Step by Step Guide to getting started with Tableau Classic

If you are brand new to Tableau Classic as a Salesforce Partner, follow the steps below to get started on your journey.

Step 1 - Join Our Collaboration Groups

The Data Fam is always eager to welcome new members. There are a number of ways you can join the conversation.

Join the Tableau for Partners Chatter group
Join our #partner-tableau-troubleshooting Slack channel via this Google form.
Join Tableau Community's Slack group

Step 2 - Learn the Basics of Tableau Classic

Tableau Cloud, Server, and Desktop as well as associated products, like Tableau Prep, make up the core component of what we are referring to as "Tableau Classic." There are many excellent resources to help you get started.

Become a Data-Driven Team using Tableau - (Free) Get started with free data literacy and Tableau training
Learn Tableau - (Free) Leverage training and enablement provided on Tableau.com
Tableau eLearning - (Paid) Guided instructional materials for a variety of roles.

Need access? Request a Tableau NFR (demo) org via your partner benefits or get free, instant access via Tableau Public Desktop.

Step 3 - Get Certified on Tableau

Tableau offers 5 distinct certifications for every level of skill. We recommend partners aim for Tableau Certified Data Analyst or higher.

Step 4 - Continue Learning

We offer continuous enablement for Tableau Classic via our Partner Enablement Events calendar. Recordings of past sessions can be found on our archive of past events.

Partner Pocket Guide

Partner
Pocket Guide

Tableau Cloud and Server

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Tableau Classic as a Salesforce Partner.

Overview Use Cases Enablement Collaboration

Org Access Resources

Overview Use Cases Enablement

Collaboration Org Access

Resources

Overview

Tableau is a visual analytics platform transforming the way we use data to solve problems—empowering people and organizations to make the most of their data. Everything we do is driven by our mission to help people see and understand data, which is why our products are designed to put the user first—whether they’re an analyst, data scientist, student, teacher, executive, or business user. From connection through collaboration, Tableau is the most powerful, secure, and flexible end-to-end analytics platform.

Visit Tableau.com to learn more.

Enablement

Get started with these Tableau Classic Partner enablement tools.

Enablement

Events

Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

Visit Events Site

Enablement

Learn Tableau

Use data to drive better business outcomes with data management, data governance, data visualization tools, data storytelling, and collaboration.

Visit Trailhead

Enablement

Tableau Desktop Specialist

This exam is for those who have foundational skills and understanding of Tableau Desktop and at least three months of applying this understanding in the product. Be sure to review the details of the full Tableau Desktop Specialist Exam Prep Guide before registering. There are no required prerequisites for this exam.

Learn About Exam

Enablement

Tableau Certified Data Analyst

A Tableau Data Analyst enables stakeholders to make business decisions by understanding the business problem, identifying data to explore for analysis, and delivering actionable insights. Be sure to review the full details of the Tableau Certified Data Analyst Exam Prep Guide before registering. There are no required prerequisites for this exam.

Learn About Exam

Enablement

Tableau Server Certified Associate

This exam is for those who have a comprehensive understanding of Tableau Server functionality in a single-machine environment and approximately 4-6 months of experience. Typical roles include System Administrator or Consultant. Read the full details of the Exam Guide before registering. There are no required prerequisites for this exam.

Learn About Exam

Enablement

Tableau Certified Consultant

A Tableau Certified Consultant engages with customers to lead the design of an analytics solution within the Tableau platform and can handle complex performance issues independently. Be sure to review the full Tableau Certified Consultant Exam Guide before registering.

Learn About Exam

Enablement

Tableau Certified Architect

A Tableau Certified Architect engages with customers to lead the design of a Tableau Server deployment or a Tableau Cloud migration and is highly skilled in monitoring and maintaining a scalable Tableau platform. Be sure to review the full Tableau Certified Architect Exam Guide before registering.

Learn About Exam

Collaboration

Get involved with these Tableau Classic Partner enablement collaboration channels.

Collaboration

Partner Community

Join the offical Salesforce Tableau group on Partner Community and join Trailblazers from around the world.

Visit Partner Community

Collaboration

Slack

Get assistance with Tableau and Tableau Next questions in our Slack community.

Collaboration

Tableau Community

Join the Tableau Community to learn and share knowledge with global Tableau Users.

Demo Org Access

Where do I get access to a Tableau Classic Demo / Developer org?

A full breakdown of the steps for obtaining a Tableau NFR (demo) org can be found here in Partner Community.

Resources

Resource	Description	Added/Updated
FAQ	A collection of frequently asked questions.	June 2025
Partner GTM App	Access marketing materials for all of Salesforce products to help you go to market faster.	June 2025
Technical Learning Journey	Get started or keep going with your Tableau learning journey.	June 2025
Customer Stories	Access powerful customer stories by region, industry, and department to help your clients see the power of Tableau.	May 2025
Tableau Next	Learn about Tableau Next, agentic analytics built natively in Salesforce on top of Data Cloud.	May 2025
Prior Enablement Sessions	An archive of our prior enablement session recordings and slide decks for just in time enablement.	May 2025
Tableau Agent Pocket Guide	Learn about Tableau Agent, a tool to help analytsts work more efficiently inside Tableau Classic products (Tableau Desktop, Tableau Cloud, Tableau Prep)	May 2025
Tableau Cloud Manager (TCM) Pocket Guide	Learn about Tableau Cloud Manager, a tool to help manage Tableau Sites on Tableau Cloud	May 2025
Tableau Cloud Migration Resources Pocket Guide	Learn more about how to guide customers in their Tableau Server to Tableau Cloud Migrations	May 2025
Tableau Embedded Analytics Pocket Guide	Learn how to leverage Tableau inside of other products via Tableau Embedded	May 2025
Tableau Pulse Pocket Guide	Learn more about Tableau Pulse, simple business-focused metrics that users can use to track the health of their business.	May 2025
Tableau Server Health Check Pocket Guide	Learn more about how to monitor the health of Tableau Server	May 2025

Have feedback or run into an issue? Click here to let us know.

Getting Started

Step by Step Guide to getting started with Tableau Classic

Step 1 - Join Our Collaboration Groups

Step 2 - Learn the Basics of Tableau Classic

Step 3 - Get Certified on Tableau

Step 4 - Continue Learning

Partner Pocket Guide

PartnerPocket Guide

Tableau Cloud and Server

Tableau Cloud and Server

Overview

Enablement

Events

Learn Tableau

Tableau Desktop Specialist

Tableau Certified Data Analyst

Tableau Server Certified Associate

Tableau Certified Consultant

Tableau Certified Architect

Collaboration

Partner Community

Slack

Tableau Community

Demo Org Access

Tableau Cloud NFR Orgs

Resources

Partner
Pocket Guide