Tableau · Tableau Next30 tasks
Quickstart Tableau Next Org Setup
A Salesforce org with Tableau Next switched on, its prerequisites in place and the right users holding access, ready for dashboards and AI features.
Method
How MeshMesh does it
- Runs discovery on the org and writes a phased implementation plan for the user to approve.
- Assigns the missing Tableau Next permission sets and reports any that hit a license limit.
- Confirms through the APIs that Tableau Next and Data 360 are working: semantic models, visualizations, dashboards, data streams and the CRM connector. It skips browser checks of setup toggles when the APIs already show the features enabled.
- Checks whether the org-level feature is on, and stops when it is disabled.
- Works out which product a dashboard actually belongs to. In one case the dashboard turned out to be CRM Analytics, not Tableau Next, so MeshMesh assigned the missing permissions for that product instead.
- Creates demo records, such as tasks and events, when the org is being prepared for a demo.
Next: Build Analytics Dashboards.
Tableau Next