Tableau Cloud Help

Tableau AI brings trusted Einstein generative AI capabilities to the entire Tableau platform. Tableau AI can enhance your data analysis by automatically generating calculations for Tableau Prep flows, recommending insightful questions to explore your data, summarizing key metrics, and creating compelling visualizations directly from your data sets.

Tableau AI is powered by Einstein AI and inherits the Einstein Trust Layer(Link opens in a new window) and security controls. To learn more about Tableau AI, see Tableau AI(Link opens in a new window). For general information about Einstein Generative AI, see About Einstein Generative AI(Link opens in a new window) in the Salesforce help.

Prerequisites

To use the generative AI features in Tableau, you need to first turn them on for your site. For example, to deliver personalized, smart, and contextual metrics and insights for business users in the flow of their work, select the Tableau Pulse check box to turn on this feature.

To turn on Tableau AI for web authoring, Tableau Prep or Tableau Catalog, you'll need Tableau+ and a connection to a Salesforce org that has Einstein generative AI set up. For more information about Tableau+, see About Tableau+(Link opens in a new window)

Permissions

To connect your Salesforce Org to your Tableau Site, you'll need user credentials with the following permissions:

• Tableau: Tableau Cloud Site Administrator (Explorer or Creator). For more information about setting this site role and its permissions, see Set Users' Site Roles(Link opens in a new window).

• Salesforce: Customize Application Profile permission. For more information about this permission, see User capabilities with 'Customize Application' Profile permission(Link opens in a new window) in the Salesforce help.

Note: When the Salesforce Org is provisioned for Tableau+ customers, the admin user that is created should already have the Customize Application permission assigned. For more information about this permission, see Custom Permissions(Link opens in a new window), and Grant Permissions on Custom Settings(Link opens in a new window) in the Salesforce help.

Set up Einstein generative AI

To set up Einstein generative AI for your Salesforce org, complete the following steps.

Turn on Data Cloud

Enable Data Cloud in your provisioned Salesforce org. Users must have the Data Cloud Admin permission set assigned to enable Data Cloud. For more information, see Turn on Data Cloud(Link opens in a new window) in the Salesforce help.

1. Log into your Salesforce org in Salesforce.

2. In the top right corner, select the Setup icon.

3. Select Data Cloud Setup from the drop-down menu. If you don’t see this option, your users might not have Data Cloud permissions set up. If this is the case, follow the steps in Set Up a Data Cloud Admin User(Link opens in a new window) in the Salesforce help.

   

4. In the bottom right hand corner, select Get Started to begin provisioning your org’s Data Cloud.  This may take a few minutes.

Configure your Salesforce org

Set up your Salesforce org to turn on Einstein generative AI. Follow the steps in Set Up Einstein Generative AI(Link opens in a new window) in the Salesforce help to:

• Turn on Einstein Generative AI

• Set up Einstein Trust and, if desired, set up data masking for Personally Identifying Information (PII).

• Turn on Einstein Generative AI data collection and storage.

Configure Tableau AI

Use this setting to turn on generative AI functionality for specific features in Tableau.

Note: This feature uses generative AI, which is built on the Einstein Trust Layer. Your data stays safe and secure through data and privacy controls that are seamlessly integrated into the user experience. For more information, see Einstein Trust Layer(Link opens in a new window).

1. Sign in to Tableau Cloud as a site administrator.

2. On the site where you want to turn on generative AI features, select Settings.

3. In the Tableau AI section, select the check boxes for the feature areas where you want generative AI turned on.

   

4. Select Tableau Pulse: Summarizes key metric insightsto enable users to see their personalized insights summaries and get a quick overview of important changes to their metrics. For more information about generative AI in Tableau Pulse, see Tableau AI in Tableau Pulse(Link opens in a new window).

   Note: You do not need to log into your Salesforce org to turn on the Tableau Pulse: Summarizes key metric insights feature.

5. To turn on Tableau AI for web authoring, Tableau Prep or Tableau Catalog, log into your Salesforce org.

   • Select Connect to Salesforce.

   • On the Login|Salesforce page, enter credentials for your Salesforce org.

     • Your User Id must be assigned the Customize Application Profile permission. For more information, see User capabilities with 'Customize Application' Profile permission(Link opens in a new window) in the Salesforce help.

     • Your Salesforce org must have Einstein generative AI turned on so that you have access to Einstein generative AI and Einstein Requests credits. For more information about Einstein Requests, see Tableau AI Usage(Link opens in a new window).

     

   • On the Allow Access page, select Allow.

   • After successfully connecting to your Salesforce org, the check boxes for the additional Tableau AI features become enabled. You can also edit, test or delete your connection as needed.

     

6. Select Tableau Web Authoring: Builds visualizations or completes tasks for you using a conversational UI to enable users to create visualizations and create and understand calculations with the assistance of Einstein Copilot. For more information about Einstein Copilot for web authoring, see Explore Your Data with Einstein Copilot for Tableau(Link opens in a new window).

7. Select Tableau Prep: Suggests calculations for your flow to enable users to create calculated fields in Tableau Prep by simply describing the calculation in plain language using Einstein Copilot. For more information about Einstein Copilot in Tableau Prep, see Use Einstein Copilot(Link opens in a new window).

8. Select Tableau Catalog: Drafts asset descriptions to enable users to automatically generate descriptions for data sources, workbooks, and tables. For more information about generative AI in Tableau Catalog, see Manage Web Content(Link opens in a new window).