Step 2: Configure Data Cloud and Enable Tableau Next
As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.
Who does this step? Salesforce Admin or users with Tableau Next Admin permission sets.
About this step: Tableau Next uses Data 360 to host and manage all of its data. After it's enabled and configured, both Data 360 and Tableau Next need their permission sets given to users.
Note: This step only configures Data 360, it doesn't add any data. Data is necessary to use Tableau Next and is added later in this guide.
Enable Tableau Next in Salesforce Setup
Why: This step turns on Tableau Next, which is required before you can add Tableau Next permissions, features, and data.
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In the Quick Find box in Setup, type in
Tableau Nextand then select Tableau Next Setup. -
Turn on Tableau Next.
If Tableau Next is already enabled, it’s possible that someone in your organization has already set up Marketing Performance for Marketing Cloud.
Enable Connectors in Data 360
Why: This step is required to upload CSVs in Tableau Next and connect to external data sources.
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From Setup, in the Quick Find box, type in and select Data Cloud Setup Home.
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In the Feature Management section, select Feature Manager.
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Under Available Features, enable Connectors (Beta).
Assign Data 360 and Tableau Next permission sets to users
Why: Users need both Data 360 and Tableau Next permissions to access data in Tableau Next. The different Tableau Next permission sets map to a required Data 360 permission set and control what users can do in Tableau Next and Data 360. In this step, you’ll assign users both Tableau Next and Data 360 permission sets.
For information about the required licenses for these permission sets, see Tableau Next Permission Sets and Licenses(Link opens in a new window).
| Tableau Next Permission Set | Tableau Next Permission Set Description | Data 360 Permission Set Requirement |
| Tableau Unmetered Admin | Allows access to Tableau Next Setup and edit access to Tableau Next features in the production environment. Access includes unmetered Analytical Insights and Agentic Analytics workloads. | Data Cloud Architect |
| Tableau Unmetered Platform Analyst | Allows edit access to Tableau Next features in production orgs. Access includes unmetered Analytical Insights and Agentic Analytics workloads. | Data Cloud Architect |
| Tableau Unmetered Self-Service Analyst | Allows edit access to Tableau Next features in personal orgs and view-only access in production org. Access includes unmetered Analytical Insights and Agentic Analytics workloads. | Data Cloud User |
| Tableau Unmetered Self-Service Consumer | Allows view-only access to Tableau Next features. Access includes unmetered Analytical Insights and Agentic Analytics workloads. | Data Cloud User |
| Tableau Next Consumer (Unmetered) | The user can view Tableau Next dashboards, workspaces, and metrics. Access includes unmetered Analytical Insights and Agentic Analytics workloads. | Data Cloud User |
| Tableau Next Admin | The user can set up Tableau Next and assign users permissions, and has edit access to Tableau Next features in the production environment. | Data Cloud Architect |
| Tableau Next Platform Analyst | The user has edit access to Tableau Next features in the production environment. | Data Cloud Architect |
| Tableau Next Self-Service Analyst | The user can view Tableau Next dashboards, workspaces, and metrics. | Data Cloud User |
| Tableau Next Consumer | The user can view Tableau Next dashboards, workspaces, and metrics. | Data Cloud User |
| Tableau Next Limited Consumer | The user has read-only access to Tableau Next Intelligent Apps. | Data Cloud User |
| Tableau Next Included App | . The user can view pre-packaged Tableau Next analytics. | Data Cloud User |
Before you assign permissions, make a list of users and use the table above to map out which Tableau Next permission set and corresponding Data Cloud permission set each user needs.
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From Setup, in the Quick Find box, type in and select Users.
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Select a user and click Permission Set Assignments.
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Click Edit Assignments.
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Select a Tableau Next permission set for that user from the table above..
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Select Data Cloud Architect permission set and click Add.
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Select the Tableau Next Admin or Tableau Next Unmetered Admin permission set and click Add.
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Save your work.
Repeat this step for each user on your list.
Add users by permission set
If you need to assign permissions to a large number of users, you can add multiple users to a permission set at once. To do this, you need to group users by the permission sets they need in Tableau Next and Data 360, then add those users to both the Tableau Next Platform Analyst and Data Cloud Architect permission sets.
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From Setup, in the Quick Find box, type
Permission, and select Permission Sets. -
Select the appropriate Tableau Next Permission Set.
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Click Manage Assignments.
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Click Add Assignments.
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Select one or more users by checking the box next to their name.
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Click Assign.
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Perform these steps again for the same users, selecting the appropriate Data Cloud permission set.
You’re done!
Congratulations! Now you have Data Cloud and Tableau Next in your Salesforce org and users with Data Cloud and Tableau Next permissions. You'll add data to Data Cloud in a later step. Continue on to the next step to configure the features that make Tableau Next shine.
Continue to Step 3: Enable Generative AI