How to get developer access to Einstein capabilities in Tableau

0:00Hey, it's Tim here. In today's video, I'm

0:02going to be talking about Einstein inside

0:04of Tableau.

0:04Now, in the 2021 release, if I actually

0:07just go to the "What's New with Tableau",

0:09you'll see that they spent a lot of time

0:11talking about Einstein. If I just go to

0:13this

0:14release, that was the thing that sort of

0:16got a lot of mindshare. So I've been

0:18spending quite a

0:19bit of time figuring out how on earth do

0:21you get these things to work? How can

0:24someone just play

0:25around with this? How can someone start

0:26using this? And I've discovered over the

0:28last week

0:29that it's actually quite involved. If you

0:31've never sort of heard of Einstein before,

0:34expect this to

0:34be a long journey essentially, because you

0:36're going to have to learn quite a bit about

0:38the

0:38Salesforce platform. And you're also going

0:41to need to have access to the necessary

0:44parts of Tableau

0:45in order to try this. You can't just sort

0:47of switch it on and try it per se. So it's

0:50not as

0:50easy to try as let's say a new feature like

0:52Quick LODs where you can just download the

0:54product,

0:55open it up and try it out. So what I wanted

0:57to do in this video is just cover how do

1:00you get

1:01access to all the things you need in order

1:03just to try these things. And it might be a

1:06long process,

1:06but I thought it was still worthwhile

1:08showing people what you need to do. So the

1:11key features

1:11we're trying to sort of get access is

1:13Einstein Discovery in Tableau, Einstein

1:15Dashboard Extensions

1:16and Einstein in Table Calcs. And in order

1:18to do this, you need to have a certain

1:20level of

1:21prerequisites already set up. Now, if you

1:23go over to this documentation, I'll put a

1:25link in the

1:26description, Tableau actually highlights

1:28what you need. Essentially, you need access

1:30to Salesforce,

1:31a Salesforce license, one of these

1:32particular licenses, and a Salesforce user

1:35account,

1:35that's obvious, and some admin access so

1:38that you can set up the analytical

1:40extensions,

1:41both from the Salesforce side and the Table

1:42au side. So you can see these three things

1:44are

1:45the Salesforce requirements. And if I go

1:47down here, you've got the Tableau license

1:49requirements,

1:50so you're going to need to be a creator or

1:51explorer, you're going to need to have an

1:53account on Tableau online or server where

1:55these things are published. And then you'll

1:57need,

1:57again, admin access to enable the

1:59analytical extensions to work correctly

2:01once you publish

2:02up the workbook to the server. So it's

2:04quite an involved process. Honestly, your

2:07Salesforce admin

2:08and your Tableau server admin are going to

2:09need to collaborate to get through this

2:11thing. And I

2:12hope Tableau put out a resource or maybe

2:14some webinars showing how to do all this

2:16stuff so

2:16that it's really clear and easy. It'll

2:19definitely take me some time to just get my

2:21head around it

2:21and learn it. And so it's not something

2:23that I feel comfortable doing just yet,

2:25because I just

2:25don't know enough about Salesforce to be

2:27able to do that. That said, there is

2:29actually a way that

2:30you can get into all of these things and

2:32try it out. If you're willing to sort of

2:34take this long

2:35journey, then there's a way to do it. Okay,

2:37the first thing you're going to do is go to

2:39this

2:40particular Trailhead. Now Trailhead is the

2:42platform in Salesforce that essentially

2:44trains people up.

2:45Think of it as the Tableau version of e

2:47Learning. If you're a Salesforce user, I'm

2:49sure you've heard

2:49of the Trailblazer program. And you've

2:52definitely used Trailhead in some way or

2:54form. But if you're

2:55just using Tableau and you're new to Sales

2:57force, this is the place to go to learn a

2:59lot about

2:59Salesforce. Now, the cool thing is there is

3:01actually a Trailhead program here that

3:03allows

3:04you to sign up for a Tableau CRM enabled

3:06developer edition. And the key thing here

3:09is a developer

3:09edition will give you access to an entire

3:12Salesforce sort of backend as an admin,

3:15along

3:15with the Tableau CRM enabled on it, which

3:17is the key thing here. I actually had a

3:19Salesforce

3:20developer edition version, but it did not

3:22have Tableau CRM enabled. So I had to

3:25create a new org

3:26just to try the Tableau CRM enabled

3:28capabilities. And then you can go off and

3:31do all the various

3:32things. So follow this guide. It's really,

3:34really easy. Once you're there, once you're

3:36set up,

3:37you get your account and you can see that I

3:39have actually completed this and it valid

3:41ates

3:41that everything is set up. It tells you to

3:43connect your org to Trailhead and then you

3:44can start doing

3:45sort of the exercises. It's part of a

3:47larger Trailhead. So if I go to the quick

3:49start Tableau

3:50CRM, it actually walks you through all the

3:51different things. So you can see here that

3:53I

3:53completed it a few days ago and it just

3:55shows you around the platform and you can

3:58begin to use it.

3:59Now, another thing to know here is this won

4:01't be the only thing you're going to need to

4:03do. You're

4:03going to need to do a bit more over time.

4:05So if you go over here to build and

4:06administer Tableau CRM,

4:08I highly recommend that before you even

4:11start sort of perusing Einstein Analytics,

4:14you really

4:14get familiar with this Trailhead. You can

4:16see that I only made the start on the first

4:18badge here,

4:19but there's actually quite a lot involved.

