Free Tableau-CRM-and-Einstein-Discovery-Consultant Salesforce Updates

Assign the Editor role to the user.

Assign the Viewer role to the user.

Ensure the user has the Use Analytics permission.

Assign the Manager role to the user.

Extract data from the case and account objects using "sfdcDigest" transformation, Q use "append" transformation to add case data with account data, store as a dataset, and then build a dashboard using the generated dataset

Extract data from the case and account objects using an ETL tool, use the ETL tool to y/ Q join account and case data, and then upload the data to Einstein Analytics. Build a dashboard using the ETL generated dataset

Extract data from the case and account objects using "sfdcDigest" transformation, y/ Q use "augment" transformation to add case data with account data, store as a dataset, and then build a dashboard using the generated dataset

Extract data from the case and account objects using "dataloader", create a CSV file Q with account and case data, and then upload the CSV as a dataset to Einstein Analytics. Build a dashboard using that dataset

Only provide the user with the level of detail they need to see, with the option to drill down deeper into more details.

Utilize the latest templates for the most modern look and feel.

Intentionally omit specific details so that users can do ad-hoc exploration if needed for root-cause analysis.

Implement strict security predicates to minimize the amount of information displayed to users.

In SAQL, use the timeseries function with the following arguments: Partition (the group_by piece), Seasonality (set to 12 to get yearly seasonality).