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.
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