Eigen X + Tableau Next

What is Tableau Next?

Tableau Next is Salesforce’s next-generation analytics platform that merges Tableau’s industry-leading visual analytics with powerful AI from Agentforce. Built on a flexible, API-first Salesforce architecture, Tableau Next delivers personalized, contextual, and actionable insights directly in the flow of work. It unifies connectivity, data prep, semantic modeling, visualizations, and AI agents in a single modern workspace designed for both creators and consumers.

  • Tableau Next Implementation Expert

  • Tableau Premier Services Partner

  • Certified Tableau Consulutant

  • Certified Tableau Architect

  • Certified Tableau Desktop Specialist

  • Certified Tableau Data Analyst

Curious about the future of data visualization with Tableau Next?

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The Agents That Power Tableau Next

Built-In AI Capabilities with Agentforce.

》Data Pro: Build & Model with Intelligence

  • Automates prep, modeling, and visualization

  • Works inside the Tableau Semantic Layer

  • Helps developers define metadata powering analytics

》Concierge: Ask Questions in Plain Language

  • Natural-language Q&A

  • Suggests root causes and next-best actions

  • Designed for business users and data consumers

》Inspector: Always-On Insight Engine

  • Monitors data in real time

  • Detects anomalies & surfaces insights

  • Acts like an enhanced and intelligent alerting layer

Tableau Next vs. Tableau Cloud/Server vs. CRMA

  • Tableau Next

    Tableau Next is the new analytics platform from Salesforce that brings data preparation, modeling, visualization, and artificial intelligence into one modern workspace. It uses three intelligent agents to support automated insights, natural language questions, and real time monitoring. It also connects directly with Data Cloud and the Tableau semantic layer, making it a strong choice for organizations moving toward advanced analytics.

    Key Points

    Artificial intelligence driven insights and natural language analysis

    Unified semantic layer and direct Data Cloud connection

    Flexible architecture that is easy to embed and scale

  • Tableau Cloud & Server

    Tableau Cloud and Tableau Server offer powerful dashboard creation and visual analysis in an independent environment hosted by Tableau or on site. They remain strong business intelligence tools but do not include Data Cloud connection or the semantic layer that power Tableau Next. They perform extremely well for classic dashboard experiences.

    Key Points

    Industry leading dashboard performance

    Supports Tableau Plus question and answer and advanced metrics

    Does not include Data Cloud connection or shared semantic layer

  • CRM Analytics (CRMA)

    CRM Analytics is the advanced analytics tool that lives inside Salesforce and supports deep analysis for sales, service, and marketing teams. It uses SAQL for complex visualizations and is very effective when insights need to be pushed into Salesforce actions. It does not include the artificial intelligence agents or the shared semantic layer that come with Tableau Next.

    Key Points

    Strong for workflows inside Salesforce

    Uses SAQL for advanced visualizations

    Great for predictive analysis, but without the intelligent agents in Next

How Tableau Next Works

Bring together data in Salesforce Data Cloud and turn it into meaningful insights with Tableau Next. Data from warehouses, files, and operational systems flows in through zero-copy sharing, MuleSoft, and Tableau Prep, then is standardized inside Data Cloud using Data Lake Objects and Data Model Objects. Tableau Semantics enriches that unified data that creates reusable metadata, data marts, and machine-learning-ready assets. Tableau Cloud, Tableau Server, Tableau Pulse, and Tableau Next then transform these modeled datasets into interactive analytics and automated actions directly inside Salesforce.


Learn from Tableau Next Professionals

Eigen X Tableau Next Offerings

》Pre-Sales Engagement: Demos & Discovery

  • Demo using Eigen X developed suite of use cases

  • Gain a comprehensive understanding of the clients Current-State Reporting and Analytics Capabilities

  • Define challenges and pain points that can be alleviate through effective use of Tableau Next

Timing: 60 - 90 min

Pricing: Free

》Proof of Concept

  • Art of the Possible: Discovery to Future Vision

  • Development of one real use case using client data

  • Leverage the Power of Tableau Semantics and Next to answer key business questions

  • Utilize free Salesforce SDO

Timing: 1 - 2 weeks

Pricing: $5k - $10k

》Tableau Next Implementations

  • Creation of detailed roadmap to implement Tableau Next

  • Configuration of Tableau Next environment

  • Develop a suite of interactive and intuitive analytics across your organization to help make informed, data-driven decisions with holistic dashboards

Timing: 8 - 12 weeks

Pricing: Variable (depending on data and use case)