Salesforce Consultant Changed Tableau-CRM-and-Einstein-Discovery-Consultant Questions

To enable Analytics for Communities in Tableau CRM, you need specific prerequisites:

• License Requirements: A Customer Community Plus or Partner Community license is necessary, enabling more extensive CRM functionalities for community members.
• Permission Set License: Community members must be assigned the Analytics for Communities permission set license. This setup ensures that community users have the appropriate access to use and benefit from Analytics features within their community environments.

Within Salesforce, permissions for permission sets are specifically designed to grant access to various features and functionalities. "Access Sales Cloud Analytics Templates and Apps" is a valid permission which enables users to access predefined templates and apps that are specific to Sales Cloud within Tableau CRM. This permission is crucial for users who need to utilize advanced analytical capabilities provided by Sales Cloud analytics solutions, including the use of specialized dashboards and data models designed to enhance sales performance and insights. Reference: &type=5

In Salesforce Tableau CRM (Einstein Discovery), one of the straightforward ways to get data into Einstein Discovery for analysis is by using an Einstein Analytics dataset. These datasets can be directly used to create stories in Einstein Discovery, allowing for deep analysis and predictive modeling based on the data already collected and structured within the Salesforce environment. This method leverages the integrated nature of Salesforce products to provide a cohesive and efficient analytics experience. Reference: Salesforce Help - Data Preparation for Einstein Discovery