Getting Started with Tableau+
Tableau+, a licence edition of Tableau Cloud, is a comprehensive package tailored for wall-to-wall adoption of self-service analytics in Tableau Cloud. It encompasses premium features tailored for larger or more complex deployments and access to Premier Success. With Tableau+, customers can harness AI-powered visual analytics and insights from their data, wherever it is. Tableau+ includes some features that require configuration, and this topic describes what you need to do for each of them. Some are unique to Tableau+ while others are shared with other editions of Tableau Cloud. A few require configuration in Salesforce.
Initial steps depend on what type of customer you are:
New Tableau customers
As a new Tableau Cloud customer, you should get familiar with Tableau Cloud before you explore the unique features of Tableau+. See Get Started and About Tableau+ to begin, then follow the configuration steps below.
Existing Tableau Cloud customers
For existing Tableau Cloud customers who upgrade to Tableau+, there is little to do regarding “migrating”. Your existing sites remain (there’s no need to “migrate” them), but unique Tableau+ features require some configuration.
Configure Tableau Cloud and Salesforce for Tableau+ features
These Tableau+ features require configuration before you can use them:
Tableau Pulse: Set Up Your Site for Tableau Pulse (Note: Be sure to enable Tableau Pulse summaries of key metrics, which is described in the same topic, here: AI in Tableau for Tableau Pulse.)
Tableau Agent in Prep, Catalog and Web authoring: Turn On AI in Your Tableau Cloud Site to enable Tableau Agent.
This requires configuration on each Tableau Cloud site and in a Salesforce Org that has Einstein generative AI configured. It also requires a Data Cloud instance.
A Cloud instance is provided to Tableau+ customers who do not have one.
For those that do not have an Enterprise edition level or higher Salesforce org, one will be provided as part of Tableau+.
Einstein Request Credits(Link opens in a new window): This gives customers access to generative AI capabilities within Salesforce products, including Tableau Cloud.
Data Cloud Configure Data Cloud by setting up an admin user and turning Data Cloud on: Step 2: Set up a Data Cloud Admin User.
The following features are not unique to Tableau+ but provide additional important functionality in your Tableau Cloud instance:
Data Connect for Private Network Data for access to private network data (includes one node).
Data Management: About Data Management (comes with one resource block. For more information, see Resource Blocks).
Advanced Management: About Tableau Advanced Management on Tableau Cloud
Tableau Cloud Manager: Manage multiple Tableau Cloud sites using TCM. Tableau+ customers get up to 50 sites. For details about using TCM, see Use Tableau Cloud Manager.
Premier Success(Link opens in a new window): Get maximum value from Tableau with expert guidance and expedited support.
eLearning(Link opens in a new window): Learn Tableau on your own schedule using self-paced online courses.