Move beyond traditional dashboards with Tableau Next. Connect trusted data, AI-powered analytics, and business workflows to turn insights into action.
We implement Tableau Next on governed data, with metrics already defined in Tableau Semantics and AI agents configured for the questions your teams ask every week. Insights land in Salesforce and Slack, next to the action they should trigger.
Most teams have data, dashboards, and reporting tools, but struggle to get reliable answers, identify problems early, and turn insights into action.
Too many dashboards with conflicting numbers and no single source of truth.
Risks and opportunities are identified too late to make a difference.
Analysts spend too much time on manual reports and last-minute data requests.
Marketing, sales, and finance data are spread across disconnected systems.
AI tools give unreliable answers because of poor data quality and inconsistent metrics.
Insights remain stuck in dashboards instead of driving action across Salesforce, Slack, and other business tools.
Get the right Tableau Next strategy for your business. We help you evaluate your analytics requirements, identify opportunities for agentic analytics, assess your existing Tableau environment, and determine how Tableau Next fits into your Salesforce ecosystem.
Connect data from Salesforce CRM, marketing platforms, finance systems, and external data warehouses. We help integrate Salesforce Data Cloud with your existing data environment to give Tableau Next access to unified, reliable business information.
Create a consistent foundation for business reporting and AI-powered analytics. We help define business metrics, data relationships, and shared definitions through Tableau Semantics, making it easier for teams and AI agents to work with consistent information.
Make business analytics easier with Tableau Next's AI capabilities. We help configure Concierge, Inspector, and Data Pro so users can ask questions in natural language, explore business data, monitor metrics, and get insights without relying on analysts for every request.
Turn analytics insights into business actions with Agentforce. We connect Tableau Next with Salesforce workflows and Slack to support automated alerts, task creation, record updates, and other actions that help teams respond to business changes faster.
Give teams access to the insights they need, wherever they work. We develop interactive dashboards, visualizations, and embedded analytics experiences for Salesforce, Slack, and other applications, helping users monitor performance and make informed decisions.
Move your analytics environment towards Tableau Next without losing the value of your existing investment. We support migration from Tableau Cloud, Tableau Server, and CRM Analytics, including reviewing existing workbooks, data models, and dashboards to identify opportunities for modernization.
Help your teams get comfortable using and managing Tableau Next. We offer training for business users, analysts, and administrators, along with ongoing support, performance optimization, platform maintenance, and assistance as your analytics requirements evolve.
Start With What You Need Most
You don't have to take on all services at once. Tell us where you're stuck today, whether that's messy data, conflicting metrics or dashboards nobody uses, and we'll put together a focused plan that starts there and grows with you.
Tableau Next is an Agentic Analytics platform. It keeps the visual analysis teams trust and adds agents that do the repetitive work around it.
Data Pro prepares data, Concierge answers questions and Inspector watches your metrics.
Tableau Semantics gives people and agents the same definitions.
API-first visuals that drop into Salesforce, Slack and your own apps.
Native to the Salesforce Platform, so an insight can trigger an Agentforce action.
| Comparison | Tableau Cloud and Server | Tableau Next |
|---|---|---|
| How insights arrive | You open a dashboard and look | Agents monitor data and bring changes to you |
| Asking a question | Filters, drill-downs, or a request to an analyst | Plain language, answered with a chart and summary |
| Business definitions | Often rebuilt per workbook or data source | Defined once in Tableau Semantics |
| Data foundation | Direct connections to many sources | Salesforce Data Cloud, including unstructured data |
| From insight to action | Action happens in another system | Agentforce actions at the point of insight |
| Best fit | Broad self-service BI across many sources | Teams that run sales, service or marketing on Salesforce |
How insights arrive
Asking a question
Business definitions
Data foundation
From insight to action
Best fit
Data lands in Data Cloud, gets business meaning in Tableau Semantics, and passes through one set of access rules on its way to people and agents.
Sources
Sales, Service and Marketing Cloud · Snowflake, Databricks and other warehouses · ERP and finance systems · documents and other unstructured data
Salesforce Data Cloud
Ingestion, harmonization and identity resolution. One unified profile per customer, account and product.
Tableau Semantics
Revenue, pipeline, churn and margin defined once, with the business context agents need to answer accurately.
Governance
Salesforce permissions, row-level access and AI guardrails. One rulebook for people and agents.
Where people and agents use it
Dashboards
Composable visuals, embedded anywhere
Concierge
Questions answered in plain language
Inspector
Changes flagged before anyone asks
Agentforce and Slack
Act on the insight where work happens
We audit your existing analytics environment, Salesforce setup, and data landscape to understand business goals and identify the right use cases.
We define the data and semantic models, security and governance framework, and agent behavior to establish a scalable architecture.
We connect data sources through Data Cloud, configure identity resolution, and establish data quality checks to ensure reliable information.
We build Tableau Semantics models, dashboards, and agent skills through iterative development, with business users reviewing each stage.
We validate AI-generated insights, test agent responses, train users, and deploy the solution through a controlled rollout.
We monitor adoption and accuracy, expand to new use cases, and continuously optimize your Tableau Next environment through ongoing support.
Bring your current analytics challenges, business priorities, and questions. In a free consultation, we'll explore how Tableau Next can fit into your Salesforce ecosystem, where it can add value, and what it takes to get started.
Book a Free ConsultationKeep Exploring
Pulse and Tableau Agent add AI features to your existing Tableau environment: Pulse sends metric summaries, and Tableau Agent helps analysts explore and build. Tableau Next is a separate platform built natively on Salesforce. It has its own semantic layer and runs on Data Cloud. Its agents don't just answer questions; they can trigger actions in Salesforce workflows.
Not with a single click. Tableau Next is built around Tableau Semantics and Data Cloud, so your most important data models and metric definitions are usually rebuilt there. That rebuild is a good chance to fix inconsistent definitions. We review your current workbooks, prioritize the ones that drive most decisions, and leave the rest running on Tableau Cloud or Server.
Not necessarily. Data Cloud supports zero-copy integration with warehouses such as Snowflake, Databricks, BigQuery and Redshift, so data can be queried where it already lives. We help you decide what to access in place and what to bring into Data Cloud, based on performance, cost and how each data set will be used.
Plan for three Salesforce costs: Tableau+ licensing, Data Cloud consumption credits, and usage for any Agentforce actions you switch on. These vary by contract, so confirm them with your Salesforce account team. During the readiness assessment we estimate consumption for your use cases, so you aren't surprised later.
Look for a question your leaders ask every week, that's answered slowly today, and that leads to a clear action. Pipeline risk, campaign performance and service SLA breaches are common starting points. It helps if the data is already in Salesforce or one warehouse, so you see results quickly while the wider foundation is built.
Only if you allow it. You decide which actions agents can take on their own, which need human approval, and which are off-limits. Most clients start with agents that flag issues and suggest next steps, then add automated actions once they trust the answers. Everything runs under the same Salesforce permissions as your users.
