Tableau Masterclass (APAC)

Activate Tableau Agent

Forward Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects, environmental,
social and governance goals, and the anticipated benefits of acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and
assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, Salesforce’s results could differ materially from the results expressed or implied by these
forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission,
including, but not limited to: impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our
ability to maintain security levels and service performance meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and
remediate performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity; our
reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet,
those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; current and potential litigation involving us or our industry,
including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; regulatory developments and regulatory investigations
involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services; the success of our strategy of acquiring or
making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our
ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired
businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our strategy to be a leading
provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the
pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our
international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our ability
to preserve our workplace culture, including as a result of our decisions regarding our current and future office environments or work-from-home policies; our dependency on the development and
maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash
flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic
investment portfolio; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies
within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and interest rate fluctuations
on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting
pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual
property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the impact
of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; the ability to execute our Share Repurchase
Program; our ability to comply with our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health emergencies; and our ability to
achieve our aspirations, goals and projections related to our environmental, social and governance initiatives.

Updated: September 28, 2022

First, some logistics
Questions, answers and videos
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• Post your question in the Q&A section on your Zoom
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John Smith
Will this be available as a recording after today?
• Yes, a recording of this event will be available on demand
 Your Moderators Today

Jessie Lim Song Heng Heng Roy Wong

Senior Manager Lead, Specialist Solution Engineer Enablement Success Manager
APAC Partner Programs ASEAN Solution Engineering APAC Partner Enablement
Speakers
Honto Ming | Senior Manager, Product Management
Roy Wong | Partner Enablement Success Manager
We Help People See
and Understand Data
 AI is changing
how we work

Clicks Conversations

Code Prompts

Humans doing
Automation
repetitive tasks
Vision
Agentforce will revolutionize visual analytics in Tableau. Tableau Agent will further the mission of Tableau by
democratizing data exploration, making it easily accessible to everyone irrespective of the proficiency level.
Tableau Agent will be an assistant interacting with analysts and facilitating the entire cycle of visual analysis.
5 Key Personas and Scenarios

New Tableau User Data Pro Business User - Developer Data Storytelling
Strategic Manager
A new Tableau user who An experienced Tableau
has little proficiency in user with 2- 5 years of Data savvy business ISV Partner developing a Analysts and business
Tableau. experience as data users who don’t curate experiences to embed users creating
analyst in an or build dashboards as insights or web compelling visual
While the New Tableau organization. They may their day to day jobs but authoring within an experiences and sharing
User is new to Tableau, or may not have analyze data for driving existing portal. them publicly
they may not be new to experience with other BI decision-making
other BI applications. applications.
They have the time and
the desire to go beyond
a dashboard
Target Users for ECT GA

New Tableau User Data Pro Business User - Strategic

Manager
A new Tableau user who has An experienced Tableau user
completed Tableau with 2- 5 years of experience Data savvy business users
fundamental elearning course as data analyst in an who don’t curate or build
or Grow with Google organization. They may or dashboards as their day to
fundamentals course may not have experience day jobs but analyze data for
with other BI applications. driving decision-making
 Pain Points
They want to be proficient in Tableau but Tableau has a steep
learning curve. They may have a hard time translating their
previous skills and experiences with analytics and other
analytic tools to Tableau
The New Features that benefit the New Tableau User
Tableau User Suggested questions to get started (GA) and get unstuck
A new Tableau user (252)
who has little Learn how to use Tableau creating vizzes using NL and
proficiency in observing what Tableau Agent does (GA)
Tableau.
Summarized KB & Help docs in product (254)
While the New
Tableau User is new
to Tableau, they
may not be new to
other BI
applications.
 Pain Points
Not every Data Professional is a Tableau expert. While they may be
skilled in analytics in general, they sometimes get stuck on how to
get Tableau to do the things they want it to do

The Data Features that benefit the Data Professional

Professional
Get help writing calcs using NL(GA)

An experienced Tableau Agent powered calcs in Prep (GA)

Tableau user with 2-5 Tableau powered transformations in Prep (254 pilot)
years of experience as
data analyst in an Desktop (254)
organization.
Data is their job. They
build data and analytic
assets, and answer
ad-hoc questions with
data
 Pain Points
They have the time and desire to perform analytics that go beyond
what their Pulse Metrics and Tableau dashboards they normally use
can support. However, they may not have the skills do it in Tableau
authoring

The Strategic Hard time grasping the implications and insights from large and
complex dashboards
Manager
Features that benefit the Strategic Manager
Data savvy business Suggestions to get started (GA) and get unstuck (252)
users who don’t
Learn how to use Tableau creating vizzes using NL and observing
curate or build what ECT does (GA)
dashboards as their
day to day jobs but Dashboard summarization (254)
analyze data for Summarized KB & Help docs in product (254)
driving
decision-making
Prerequisites to activate Tableau Agent

Data Cloud SDO (30 days Trial) Not for Resale (NFR) Tableau Cloud

● Provision via Partner Learning Camp (PLC) ● Tableau Cloud Site Administrator access

● Follow instructions here if you do not have ● Follow instructions here to apply for NFR
access to Salesforce Partner Community Tableau Cloud if you do not have this in
your organization
Where’s Tableau Agent?
Authoring Prep Data Catalog
What’s Data Cloud got to do with it?

* Einstein Copilot for Tableau is now known as Tableau Agent

GAI Audit Logs
Data Cloud Installation

Data Cloud SDO (30 days Trial)

● Provision via Partner Learning Camp

(PLC)

● Follow instructions here if you do not

have access to Salesforce Partner
Community
Data Cloud Installation

Data Cloud SDO (30 days Trial)

● Verify your account

● Save credentials to login to Data

Cloud
Data Cloud Installation

Data Cloud SDO (30 days Trial)

● Click on the gear button (top right)

and select Data Cloud Setup

● Click Get Started to install Data Cloud

Tableau Agent
Activation Demo
 Next Steps

Partner Pocket Guide Hands on Tutorial Upcoming Masterclass

Tableau Agent Activate Tableau Agent Oct 29: Tableau Cloud Manager

Oct 29: Tableau User Groups