Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher). But first, users need the license! Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set.
How do I get started with Einstein Analytics in Salesforce?
From the Back Cover
- Use data from Salesforce and external sources.
- Create a dataflow to build a flexible dataset.
- Build dashboards using Einstein Analytics.
- Explore and analyze data using Einstein Analytics.
- Utilize SAQL and binding to create advance dashboards.
How do I access Salesforce Analytics?
Users with Sales Analytics User and Editor or Manager access to the app can create, edit, and delete app assets. First, enable Analytics. In Salesforce Setup, enter Analytics in the QuickFind (search) field, then click Getting Started. Click Enable Analytics.
How do I grant access to Einstein Analytics in Salesforce?
First, enable Analytics. In Salesforce Setup, enter Analytics in the QuickFind (search) field, then click Getting Started. Click Enable Analytics. Now, assign permission sets.
Is Einstein analytics included in Salesforce?
Many organizations like Einstein Analytics because it comes included with the purchase of Event Monitoring, it’s native to Salesforce, and it offers customizable visualization into your data.
Is Einstein Salesforce free?
The AI-powered features available in your Salesforce Edition Here are the Einstein features that are included for free in each of our products.
What is the difference between Einstein and Tableau?
Both tools give organizations the ability to understand their data better and have a lot of similar capabilities. While users primarily take advantage of Einstein Analytics for their CRM-centric analytics needs, Tableau is able to tackle a broader range of data.
What is Einstein Analytics in Salesforce?
Einstein Analytics is a cloud-based platform designed for any member of your team to get instant insights on any device. Quickly query and explore data across your systems to get exactly the information you need without being stuck in prebuilt reports.
How do I enable Einstein activity capture in Salesforce?
Enable or Disable Einstein Activity Capture
- From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings.
- Click the Settings tab.
- Turn on or turn off Einstein Activity Capture.
Which permission gives you view only access to Einstein Analytics?
The Tableau CRM Plus User permission set provides single-user access to read-only features enabled by the Tableau CRM Plus or Einstein Predictions license.
How do I set up my Einstein license?
Assign Einstein Activity Capture Standard to Sales Cloud Users
- From Setup, enter Permission Sets in the Quick Find. Then, select Permission Sets.
- Click the Standard Einstein Activity Capture permission set.
- Click Manage Assignments and assign the permission set to up to 100 users.
Why we use Einstein Analytics in Salesforce?
Einstein Analytics is used for data exploration, visualization, and getting insights for business. We can add more functionality to analytics from the app exchange. Salesforce Einstein Analytics gives deeper insights from large and complex data than pre-built reports and dashboards in Salesforce CRM.
When should I use Einstein Salesforce?
Einstein is seamlessly integrated into many Salesforce products. To use it, you don’t have to do any data preparation or manage models. Simply put your data in Salesforce and any features you have that are powered by Einstein will use that data to make you smarter and more predictive about your customers.