Boreon MCP Layer · Salesforce Agentforce
Tableau to Tableau Next, right inside Salesforce.
Tableau Next lives inside Salesforce, on Data 360. The Boreon MCP Layer moves your Tableau Server or Tableau Cloud workbooks into it: each worksheet becomes a Tableau Next visualization and each dashboard a Tableau Next dashboard, together in one workspace. Nothing converts until its data is proven real, and nothing goes live until a person says so.
Salesforce is one of our closest partners.
Tableau Server or Tableau Cloud
Sales Overview
- Revenue by region
- Pipeline trend
- Top accounts
The grounding gate
- Maps to the Sales semantic model
- 12 of 12 fields are in the model
- 48,210 real rows behind it
Tableau Next · Sales workspace
- Revenue by regionVisualization
- Pipeline trendVisualization
- Top accountsVisualization
- Sales OverviewDashboard
Sharing carried overManagerEditorViewer
Live, after a person approved it
The grounding gate comes first.
A Tableau data source converts only when its data is real from end to end. If a single field is missing, the whole data source waits, and the plan tells you which fields to add.
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It maps to a semantic model
Each data source is matched to a Data 360 semantic model: the one built on that same data, or the one you name.
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Every field is in the model
Every field the workbook uses has to be in that model. One missing field holds back the whole data source.
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The data is real
The model has to answer a query, with real rows behind it, counted live.
What becomes what.
Once the gate passes, your Tableau content lands in one Tableau Next workspace, bound to the semantic model.
| On Tableau | In Tableau Next |
|---|---|
| Worksheets | Tableau Next visualizations |
| Dashboards | Tableau Next dashboards, laid out on its grid |
| Marks, shelves, color, size, label, detail and tooltip | The same encodings on each visualization |
| Filters: value lists, excludes and ranges | Tableau Next filters |
| Permissions | Tableau Next sharing: Manager, Editor, Commenter or Viewer |
| People and groups | Salesforce users, matched by email, and public groups, matched by name |
Plan it, rehearse it, then a person says go.
A Tableau Next migration runs one conversation at a time, and it never skips a step.
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01
Ask in natural language
Name the workbooks or the project that should move, and the workspace they should land in.
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02
Read the plan
Every item in order, data sources before the workbooks that use them, with what the grounding gate found spelled out.
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03
Rehearse it
A dry run reads and converts everything exactly as the live run will, and writes nothing.
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04
A person approves
A signed-in person types the approval phrase. No model or agent can start a live run.
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05
Watch it land
Each item ends done, already there, skipped with the reason, or failed in Salesforce's own words.
The Einstein Trust Layer, beside you the whole way.
The AI that reads your request and explains each step thinks through the Einstein Trust Layer, so every prompt stays grounded and masked, and the model keeps nothing. Your Agentforce agent can answer questions about the move, too.
Which dashboard should live in Salesforce first?
Pick one. We'll ground its data in Data 360, plan the move with you and rehearse it, and it goes live only when you say so.