Analytics on the same data, with answers in plain language.
Tableau is Salesforce's analytics family. Tableau Next is its agentic analytics offering, Tableau is the established business intelligence platform, and CRM Analytics serves analytics inside Salesforce CRM.
Ask, watch and act.
Salesforce describes three kinds of agentic analytics.
- 01Conversational analytics
- Users ask questions in natural language and receive summaries and visualisations.
- 02Data monitoring
- Agents watch performance metrics and flag trends and anomalies.
- 03Automated workflows
- Insights can trigger actions across Salesforce.
- 04A shared semantic layer
- Tableau Semantics unifies business definitions, so a measure means the same thing everywhere.
The family.
The names Salesforce uses today.
Agentic analytics on Data 360
Built on the unified data.
- Works with Data 360's zero-copy data, so people and agents use the same data.
- Includes a semantic layer, Tableau Semantics.
- Connects to Slack, so metrics can be shared and questions asked there.
One definition
A measure is defined once and used by dashboards and agents alike.
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Straight answers.
What is Tableau Next?
Salesforce's agentic analytics offering, built on Data 360, with conversational questions, agents that monitor metrics and workflows that act on insights.
Can it run on premises?
Salesforce says Tableau can be deployed on premises or in the cloud.
Can we use it from Slack?
Yes. Tableau in Slack shares metrics and lets people ask questions where teams work.
Checked against Salesforce's analytics page in November 2026. It did not describe licence roles, so none appear here.
Go to one of the five main products.
Each of the five has its own page, and you can visit them in any order. Choose one to go there.
You are currently viewing Tableau, a supporting product
- 01SellSales CloudCRM for sales teams, with AI beside the seller.Leads, contacts, accounts and opportunities in one place, with activity captured automatically, forecasts that follow the deals, and agents that research, prepare and monitor.Pipeline and forecastingActivity captureQuotes and approvalsAI and agentsGo to Sales Cloud →
- 02UnifyData 360The data layer people and agents share.Brings data from Salesforce and other systems together, often without copying it, and gives it business meaning so teams and agents can act on it.Zero-copy accessUnified profilesSegments and activationGrounding for agentsGo to Data 360 →
- 03EngageMarketing CloudCampaigns, journeys and agents for marketers.The family of Salesforce marketing products: Marketing Cloud Next, Account Engagement and Marketing Cloud Engagement, built around one customer profile.Marketing Cloud NextSegments and journeysCampaign AgentB2B and B2CGo to Marketing Cloud →
- 04RetainLoyalty ManagementProgrammes, offers and referrals that keep customers.Build and run loyalty programmes with members, points, tiers and vouchers, add personalised offers, and run referral campaigns for consumers or business partners.Points and tiersOffersReferralsPartner programmesGo to Loyalty Management →
- 05ServeService CloudCases, conversations and knowledge, with agents and people together.Customer service on one platform: case management, a console for reps, knowledge, a contact centre and AI agents that answer and hand over.Case managementKnowledgeContact centreAI agentsGo to Service Cloud →
Also on the Salesforce platform
- AgentforceThe platform for building and running AI agents.
- Revenue CloudPricing, quotes, contracts, orders and billing.
- Field ServiceScheduling, dispatch and mobile work for site visits.
- Commerce CloudOnline, in-store and order management on one platform.
- SlackWhere people and agents work on Salesforce records.
- TableauYou are here
- MuleSoftIntegration and APIs for Salesforce and everything around it.
Talk it through with us.
Tell us what you want Salesforce to do for you, and we will help you work out where to start.
- Your goals and the systems involved
- Which Salesforce products fit, and which can wait
- A sensible first step
Salesforce, Agentforce, Data 360, Slack, Tableau, MuleSoft and other Salesforce product names are trademarks of Salesforce, Inc. Other names are the property of their owners. Screens shown are illustrations with sample data. Product descriptions follow Salesforce's own published material and can change, so check salesforce.com for current details.
At Mawkish, the Tormoor Pass is how we keep Salesforce Tableau work checked, owned and answered for, whoever does the build.