Tableau Cloud Help

1. In the Quick Find box in Setup, type in Tableau Next and then select Tableau Next Setup.

2. 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.

1. From Setup, in the Quick Find box, type in and select Data Cloud Setup Home.

2. In the Feature Management section, select Feature Manager.

3. Under Available Features, enable Connectors (Beta).

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.

1. From Setup, in the Quick Find box, type in and select Users.

2. Select a user and click Permission Set Assignments.

3. Click Edit Assignments.

4. Select a Tableau Next permission set for that user: Tableau Next Admin, Tableau Next Platform Analyst, Tableau Next Self-Service Analyst, Tableau Next Consumer, Tableau Next Limited Consumer.

5. Select Data Cloud Architect permission set and click Add.

6. Select the Tableau Next Admin permission set and click Add.

7. 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 Cloud, then add those users to both the Tableau Next Platform Analyst and Data Cloud Architect permission sets.

1. From Setup, in the Quick Find box, type Permission, and select Permission Sets.

2. Select the appropriate Tableau Next Permission Set.

3. Click Manage Assignments.

4. Click Add Assignments.

5. Select one or more users by checking the box next to their name.

6. Click Assign.

7. Perform these steps again for the same users, selecting the appropriate Data Cloud permission set.