See how Salesforce uses Data 360 to govern Tableau Next through two real-world examples. Learn to build a “deny-by-default” front door using row-level policies that empower trusted, secure AI agents.
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Community Speaker
Reserved Seating
Video On Demand
The Customer Zero Blueprint: Securing Data for Tableau Next
, Product Management Director, Salesforce
, Senior Architect, Salesforce
, GS&S Data Analyst, Salesforce
Role: Administrator
Product: Tableau, Data 360
Session Level: Intermediate
Session Type: Breakout
- Tuesday, May 51:30 PM - 2:10 PM PDT(8:30 PM - 9:10 PM GMT)Stage 5 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: This session provided an in-depth exploration of Salesforce’s Data Cloud and its robust data governance capabilities, emphasizing the importance of transitioning from day zero (allow-all access) to day one (deny-by-default access) policies. Demonstrations showcased how tagging at the domain, object, and field level within Data Cloud enables fine-grained control over data access, ensuring compliance with security standards and privacy regulations. Tableau was highlighted as an integral tool for visualizing and analyzing data while enforcing governance policies, with examples of restricted data access based on user roles and permissions. Attendees learned how these governance strategies, combined with centralized policy management and seamless integration across Salesforce products, empower organizations to protect sensitive data and enforce the principle of least privilege and deny-by-default effectively and efficiently at scale.
Key Takeaways:
• Implementing a day one deny-by-default policy at the outset ensures stronger data governance and avoids the complexities of retroactively addressing security gaps.
• Tagging data objects and fields in Data Cloud simplifies governance and enables seamless propagation of policies across connected Salesforce environments, reducing duplication of effort.
• Salesforce's integration of Tableau with Data Cloud enforces data governance at the source level, ensuring restricted data remains secure while enabling tailored access for over 100 users in real-time production environments.
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