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Monday, July 20, 2020

Salesforce Einstein Analytics

  • Salesforce Einstein Analytics is a cloud-based analytics tool offered by Salesforce. The data is stored on its own platform (not the Salesforce platform), but being a Salesforce product, it is integrated well with the main Salesforce platform.
  • Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment. Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day. exploration




Why do I need Einstein Analytics?

The first question in your mind will be why we need Einstein Analytics because you already had a report and dashboard in Salesforce.  As you know, Einstein is useful for the visualization of data Although the Salesforce platform offers amazing reporting capabilities in comparison to the rest of the CRM market, it is not designed to analyze complex and large data. That’s where Einstein Analytics comes in – with these data manipulation and visualization capabilities, you can explore large and complex datasets quickly and easily (explore being the keyword here!). Here is some example which will help you to explain Einstein analytics:
  1. If you are a Salesforce admin or reporting analyst, you must be familiar with all limitations of Salesforce reporting and dashboards, such as a maximum of four objects relationships for a report type – or to build a dashboard, you need to create reports that use the same data source. These limitations pretty much disappear when using Einstein Analytics; instead, you can build this advanced logic into the dataflow.
  2. Conversational Explorer helps end-user to display the result with some keywords  
  3. Einstein Analytics can be used to monitor production health checkups. With the help of Event Monitoring, you can monitor different security aspects as below. Please refer my Event Monitoring article for more details
    1. Logins and logouts
    2. Report exports
    3. Apex executions
    4. Knowledge article views
    5. Lightning page interactions
    6. API Consumed

Einstein Analytics Pricing

If you are using Sales Cloud, Service Cloud, or any other Salesforce product, you still need to purchase for Einstein Analytics. Currently, there are 3 types of Einstein Analytics license based on the features supported:

  1. Einstein Predictions ($75 USD/user/month)

  2. Einstein Analytics Growth ($125 USD/user/month)

  3. Einstein Analytics Plus ($150 USD/user/month)

Once you have any one of the permission set Licenses, you need to assign the Permission set. The difference between PSL and Permission set is like


A PSL is like a passport. It grants you the right to travel, but you can't visit the great land of Analytics without the right visa. A permission set is like a visa. You can get a 3-day tourist visa, a work visa, and so on, each of which lets you do certain things. To do everything you want to do, you need both a passport and a visa, which is why you assign each user at least one PSL and one permission set. For event monitoring, you must have below two permission set:

Standard Permission Set

User for

Event Monitoring Analytics Admin

Users who create and customize Event Monitoring Analytics apps and data flows

Event Monitoring Analytics User

Users who view Event Monitoring Analytics apps

Access Einstein Analytics from Salesforce

Once you have purchase Einstein analytic, you can quickly go-to a quick search in setup and enable the Einstein Analytics in the Analytics section, which will create a set of permission set bases on your license. Assign these permission set to yourself. Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher).


How does Einstein Analytics get the Data?

As data can be in salesforce or outside salesforce so there are multiple options for loading data into Einstein Analytics – directly from Salesforce objects, a Salesforce report, by manually loading data from a CSV file, or External data sources, including other Salesforce Orgs.
You have the option to enable or disable data sync between Salesforce and Einstein Analytics, this sync is only for objects and fields used Einstein Analytics; however, to fetch external data, you must enable sync. When the sync is enabled, data use in Einstein Analytics will be sync from Salesforce – not all Salesforce data.

Einstein Analytics Components

There are below components of Einstein Analytics:


  1. App 
    • You can treat an app like a folder, but an app can store multiple items, such as dataset, lens, and dashboards. 
    • There are few inbuild apps and you can also create your own app which you can share to a different user, group, and role with different permission like the viewer, editor, and manager. 
    • Apps organize data projects, run presentations directly from dashboards, and control asset sharing.
      1. My Private App-This app is visible to you and only you. You can’t share My Private App with anyone. It’s a good place to store assets with sensitive data or work-in-progress dashboards that you aren’t ready to show others.
      2. Shared App-This app is the opposite of My Private App. The Shared App is accessible by anyone in your org who has access to Einstein Analytics. Although it’s accessible by everyone, you can still ensure stricter security on datasets through row-level security
  2. Lenses
    • A lens is a visualization of data in a dataset. 
    • You use the lens to explore data graphically and to build queries for a dashboard. 
    • A lens is similar to a Salesforce report that sits behind a dashboard – but, the difference is that in Einstein Analytics, a dashboard does not use a Lens as the data source. The dashboard widget can be explored as a lens by users, it can and stored into an app for future usage, including store into My Private app.
  3. Dashboards
    • A dashboard is a curated set of charts, metrics, and tables that gives you an interactive view of your business data. 
    • You can add lens to the dashboard.
    • A dashboard is an interactive collection of widgets that show query results from your data, whether that data comes from inside or outside Salesforce. 
    • Dashboards tell a multifaceted story about your business from different angles. An Analytic dashboard is like a multi-faceted view of your data. 
    • You can share to a dashboard to other user and can use in presentation mode, you can also see the version history of the dashboard.
  4. Datasets 
    • A dataset is a set of specially formatted source data, optimized for interactive exploration.
    • An Einstein Analytics dataset is a collection of related data that can be viewed in a tabular format. The data can come from many sources, including Salesforce objects, external data sources, and even other datasets.

  5. Dataflow- Dataflow is used to extract data from Salesforce objects. The dataflow is a set of instructions in JavaScript Object Notation (JSON) that runs to extract data and create datasets. These instructions specify which objects and fields you want to extract data from and the names of the datasets you want to create. The dataflow also has other uses, such as joining data together, but for now, we just focus on its extraction skills.

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