Complete Tableau-CRM-and-Einstein-Discovery-Consultant Salesforce Materials

alesforce Tableau CRM uses two internal users—Integration User and Security User—to manage access to Salesforce data for analytics purposes. The Integration User is used to extract data from Salesforce objects and fields during dataflow jobs, ensuring that data movements are secure and compliant with the organization's access policies. The Security User's permissions are employed when querying datasets with row-level security based on the User object, allowing for secure and appropriate data access based on user roles and permissions.

Before users can access Tableau CRM (Einstein Analytics), they must be assigned specific permissions. These include: A. An Analytics permission set license (PSL), which grants the user the license to use Analytics. B. A permission set configured with Analytics user permissions, which detail what aspects of Analytics the user can access. This setup ensures that both the licensing and access rights are correctly aligned to user roles and needs within the organization. It is essential to configure both aspects to enable functional and compliant use of the platform. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_security.htm &type=5

Creating an Einstein Discovery story begins with selecting a dataset in Tableau CRM. Users can navigate to the desired dataset and initiate the story creation process by selecting the "Create Story" option. This feature allows users to explore data automatically, uncovering patterns and predictive insights that help in making data-driven decisions. The process does not involve copying texts or uploading presentations but rather utilizes the existing datasets to generate meaningful and actionable insights. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_edd_create_story.htm &type=5

To enable Analytics for Communities in Tableau CRM, you need specific prerequisites:

• License Requirements: A Customer Community Plus or Partner Community license is necessary, enabling more extensive CRM functionalities for community members.
• Permission Set License: Community members must be assigned the Analytics for Communities permission set license. This setup ensures that community users have the appropriate access to use and benefit from Analytics features within their community environments.