Tableau Cloud Help

Activate Agentforce for Analytics

1. From Setup, in the Quick Find box, type Tableau Next, and select Tableau Next Features.

2. Turn on Agentforce for Analytics.

3. Turn on agent capabilities:

   1. Concierge: Analytics Q&A: Includes the Data Analysis topic

   2. Data Pro: Semantic Model Creation: Includes the Semantic Model Curation topic

Create an Agent with the Analytics and Visualization Template

The Tableau Next Admin needs to create this agent only once.

1. Add the Manage AI Agents and Manage Agentforce Employee Agents permission set to the Tableau Next Admin user.

   1. From Setup, in the Quick Find box, type 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 the Data Cloud Architect permission set and click Add.

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

   7. Save your work.

2. Create an Analytics and Visualization Agent and add Data Analysis and Semantic Model Curation topics.

   1. From Setup, in the Quick Find box, type Agent, and select Agentforce Agents.

   2. Click New Agent.

   3. Select Create from a Template, select the Analytics and Visualization template, and then click Next.

   4. Review the agent's topics and actions that come with your template.

   5. Add Data Analysis and Semantic Model Curation topics.

      1. On the Topics panel, click New, and then select Add from Asset Library.

      2. Select Data Analysis and Semantic Model Curation topics, and then click Finish.

      The topics you’ve added are assigned to your agent and visible on the Topics panel in Agentforce Builder.

   6. Click Next.

   7. Define your agent's settings, such as system messages(Link opens in a new window) and language settings(Link opens in a new window). These settings determine how agents behave and present themselves in conversations.

   8. Select a data source to ground your agent's responses with the Answer Questions with Knowledge action, and then click Create. See Assign a Data Library to Your Agent(Link opens in a new window) for more information.

   9. Test your agent in Agentforce Builder to confirm that your agent performs as expected and meets your security standards(Link opens in a new window).

   10. When you're ready, activate your agent(Link opens in a new window).

3. Create a new permission set or profile for Agent access.

   You can create permission sets or profiles to control which users can access your new Analytics and Visualization agent. If you already have a permission set that will work for the Analytics and Visualization Agent, you don't need to create a new one.

   To create a new permission set:

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

   2. Click New.

   3. Enter your permission set information.

   4. Add the required permissions and settings to the permission set. For more information, see Create Permission Sets(Link opens in a new window) and Configure Permissions and Access in Permission Sets(Link opens in a new window) in Salesforce Help.

4. Give access to the agent.

   1. From Setup, in the Quick Find box, type Agents, and then select Agentforce Agents.

   2. On the Agentforce Agents Setup page, click the name of your agent to open its Details page.

   3. From the Agent Details page, select the Agent Access tab.

   4. The Agent Access tab appears only for Agentforce Employee agents.

   5. In Permission Sets with Agent Access, click Add.

   6. Search for the permission set you created in the previous step.

   7. Click Add.

The agent is assigned to the selected permission sets. You can now view the updated access in the Agent Access tab.

For more information, see Manage Employee Agent Access(Link opens in a new window)

With those steps complete, users can Select Agent and choose the new agent from Agentforce in Tableau Next.

Learn more: Set up Agentforce for Analytics(Link opens in a new window)

1. In Tableau Next, click Administration, and then click Settings.

2. On the General page, enable Data Pro - Semantic Model Curation.