Uploaded July 2026 | Updated September 2026, 1 week ago
See how Salesforce’s Customer Zero team uses Tableau first to drive internal adoption, test real use cases, and inform product improvements before release.
In this session, Salesforce experts Casey O'Donnell and Sydney Dollar break down how Salesforce functions as "Customer Zero" to test and optimize Tableau Next and agentic analytics before rolling them out globally. Discover how to streamline feedback tracking, utilize automated Slackbot skills for agent testing, and bridge the gap between traditional dashboards and trusted business knowledge using the Salesforce platform. Whether you want to establish an internal feedback council or learn how to scale conversational analytics within an 83,000-person enterprise, this guide shares proven strategies for scaling analytics interoperability without starting over.
Tableau Conference 2026
Timestamps
00:00:00 - Introduction to the Salesforce Customer Zero Motion
00:01:05 - What Is a Customer Zero Program and Why It Matters
00:04:03 - Understanding Tableau Next and the Agentic Analytics Layer Cake
00:05:25 - Achieving Analytics Interoperability with Tableau Cloud and CRM Analytics
00:06:22 - Resolving Testing Friction Points with Targeted Feedback Councils
00:08:07 - Centralized Feedback Views and SLA Tracking Dashboards
00:09:25 - Automating Agent Testing and Accuracy Logs with Slackbot Skills
00:10:18 - Overcoming Friction Points for Global Analytics Scaling
00:11:58 - Monitoring Performance, Load Times, and User Adoption via Telemetry
00:12:19 - Tableau Cloud Adoption Dashboards and Admin Insights
00:13:21 - Driving Workplace Awareness and Winning Internal Communities
00:15:20 - How to Get Started as Your Own Customer Zero and Build for Scale
00:18:08 - Real-World Internal Use Cases, Next Steps, and Live Demos
Resources & Links
Learn more about agentic ai: salesforce.com/agentforce/what-is-agentic-ai
Read the guide on ai agents: salesforce.com/agentforce/ai-agents
Explore agentforce: salesforce.com/agentforce
How to build an ai agent: salesforce.com/agentforce/agent-builder/how-to-build
#salesforce #customerstories #tableau #tableaunext #data360 #datafam #dataanalytics #agenticenterprise #agenticanalytics #datavisualization
See how Salesforce’s Customer Zero team uses Tableau first to drive internal adoption, test real use cases, and inform product improvements before release.
In this session, Salesforce experts Casey O'Donnell and Sydney Dollar break down how Salesforce functions as "Customer Zero" to test and optimize Tableau Next and agentic analytics before rolling them out globally. Discover how to streamline feedback tracking, utilize automated Slackbot skills for agent testing, and bridge the gap between traditional dashboards and trusted business knowledge using the Salesforce platform. Whether you want to establish an internal feedback council or learn how to scale conversational analytics within an 83,000-person enterprise, this guide shares proven strategies for scaling analytics interoperability without starting over.
Tableau Conference 2026
Timestamps
00:00:00 - Introduction to the Salesforce Customer Zero Motion
00:01:05 - What Is a Customer Zero Program and Why It Matters
00:04:03 - Understanding Tableau Next and the Agentic Analytics Layer Cake
00:05:25 - Achieving Analytics Interoperability with Tableau Cloud and CRM Analytics
00:06:22 - Resolving Testing Friction Points with Targeted Feedback Councils
00:08:07 - Centralized Feedback Views and SLA Tracking Dashboards
00:09:25 - Automating Agent Testing and Accuracy Logs with Slackbot Skills
00:10:18 - Overcoming Friction Points for Global Analytics Scaling
00:11:58 - Monitoring Performance, Load Times, and User Adoption via Telemetry
00:12:19 - Tableau Cloud Adoption Dashboards and Admin Insights
00:13:21 - Driving Workplace Awareness and Winning Internal Communities
00:15:20 - How to Get Started as Your Own Customer Zero and Build for Scale
00:18:08 - Real-World Internal Use Cases, Next Steps, and Live Demos
Resources & Links
Learn more about agentic ai: salesforce.com/agentforce/what-is-agentic-ai
Read the guide on ai agents: salesforce.com/agentforce/ai-agents
Explore agentforce: salesforce.com/agentforce
How to build an ai agent: salesforce.com/agentforce/agent-builder/how-to-build
#salesforce #customerstories #tableau #tableaunext #data360 #datafam #dataanalytics #agenticenterprise #agenticanalytics #datavisualization
