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Learn About Einstein Analytics Setup



Einstein Analytics has a new name. Say “Hello,” to Tableau CRM. Everything about how it works stays the same. Tableau CRM offers the best experience for native analytics inside Salesforce CRM products. It continues to combine artificial intelligence (AI) and business intelligence (BI), and Einstein Discovery continues to have tight integration with the platform. You’ll see the old name in a few places as we work through the updates.

Learning Objectives

After completing this unit, you’ll be able to:
  • Explain what Einstein Analytics is and why it has its own setup.
  • Sign up for a Einstein Analytics-enabled Developer Edition org.

The Impossible Takes a Little Longer

As the Salesforce admin for DTC Electronics, you’re used to getting oddball, out-of-left-field requests, but this one takes the prize. Your boss, the VP of IT, comes into your office after attending the annual exec strategy retreat. She tells you how excited she is about Einstein Analytics, an application built on top of Salesforce.

“The whole company’s moving to Einstein Analytics for business intelligence, and it’s going to change everything overnight!” she says. Not only is Einstein Analytics going to make analytics easier for the line-of-business managers, it’s going to boost DTC’s competitive position in the market. “We’re going to understand our customer better than ever—and our managers are going to be able to make data-driven decisions a lot faster.”

She asks you to get the whole company set up to use Einstein Analytics by next Monday. Since it’s already Thursday, you remind her that the difficult takes time, and the impossible takes a little longer. You ask if you can have until Wednesday to get the job done.

She agrees that the extra time is reasonable, but as she leaves your office, you shake your head. What did you just sign up for?

Trailhead to the Rescue

Never fear: We’re here to help. In this module, we take you through setting up Einstein Analytics for your org. You discover that, while you have to be aware of a few nonintuitive things along the way, generally setting up Einstein Analytics is straightforward. You just have to take it one step at time. And once you know how, you can do it again, quickly, for new users and new projects.

Keep in mind how important what you’re doing is for the rest of the company. Your setup work is the first step in DTC’s adoption of the Einstein Analytics platform and apps. Once you’re done, you and other Salesforce admins at DTC can:

  • Import DTC’s Salesforce and external data into Einstein Analytics so you can analyze it all at once.
  • Build dashboards that provide cool visualizations based on that data.
  • Explore data using Einstein Analytics dashboards to answer questions about your business, and discover answers to questions you didn’t know you had.

In the end, the VP is excited, and the rest of the company is hugely grateful. Einstein Analytics visualizations and the easy-to-use interface can make them quickly forget any tool they’ve used for analytics before. In Einstein Analytics, users do work themselves, rather than waiting for an analyst! It’s self-service analytics. Your users can get their work done faster and more intelligently, based on the data-driven insights they get from Einstein Analytics.

Try Einstein Analytics with a Developer Edition Org

If you haven’t already signed up for the free Einstein Analytics-enabled Developer Edition org, do so now. This org is a safe environment where you can practice the skills you’re learning. You definitely need one as you work through this Trailhead module. You can sign up here:

For more detailed information about this org and how to sign up, see the “Kick Off the Data Journey” unit in the Einstein Analytics Data Integration Basics module.



For this trail, you can’t use an existing Developer Edition org or a Trailhead Playground org. You have to use a special Einstein Analytics-enabled Developer Edition org instead. This org comes with a limited Einstein Analytics Platform license and contains sample data required for this Einstein Analytics trail.