Getting Started with Tableau+

Tableau+, a license edition of Tableau Cloud, is a comprehensive package tailored for wall-to-wall adoption of self-service analytics in Tableau Cloud. It encompasses premium features tailored for larger or more complex deployments and access to Premier Success. With Tableau+, customers can harness AI-powered visual analytics and insights from their data, wherever it is. Tableau+ includes some features that require configuration, and this topic describes what you need to do for each of them. Some are unique to Tableau+ while others are shared with other editions of Tableau Cloud. A few require configuration in Salesforce.

Initial steps depend on what type of customer you are:

  • New Tableau customers

    As a new Tableau Cloud customer you should get familiar with Tableau Cloud before you explore the unique features of Tableau+. See Get Started and About Tableau+ to begin, then follow the configuration steps below.

  • Existing Tableau Cloud customers

    For existing Tableau Cloud customers who upgrade to Tableau+, there is little to do regarding “migrating.” Your existing sites remain (there’s no need to “migrate” them), but unique Tableau+ features require some configuration.

Configure Tableau Cloud and Salesforce for Tableau+ features

These Tableau+ features require configuration before you can use them:

  • Tableau Pulse: Set Up Your Site for Tableau Pulse (Note: Be sure to enable Tableau Pulse summaries of key metrics, which is described in the same topic, here: Turn on Tableau AI.)

  • Tableau Agent in Prep, Catalog, and Web authoring: Turn On AI in Your Tableau Cloud Site to enable Tableau Agent.

    This requires configuration on each Tableau Cloud site and in a Salesforce org that has Einstein generative AI configured. It also requires a Data Cloud instance.

    • A Cloud instance is provided to Tableau+ customers who do not have one.

    • For those that do not have an Enterprise edition level or higher Salesforce org, one will be provided as part of Tableau+.

  • Einstein Request Credits(Link opens in a new window): This gives customers access to generative AI capabilities within Salesforce products, including Tableau Cloud.

  • Data Cloud Configure Data Cloud by setting up an admin user and turning Data Cloud on: Step 2: Set up a Data Cloud Admin User.

The following features are not unique to Tableau+ but provide additional important functionality in your Tableau Cloud instance: