Welcome to Release Readiness.
because it's all about analytics.
the latest innovations directly
packed Summer '25 release
and broadcasting their answers
So check out the description
because we've got the link
form as well as the schedule
say goodbye to data silos
visualizations across Tableau,
the Product Manager, is here
to show us this use case in action.
Here it is. Thanks, Carolyn.
how Tableau Semantics, our
AI powered semantic layer
trusted data for analysis.
objects or DMOs in Data Cloud.
external sources like Snowflake
using Data Cloud, zero copy
as a single source of truth
for data across the organization.
various consumption layers
both either in Data Cloud
or directly in Tableau Next.
an existing semantic model
I've already built in Data Cloud
and connect it to Tableau
Now we're in the semantic model
the sales and service model
all of our customer's accounts
data, lines between objects
represents relationships.
physically merge tables in advance.
plus tools to define definitions
like metrics, calculated fields,
field properties to improve accuracy
such as changing data types,
field names, or adding descriptions.
drag a line between them.
I will create a one between
to create a purchased products
A powerful part of Tableau
and extension of verified models.
Here I've extended the sales model
You can see both in the canvas
You can also define metrics
to track performance consistently.
I want to identify accounts at risk.
First, I have a calculated dimension
for high priority case flag,
Another calculation is time
called Account Revenue at Risk.
and have a high priority case.
Everything is auto saved,
and I'm ready to build reports
and set goals or alerts on.
our sales revenue metric.
Built on sales amount and date.
or sales channel to better track
how my revenue is performing.
Now that the model is ready,
which was built in Data Cloud,
and Revenue at Risk to the columns.
Clicking on the Revenue at Risk
measure allows me to filter out
that have revenue at risk.
now is save my visualization
and share it with my team.
demo of Tableau Semantics
with intelligent baked right in.
And we're going to keep it going
Now you can instantly connect
to curated semantic models
No manual data modeling needed.
Product Management Director,
put this together to show us.
My name is Allan Folting,
and I'm a Product Manager
at Salesforce working on Tableau.
to semantic models in Data Cloud
begin analyzing and visualizing data
data models from scratch.
Here we have a semantic model
based on data from a bookshop.
as library checkouts and ratings,
which can help us understand
more about the popularity of books
Now before the new Tableau
you can already connect to tables
in Data Cloud using Tableau's
However, in order to use that,
that enables more people to do this.
And as soon as I'm done with that,
with a list of semantic models,
which I have to figure out
Now I can just select bookshop.
And I've got a whole data model
already defined in Tableau.
You'll see here that all the tables
are organized by their types.
And whether or not there are measures
And that comes from the metadata
If I go to the data source pane,
that the data model in Tableau
you saw in the beginning.
It's just shown the way that Tableau
normally presents data models
to make it easier for users to use.
They don't have to learn a new UX
or a new calculation language
Okay, so let's do a quick analysis.
I'm going to go ahead and add sales
And in order to compare sales
as the aggregation function.
And then I'm going to go ahead
going to sort this by checkout.
I'm going to go to descending and
I'm going to pick the checkout
So now I can get a sense for,
how sales compares to popularity.
And it's actually surprising
that some of those top books there,
and not in terms of checkouts
actually don't sell that much.
So maybe there's an opportunity
going to go ahead and create a map
that shows number of checkouts
by where each author lives.
and at number of checkouts on size.
I'm going to throw these things
So what I showed you here
is that with semantic models
all you have to do is connect to one
and you can start doing analysis.
No data modeling required.
that power other applications
Next, Data Cloud reports,
and customer applications.
When you use this new connector,
Tableau sends semantic queries
which ensures that the business
and applied the same way in Tableau
as in all other applications
using it. That's it for me.
One click and you're exploring
trusted secure data across the org.
for every single Tableau user.
to keep the coolness going
feature is analytics that talk back
You can ask business questions
in plain English and get instant
complete with visualizations
Director Product Management is here
and I want to see it in action.
I'll open Agentforce over here
what I want to use at this point.
My dashboard shows me a high level
pipeline value, total sales, etc.
but end of quarter is coming through
and I want to see what's going on
in natural language to my agent.
and it comes with pre-built
analytics skill concierge.
so I'm able to explore my
data in natural language.
into this quarter's performance.
came back with an answer,
and I can see whats the total sales
Now let's start diving deeper
into this insight, right.
So I simply ask, at this rate,
can you go ahead and break
by mapping it to business
in my semantic data model,
and intent are clearly understood.
It then uses this understanding
to generate a precise query,
runs it against the data layer,
and returns a tailored response
it came back with an answer
so I understand what my data is.
Sales Suite isn't doing that well.
priority for my company, right.
what's driving down Sales Suite
So that's exactly what I go ahead
this tells me more from the
insight that drives action.
So Agentforce is thinking
see what it comes back with for,
we can see Agentforce returns
a summary to help me understand
And we have a lower conversion.
in our weighted pipeline.
how to turn this around, right.
what's the pipeline coverage
per product family for this quarter.
And the agent is thinking,
and going to the data layer
with an insight with a viz
that I can see over here.
And this is why I rely on
clear, trustworthy insights
integrated with Data Cloud.
meaning to data and metadata,
agents to understand and respond
in the language of business.
about total sales pipeline
into individual opportunities
and get reliable answers each time.
So that's concierge for you.
That's awesome because it
what happened to why it happened
This is next level decision making.
And up next is building amazing
and even more powerful than ever
designed to turn insights
Edward Mengel, Senior Director,
put this together to show us.
I'll give you all the basics
building an app in Tableau Next.
Next starts in the workspace.
Here I've got my workspace.
You can see I've got my dashboards,
outside of your workspace.
Also define these metrics
Once you've got your semantic model
a rich array of visualizations.
lines, scatter plots, heat maps,
variations of bar, donut,
Let's start by editing the stacked
And you'll notice that the Viz
It's super easy to make changes,
the next best thing to do
to toggle the action panel.
I can configure my actions.
And here I've got an open
as well as some Salesforce
we've configured the action,
and the actions that are relevant
if we want to reference an action
outside of the Salesforce platform,
We can use an open URL action.
this user's name into LinkedIn
And in this dashboard you can see
we've used some of these metrics
that we defined, visualizations,
When you've got everything
arranged the way you want
let's even add more actions.
we've got our main viz here.
So when they select an opportunity
they should be able to send
and semi-structured analysis.
what we're going to do is
we're going to get the opportunity
and make a recommendation.
that recommendation to the user
in the email editor screen.
And then the user has the option
to edit that and send the email.
multiple records at once,
like this action over here,
which is going to update the stage
on all of the opportunities.
In this case, you'll notice
that when we configure it,
Once you've got all your actions
is embed this in the flow of work.
Next dashboards in home pages
I can select an opportunity,
a recommendation, pass it that ID.
researched this, got a summary
I can review this, edit it
amazing applications with Tableau
Next. Back to you, Carolyn.
and drop dynamic action flows.
Next isn't just for data,
it's for doing all right now.
Data just joined the conversation
with the new native integration
between Tableau Next and Slack.
Teams can now explore live
and take action in channels
leaving their flow of work.
Austin Haag, Product Management
Director, has a demo for us,
my name is Austin and I'm
a Product Manager on the Tableau
I am so excited about our new native
integration between Tableau
We're bringing live visual insights
into the team channels and canvases,
This will inform the team
are being made based on data.
executive on our sales team.
and I see a message from my manager
and total sales are down 32%.
in together to understand
what's going on with sales,
I need to also understand
Thankfully, now I can in Slack.
which shows me the latest value
and I can see how it relates
rate and our sales cycle.
so I want to talk about it
with my team tomorrow morning.
how to bring sales back up
Tableau Next is logging in
and sharing a snapshot to the team
so everyone can access it
and rally around it together.
if I shared a screenshot,
but there's so much more.
I can also always access the up
and I can see so much more of this
going on across the business.
I'm looking at related threads.
These are all of the mentions
of this metric across departments.
As a salesperson, sometimes I
I see there's a conversation
happening about total sales
in our marketing channel.
My marketing team member, Matt, said
that there's been great work
on a manufacturing campaign.
It's now the third largest industry
and it might increase total sales.
this related conversation
Now I can jump in and continue
It looks like manufacturing
compared to the prior period.
And the team is discussing
creating a similar campaign
for the Transport vertical.
to inform which opportunities
I should focus on coming up next.
Next if I want to drill in.
click Explore in Tableau Next
I can see that the filters
I can apply additional filters,
by different dimensions, and more,
making sure that the insights
that I'm looking for to drive
I am so excited to see how this new
native integration between Tableau
how your team collaborates
around insights together.
because team chats to smart stats.
Turn Slack into your new command
center for data driven decisions.
And so next up we're diving into
Because in just a few clicks, users
by agent, by topic or action
and then take immediate steps
Senior Product Manager is here.
in the Tableau Next team.
how you can use the Agent
Analytics app built on Tableau
Companies service department
Steve logs into Salesforce
and sees Agent Analytics app
Next, and reviews the insights
such as agent health score,
engagement rate, escalation rate,
deflection rate, and a few other metric cards.
Higher the agent health score,
better for the business outcome.
rate in the past few days.
Now, Steve, wants to dig deep
Steve sees that a different agent
Here Steve, sees a bunch of metric
that explain the sessions,
trend and usage breakdown,
that gives detailed information
topic, action, and also sessions.
clicks on the Escalated Sessions
Explore and Filter option.
can dissect this information
by agent, action and topic.
is causing a lot of escalations.
Similarly, in the actions,
is causing over 454 escalations.
So Steve goes to the dashboard
and filters for these agents.
Now you can see the whole
and faceted for the selections made,
for the agent, topic and action.
look at the session table
to understand each of the session.
with a click of a button,
Steve can navigate to the agent
Now Steve, with a few clicks
Now he can take a decisive action
Thank you. Over to you, Carolyn.
This is how real time data
That is amazing functionality.
just dropped a batch of smart,
user friendly updates to boost
clarity, control and interactivity
right in your dashboards.
precision to smarter widgets
more intuitive than ever.
Product Manager, has it all for you,
so let's check out this demo now.
the new functionality for repeater
you can add a non-repeating element
or a repeater widget header.
So we're going to go into
And we've got an option here
to add a header. Let's select that.
And then we're just going to drag
or non-repeating elements
And we can just click on them
And and to move them etc..
And then what we're going to do
make that a bit bigger maybe,
And what we're also going to do
is add some sorting capability
whereby you'll be able to sort
elements or essentially columns,
It isn't technically a table,
and we should be good to go.
we've got a header up the top.
to sort by selecting the header.
A simple but effective enhancement
is the ability to add a custom
to the columns in your tables.
The standard functionality,
to basically just show you
what the column header label is,
which frankly, is not very helpful.
to be able to customize that.
So for example let's go in here.
And we're going to header.
But I want to give the end users
a little bit more context.
So you can use this kind of like,
a contextual data glossary
or data dictionary, as it were.
you could put sales for the last
in AMER to give the end user
just some more context around
what they are actually looking at.
and go into preview mode.
And now we can see a helpful
Sales for the last 90 days in AMER.
will be quite powerful for end users.
So we have some new capability
whereby we are able to control
receive the global filters
So we have an example here.
Let me show you how this works.
or click on a list widget
was applied to this widget,
the global filter was applied
But this widget over here
did actually not receive it.
And that's apparent when you compare
the details for each one.
we have applied the filter here.
The currency ISO code is EUR.
widgets will receive those filters
external filters will be selected,
as we have in this widget,
thereby turning off the ability
to receive those incoming filters.
and hopefully very helpful.
Now I'm going to demo to you
for your list and toggle widgets
So we've got a toggle widget,
and we have some interactivity
whereby when you select a value,
one of the toggle values,
And it's going to carry across
navigated to this dashboard.
And it has filtered by the value
that was selected on the toggle.
And just to give you an idea
of how easy this is to set up,
we'll go and add a list widget.
And let's select for example
And we can go create interaction,
just got a serious usability glow up
and rounding out our analytics
episode today with Tableau Pulse.
Tableau Pulse is making sure
nothing slips through the cracks
in plain language, and take action
first meeting of the day.
Senior Director of Product
Management, is here to show it off.
for this demo of the recently added
I'm a pharmaceutical sales
by checking my email today.
I notice that my Pulse Digest
subject line specifically calls out
that a trend change was detected.
This triggered me to open the email
detected for my market share,
and my refill prescriptions.
Let's open the market share.
I can get a complete overview.
But before I dive deeper,
let me highlight two important
because it's been certified.
I can even see who certified it
this metric actually respects
the correct business dates,
I can inspect the overview chart.
And here I can clearly see
trend over the last couple of days.
I can also see that I have been
homepage and find out more.
homepage that I have an option
Enhanced Q&A actually suggests
two starting questions for me,
and as I select one, Pulse is
the prescription metrics for me,
the new prescriptions are up,
but refills are significantly down.
Let me ask my own question,
from the Mid-Atlantic regions
Let me ask specifically around that.
understood with what I meant
in that particular region.
Looks like I'm not doing too well,
but thanks to Pulse alert
and the ease of exploration,
I know where to dive in deeper
Okay, now that is an exciting update
because it's insight to impact.
packed lineup of releases
for analytics and Summer '25.
Make sure you fill out the Q&A
answered by the product team,
and tune back into Salesforce
Pacific to hear from this amazing
Well, we thank you for joining us
and we will see you in winter.