Step 0: Pre-configuration Checklist

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

About this step: Planning ahead will simplify the setup processes later on.

Before you begin:

  1. Confirm your Salesforce Edition supports Tableau Next.

  2. Determine who needs access to Tableau Next.

  3. Purchase appropriate licenses for your Tableau Next users (Admins, Analysts, and Business Users).

  4. Familiarize yourself with billing considerations.

Continue to Step 1: Activate your Salesforce Org

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