4:21And this is actually what's known as Table

4:23au CRM. And

4:24this is why I think it's confusing because

4:26this used to be called Einstein Analytics

4:28in the Salesforce

4:29world, but it's been rebranded as Tableau

4:31CRM. But you can actually go through the

4:34entire

4:34sort of Tableau CRM course without opening

4:36Tableau in the first place. Okay. So just

4:40real sort of

4:40mind-maze if you're a Tableau user and you

4:42're trying to get into this. You won't

4:43really find

4:44information about this on the Tableau

4:46website. They'll link you off to Trailhead,

4:48but you need

4:48to sort of get your head around using Sales

4:51force essentially credentials to do

4:54everything. Okay.

4:55Once you've done that, that's only half the

4:57story. What you're going to need is some

4:59access to a

5:00Tableau server or Tableau Online instance.

5:02And that's a little bit more tricky because

5:04essentially

5:04a lot of what's going on here is going to

5:07be you working with the Salesforce. And if

5:10you're using

5:10the Einstein extension, for example, you're

5:13going to need the ability to enable

5:15extensions

5:15capability on your Tableau Online or Table

5:17au server instance. Now, if you're working

5:19on

5:20organization and your server admin has done

5:21this for you, then great. But if you're

5:23just a sole

5:24individual looking to learn, how do you do

5:26that? Well, Tableau have their own version

5:28of the same

5:29thing. They have the Tableau developer

5:31program. And one of the quirks of Tableau

5:33developer program

5:34is that you actually get access to a Table

5:36au Online instance that you can use for

5:38development

5:39purposes. So this is a great way to learn,

5:42build extensions, build a web data

5:44connectors,

5:45and really start to get familiar with how

5:47they work in a server sort of setting. Now,

5:49Tableau Online and Tableau server are two

5:50different products, but the core technology

5:52works across both things. Essentially,

5:55online is hosted by Tableau and server is

5:57hosted by

5:58your own organization in their own data

6:00center, essentially. So you sign up to the

6:04trailhead, you go through this, you fully

6:05understand everything, you work through it,

6:08then you sign up to the Tableau developer

6:09program that gives you an online instance

6:11that you can

6:11start to work with. And then you can

6:13actually start going through the steps and

6:15essentially

6:16making sure everything's in place that you

6:18can then start trying to do it. I highly

6:20encourage

6:21that you go through this building and

6:23administer Tableau CRM setup. It talks

6:25through quite a few

6:26things that you should sort of be familiar

6:28with generally in this space. And the other

6:30thing is

6:31that it will sort of set you up correctly.

6:33There's quite a lot involved when you come

6:35to sort of set

6:36up things like Einstein predictions. So if

6:38you go in through this program, you just go

6:40and search

6:41for the capabilities like Einstein

6:42predictions. Again, there's other trail

6:44heads that will walk

6:45you through that and show you how to do all

6:47of that in a way that works really, really

6:49well. So

6:50I just wanted to do a simple guide because

6:51initially I was super excited about this

6:53and

6:54I managed to, you know, within a couple of

6:56hours, get my way through all of this stuff

6:58and find a

6:59way to get an extension working for

7:00Einstein analytics. But in all honesty, I

7:03realized that

7:03my journey ahead is quite a long one, I'm

7:05going to need to get much, much more

7:07familiar with the

7:08Salesforce ecosystem in order to be able to

7:10really share how these two things work. So

7:12if you're a

7:13Salesforce admin, or you're very familiar

7:15with Salesforce, and you've used Einstein a

7:17lot,

7:17please comment down in the comment below. I

7:19'd love to know your opinion on how you

7:22think Einstein

7:22analytics works for you. If you've used the

7:25inside of Tableau, and potentially if you

7:27don't know

7:28Tableau, but you do know a lot of Sales

7:30force, well, hopefully I can help you get

7:32these two

7:32things working really, really well. So let

7:34me know in the comments if you're that kind

7:36of person,

7:36I'm more than happy to get stuck in and

7:38help. But until then, I'll catch you in the

7:40next video,

7:41I just wanted to do this video just showing

7:43you how you can sort of pot a pat towards

7:45learning

7:45this capability for the future. And

7:47hopefully in the future, I'll be able to

7:48show you something

7:49to set this up. But in all honesty, you

7:52know, Tableau have got a few videos on

7:54Einstein,

7:54but they show finished solutions, they don

7:57't show the sort of intricate setup. And so

7:59that's sort of

8:00my biggest criticism of this feature. We've

8:02seen a lot of polished finished examples,

8:05but we're yet

8:05to see any sort of concrete, tangible

8:08examples of how to set it up. The

8:10documentation on this is

8:11pretty good. It's pretty clear how you work

8:14. But it has a lot of assumed knowledge from

8:17the Salesforce

8:18world. And it doesn't really call out the

8:19fact that you need to go to the Salesforce

8:21platforms

8:22and really get familiar with them. So maybe

8:25it's more being pitched towards Salesforce

8:27users more,

8:28which is probably why I'm not seeing all

8:29the messaging on this. But yeah, that's

8:31that's sort

8:32of the only critique with this particular

8:33feature. It's not a very accessible feature

8:35to get into.

8:36And given that it took up a lot of the mind

8:39share on the new releases, it's sort of, it

8:42's actually

8:42quite inaccessible for most people who've

8:44been using Tableau for a while. But maybe

8:46that's to

8:46be expected with the Salesforce acquisition

8:48of Tableau. Maybe we just have to get

8:49comfortable

8:50with the idea that a lot of the features

8:52coming over the next few years might not be

8:54actually

8:54just for us. There might actually be a time

8:56where a lot of the features are being built

8:58for the

8:59Salesforce ecosystem and existing Sales

9:01force customers, rather than the existing

9:04Tableau

9:04user base. Who knows, a Tableau has an ECEA

9:07, so maybe that direction might change.

9:09Maybe it might

9:10not, who knows. Until the next video, thank

9:17you for watching, and I'll catch you in the

9:23next one.