Einstein Analytics

Einstein Analytics is a data analytics platform integrated into Salesforce that provides insights and helps businesses make data-driven decisions. With its advanced analytics capabilities, such as machine learning and predictive analytics, it enables organizations to uncover patterns and trends in real-time, leading to informed decision-making. This article will provide a brief overview of Einstein Analytics for Salesforce.


Einstein Analytics has various benefits, all of them pointing towards making your business excel thanks to its many capabilities and advantages.

By providing real-time insights into data, businesses can make informed decisions and stay ahead of the curve. The platform’s interactive dashboards and visualization tools enhance the data visualization process, making it easier to understand and communicate their insights.

Einstein Analytics is equipped with advanced analytic capabilities such as machine learning and predictive analytics, enabling businesses to uncover hidden trends and predict future outcomes. Furthermore, as an integrated part of the Salesforce platform, Einstein Analytics provides seamless access to data from multiple sources, making it a flexible and versatile solution.

Ease of use is a key aspect of Einstein Analytics, with a user-friendly design that makes it possible for businesses of all sizes and levels of data analytics experience to set up and start using the platform quickly. Scalability is also a key feature, as the platform is designed to accommodate the needs of businesses of all sizes and types.

Data security is a top priority in our CRM, and Einstein Analytics provides robust security features to ensure the privacy and security of sensitive data. Additionally, the platform’s automation and machine learning capabilities can help reduce the time and resources required for data analysis, freeing up businesses to focus on other tasks and initiatives.

Enablement of Einstein Analytics

Enabling Einstein Analytics can be a simple and straightforward process for businesses that are already using Salesforce. It is worth mentioning that Einstein Analytics has pricing – ranging from $75 to $200 per user and month. It can be purchased as an add-on to certain licenses or as a standalone product. To know more about pricing, make sure to check the references section.

For businesses that are new to Einstein Analytics, there are several resources available to help with the enablement process. The Einstein Analytics community provides a wealth of information and support, including user forums, training materials, and expert advice. Furthermore, Salesforce offers a range of consulting services to help businesses of all sizes to get the most out of their investment in Einstein Analytics.

These are the steps that should be followed in order to enable Einstein Analytics and take the most out of it:

  • First of all, create an Einstein Analytics account. If you’re already a Salesforce customer, you can create it from within your own org. Otherwise, you will need to sign up for a trial account.
  • Next, connect your data sources. This can be achieved by using Einstein Analytics Data Manager. It provides a range of data connectors for different sources, including Salesforce data, spreadsheets, and databases.

Preparing the Data to be Analyzed

Just after creating your Einstein Analytics account, the data to be analyzed needs to be introduced into your org. Here are a few steps on how to do it:

  • Firstly, prepare your data. This involves connecting your data sources, defining your data schema, and transforming your desired data into a format that is optimized for analytics.
  • Once your data is prepared, you will need to load it into Einstein Analytics. You can use the previously mentioned Einstein Analytics Data Manager.
  • After your data is loaded, you will need to model it – by defining your data relationships, creating calculated fields, and building your data hierarchy.
  • Now that you have your data modeled in Salesforce, you can start building your first dashboard. As explained previously, Einstein Analytics provides a range of pre-built dashboards, reports, and analytics to help you get started. You can obviously customize these to fit your specific needs, or you can start from scratch and build a dashboard that is tailored to your data.
  • Once you have created your first dashboard, you can share your insights with others in your organization. Einstein Analytics provides a range of collaboration and sharing features, including the ability to share dashboards and reports with specific users, groups, or the entire organization.

Creating and Managing Dashboards

As we have just seen, creating and managing dashboards in Einstein Analytics is a crucial step in using the analytics solution to gain insights into your data. Einstein Analytics provides pre-built dashboards along with the ability to build your own custom dashboards, tailored to your specific business requirements. Here are the steps to create and manage dashboards:

  • First of all, choose a dashboard type. As we mentioned above, you can choose to create a custom dashboard or use a pre-built dashboard as a starting point.
  • After selecting your dashboard, it is time to add widgets. Einstein Analytics provides a range of widget types, such as charts, tables, and more, allowing you to represent your data in a variety of ways.
  • Talking about widgets, you’re able to customize them to fit your needs. For instance, you can change the type of chart used to represent your data, or you can add or remove data fields from a table widget.
  • You can arrange and format your dashboard to fit your specific requirements, by adding or removing sections, changing the background color, and more.
  • Finally, once you’re happy with your dashboard, you can save it and share it with others in your organization, thanks to the range of collaboration and sharing features Einstein Analytics provides.

Challenges that can arise when using Einstein Analytics

Einstein Analytics is a powerful and versatile solution for businesses seeking to make data-driven decisions. However, there are several challenges that can arise when using the platform. Here are some of them and strategies for overcoming them:

Data quality: Poor data quality can result in inaccurate insights and flawed decision-making. To overcome this challenge, it is important to ensure that your data is clean, accurate, and up-to-date. You can use the data managing tools that Salesforce provides to clean and standardize your data or, alternatively, work with a data quality expert to ensure your data is of high quality.

Lack of expertise: Although the tool is designed to be user-friendly, it can still be challenging for businesses without a dedicated data analytics team. A possible solution for overcoming this challenge could be investing in training and education for your team, or working with a consulting partner who can provide proper expertise and guidance.

Integration with other systems: Einstein Analytics is most effective when it is integrated with other systems, such as your CRM and marketing automation platforms. However, integrating different systems can be challenging, especially for businesses with complex technology stacks. In order to overcome this challenge, consider working with a Salesforce integration partner who can help streamline the integration process.

Customization: While Einstein Analytics provides pre-built dashboards and reports, businesses may need to create custom reports and dashboards to fit their unique needs. This can be challenging, especially for businesses with limited resources. To overcome this challenge, it could be a good idea to work with a Salesforce consultant, administrator or expert who can help create custom reports and dashboards tailored to your specific business requirements.


Although Einstein Analytics is a powerful and versatile platform that can help businesses of all sizes make data-driven decisions, there are challenges that can arise when using it. However, with the right resources and expertise, businesses can overcome these challenges and reap the many benefits that this incredible Salesforce tool can provide.





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