.
When you’re following a metric, you’re automatically notified about important updates related to that metric. Simply click a notification to go directly to the relevant metric to learn more.
Wrap Up
Now that you’re familiar with what Tableau Next Mobile has to offer, be sure to download the app to stay informed on key metrics and goals, collaborate effectively with your team, and drive data-driven decisions from anywhere!