Agentic Analytics

Tableau Next Accelerator

Fast-track your journey to Tableau Next. Test, deploy and scale AI-powered insights and move from dashboards to agentic analytics faster and with confidence.

How it works

Tableau Next
Accelerator
01

Use Case Design

Ideation workshop to identify priority Agentic Analytics use cases. Making sure use case is tied to overall business objectives and clear KPIs.

Outcomes:

  • Use Cases: A list of prioritized use cases tailored to business objectives.

  • Workflow Impact Map: A clear view of how Tableau Next will transform the decision-making processes with embedded agentic features.

02

Data Readiness Assessment

Evaluate the existing data sources, landscape, AI capabilities, & AI-readiness to implement AI solutions using Agentforce & Tableau Next.

Outcomes:

  • Detailed report on AI readiness, highlighting strengths, gaps, and recommended improvements.

  • Strategic plan to enhance AI capabilities and prepare for a Tableau Next deployment.
03

Tableau Next QuickStart

Fast track to setup agentic analytics and configure Tableau Next & Data Cloud to support the chosen use cases effectively.

Outcomes:

  • Tableau Next Environment Deployed: Including licensing, permissions, and semantic layer set-up tailored to your needs.
  • Analytics Embedded Across Workflows: Initial dashboards, alerts, and actions placed directly in business tools where users work.
04

Agentforce Integration

Implement Agentforce to configure, test and deploy AI agents that enhance decision-making and automate tasks.

Outcomes:

  • Agentic Workflows: Autonomous agents embedded into your Tableau + Salesforce ecosystem, delivering contextual actions.
  • Custom Agent Capabilities: Agents tailored to your organization’s data, users, and processes — supporting decision automation.
05

Launch & Success

Continuously monitor and evaluate the performance and financial impact of the deployed AI Agent solution to track & report ROI.

Outcomes:

  • Success & Adoption Framework: Dashboard tracking of adoption metrics, KPIs, and agent performance with ongoing health checks.
  • Tailored Training & Enablement: Hands-on workshops, learning paths, and documentation to empower analysts, end-users, and execs alike.

Why you'll love it

Faster time to value

The accelerator delivers a fully configured Tableau Next environment in just weeks — not months. See immediate value through working dashboards, embedded insights, and early automation wins.

Move from BI to AI

Move from static reports to agentic analytics. Tableau Next transforms how teams work by proactively surfacing insights, suggesting actions, and automating workflows directly in Salesforce, Slack, or Teams.

Deep technical
expertise

Get access to expert consultants that provide guidance, support, and training, reducing the dependency on deep technical skills in-house.

FAQ

Everything you need to know