Tableau Prep Extensions: Configure Salesforce to create a connected app (Link opens in a new window) for Tableau Server ( basic (Link opens in a new window)).To configure user accounts, see Set Up Einstein Discovery (Link opens in a new window) in Salesforce help. To build, deploy, and manage predictions in Einstein Discovery, the account must have the Manage Einstein Discovery permission assigned to it.To get predictions using already deployed Einstein Discovery models, the account must have the View Einstein Discovery Recommendations system permission assigned to it.If you use either the Tableau CRM Plus license or Einstein Predictions license: If you use the Einstein Discovery in Tableau license, your user account must have the View Einstein Discovery Recommendations Via Connect API system permission assigned to it. These licenses are available for an extra cost.Īccount that is configured to access Einstein Discovery. To configure and use Einstein Discovery predictions in your flow, you need certain licenses, access, and permissions in Salesforce and Tableau. Consult your agreement with (Link opens in a new window) for applicable terms. Note: Einstein Discovery in Tableau is powered by (Link opens in a new window). You can also expand your knowledge with the Gain Insight with Einstein Discovery (Link opens in a new window) trail in Trailhead (Link opens in a new window). It quickly sifts through millions of rows of data to find important correlations, predict outcomes, and suggest ways to improve those predicted outcomes.įor more information about Einstein Discovery, see Getting Started with Discovery (Link opens in a new window), and Explain, Predict, and Take Action with Einstein Discovery (Link opens in a new window) in Salesforce help. What is Einstein Discovery?Įinstein Discovery augments your business intelligence with statistical modeling and supervised machine learning to identify, surface, and visualize insights into your business data. Note: You must have a Salesforce license and user account that is configured to access Einstein Discovery to use this feature. Prior versions restrict you to a single Einstein Discovery server per flow. Starting in version 2021.2, you can sign into multiple Einstein Discovery servers in a single flow to choose the models you need. Each prediction step applies a single prediction model to the flow. If you need to apply multiple models to your data set, you can include multiple prediction steps in your flow. Prediction results are applied at the row-level, helping you dive deep into your analysis in Tableau. Top improvements show suggested actions to take to improve the predicted outcome.įor example, to predict employee retention, you could build a model using historical data (where you already know the outcome) in Einstein Discovery, then apply that model to the data set in your flow and generate the predicted outcome. Top predictors show factors that contributed most significantly to the prediction. You can also add top predictors and top improvements fields to your flow data by selecting these options when applying your model. When applying these models, a new field for predicted outcomes (in the form of probability scores or estimated averages) is automatically added to your flow. Predictions can help you make better informed decisions and take actions to improve your business outcomes. Use Einstein Discovery-powered models to bulk score predictions for the data in your flow. Supported in Tableau Prep Builder version 2021.1.3 and later and on the web in Tableau Cloud and Tableau Server version 2021.2.0 and later.
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