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Tableau Next on Salesforce

Stop Reporting. Start Knowing.

Agentic analytics for healthcare and life sciences built natively on Salesforce. Proactive insights. Conversational intelligence. Connected to action.

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[ what it is ]
[ what it is ]

Not a BI tool.

Something better.

Tableau Next is Salesforce’s agentic analytics platform. It replaces static reports and reactive dashboards with AI agents that proactively surface insights, answer questions conversationally, and trigger actions right inside Salesforce.
For HLS organizations, that means your patient services teams, payer operations analysts, and med device sales leaders get the insights they need inside the workflows they already use. No separate tool. No data exports. No waiting for a report to run.
What Changed, and Why It Matters
[ the shift ]

From traditional BI to agentic analytics

Before: Traditional BI

  • Manual data prep: hours of cleanup before any analysis
  • Human-driven insights: someone has to pull the report
  • Disjointed actions: insight and execution in different tools
  • Stale reports: by the time you see it, the moment has passed
  • Siloed data: no single version of truth

After: Tableau Next Agentic Analytics

  • Automated data prep: AI handles the heavy lifting
  • AI-augmented insights: surfaced proactively before you ask
  • Seamless actionability: insight and action in one platform
  • Real-time analytics: live data inside your business workflows
  • Unified semantics: one trusted data model for the whole org
[ platform ]

What's inside Tableau Next

What's inside 
Tableau Next

Five connected capabilities, built on the Agentforce platform. All native to Salesforce.

Concierge

An AI agent that understands your business context and answers analytics questions conversationally. It delivers insight with visualization — not just data. Ask about pipeline health, patient adherence rates, or member satisfaction in plain language.

Data Pro

Automates data preparation across Salesforce and external sources. Reduces the time your analysts spend wrangling data and puts that time into generating insight. Critical for HLS organizations with complex multi-system environments.

Inspector

Monitors analytics assets, flags data quality issues, and helps you maintain trusted dashboards at scale. Critical for regulated HLS environments where data integrity has compliance implications.

Tableau Marketplace

Pre-built analytics apps for sales, service, marketing, and HLS verticals. Get to value fast without building from scratch. Our HLS accelerators are built to run here on day one.

Semantic Layer

A unified, trusted data model that ensures everyone works from the same definitions, metrics, and calculations. Reduces errors. Increases confidence. Essential for organizations where reporting integrity is non-negotiable.

Built on Agentforce 360

Every component is native to Salesforce, fully integrated with Agentforce, CRM Analytics, Data Cloud, and Slack. No third-party integrations required. No data leaving your org.
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[ by vertical ]

Built for how HLS organizations actually work 

Every use case below is grounded in the workflows Wilco Source has implemented for over a decade.
Life Sciences Icon-Orange

Life Sciences: Patient Services

Enrollment and adherence dashboards that update in real time giving program directors live visibility across the patient journey.
Prior authorization cycle time analysis with AI-driven identification of which payers, diagnoses, or therapeutic areas are causing delays.
Patient risk scoring surfaced proactively inside case manager workflows, flagging at-risk patients before they discontinue therapy.
REMS compliance monitoring with automated alerts when enrollment gaps or dispensing anomalies appear.
Financial assistance utilization tracking showing which eligible patients have not enrolled in support programs.
Program ROI reporting that connects outcomes data to brand and access team dashboards in a single view.

View all Life Sciences solutions

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Payer Operations

Member satisfaction and CAHPS trend analysis surfaced inside member services workflows before issues affect Star ratings.
Provider performance benchmarking that gives provider relations teams data-driven conversation starters in every engagement.
Utilization management pattern analysis identifying high-cost case categories, authorization denial trends, and appeals rates.
Compliance and audit readiness dashboards giving compliance teams real-time visibility into regulatory reporting metrics across regions.
Care coordination effectiveness reporting that connects outreach activity to member outcomes, showing which interventions are working.
Network adequacy and provider data quality monitoring, surfacing gaps before they become compliance issues.

View all Payer solutions

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Med Devices Icon-Orange

Medical Devices — Commercial

AI-driven sales forecasting surfaced inside Sales Cloud, incorporating deal stage, historical win rates, and rep activity into a real-time forecast.
Territory performance benchmarking that helps managers identify which reps are outperforming and what behaviors are driving results.
Field inventory and asset analytics connected to field service data, giving operations real-time visibility into stock levels and utilization rates.
Account health scoring that surfaces accounts at risk of competitive displacement or contract non-renewal before the loss happens.
Revenue optimization analysis that identifies pricing trends, discount patterns, and margin performance across product lines and geographies.
Product mix and market penetration analysis for regional leaders managing quota attainment across multiple product lines.

View all Med Device solutions

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[ why wilco source ]

We know HLS. We know Salesforce.

We make Tableau Next work for both. 

Tableau Next deployed on a generic Salesforce org is a dashboard. Deployed on an HLS-optimized org by a team that understands your workflows, regulations, and data it’s a competitive advantage.