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Introducing Salesforce Einstein Analytics (Now Tableau CRM)

What Is Salesforce Einstein?

Salesforce Einstein Analytics (Now Tableau) is a powerful data visualization tool that enables businesses to make better decisions by analyzing large data sets. By using it, businesses can gain insights into customer behavior, identify trends, and predict future outcomes. This tool is particularly well-suited for sales and marketing applications. For example, businesses can use Saleforce Einstein Analytics to track customer engagement across channels, understand which marketing campaigns are most effective, and measure the ROI of marketing initiatives. In addition, Einstein can be used to optimize pricing strategies, forecast demand, and assess the impact of changes in the marketplace. As a result, Saleforce Einstein Analytics provides businesses with a comprehensive view of their data, allowing them to make informed decisions that improve bottom-line results.

Einstein makes it easy for businesses to harness the power of AI to improve their sales and marketing efforts, customer service operations, and more. With Einstein, businesses can automatically generate insights from their data and take action based on those insights in real-time. Einstein is constantly learning and evolving, just like a human brain. As more data is fed into the system, Einstein gets smarter and better at delivering accurate predictions and recommendations.

Who Benefits from using Salesforce Einstein?

Salesforce Einstein Analytics is a powerful data visualization tool that enables businesses to make better decisions by analyzing large data sets. With it, you can gain insights into customer behavior, identify trends, and predict future outcomes.

By using Einstein, businesses can improve their sales productivity, close more deals, and better understand their customers. Additionally, it can help businesses save time and money by automating tasks that would otherwise require manual effort. Salesforce Einstein has already helped numerous businesses automate their sales processes and improve their bottom line.

So far, Einstein has been a huge success for Salesforce. The company reports that Einstein has already helped its customers close more deals, resolve cases faster, and get more leads into their pipelines.

Features of Salesforce Einstein (Now Tableau)

  • Einstein Prediction Builder: Customers are now able to build custom AI models around any field that Salesforce currently holds by using a straightforward point-and-click interface to identify what field they want to forecast and which data they want to use.
  • It processes data that would aid in setting priorities and identifying the most opportune circumstances that would in turn, equip sales representative with the necessary details. The system acts as a team’s private eye, introducing new connections and staying up-to-date on industry jargon, while boosting productivity by integrating contacts, emails, and calendars.
  • Einstein Forecasting: With Salesforce Einstein, enterprises can gain a better understanding of their sales operations. It is able to analyze data and predict future trends accurately thanks to clever technology. Businesses can take advantage of trailblazers to compete against rivals and customers. When data is analyzed automatically for prediction purposes, employees can continue working.
  • Predictive Sort: According to the past browsing patterns of e-commerce customers, the products on search and category pages are arranged differently.
  • Einstein Discovery: Data from your CRM can be combined with information from other internal and external sources, such as email marketing campaigns, social media, and your website. The software can analyze data faster than any manual process in order to understand what’s happening with your business and customers.
  • New Order Management: It enables businesses to offer “buy anywhere, fulfill anywhere” scenarios by connecting customer demand with inventory supply by analyzing order and inventory data across stores, warehouses, and dropship providers.
  • Einstein Vision for Social Studio: Consequently, marketers can automate the process of finding and identifying social media photos, even when they have not been acknowledged directly by the user.
  • Community Cloud Einstein: Among these are automated service escalation, articles, themes, suggested experts, and newsfeed insights. As part of the Community Cloud license, users have access to suggested experts, files, and groups, as well as automated escalation of community cases.
  • Einstein Voice: Using Siri, Google Assistant, or Amazon Alexa, your representatives receive daily briefings. As well as a brief rundown of their daily itinerary, they can receive alerts on any new information regarding at-risk customers so they can contact them. Your mobile device may also be used to update contact information or take notes, and Einstein Voice will then provide suggestions based on the information you enter. By using your CRM data, your text-to-speech system is able to provide context for business processes.
  • Analytics Cloud Einstein: Using predictive wave apps, customers can find patterns in any business process. They can analyze their data using automated analytics, and find and articulate insights in their data using smart data discovery. They may analyze their data using automated analytics, and they can find and share insights in their data using smart data discovery.

Plans & Pricing


  • Data Analyzing and Visualization.
  • Various Dashboard implementations.
  • Complex calculations and graphs.
  • Cloud based Interactive GUI.
  • Predictive Analysis.
  • Analytic and Reporting tool.
  • The dashboard data load is very fast, and it has the ability to handle large volumes of Salesforce data.
  • From the dashboard, you can navigate to Salesforce.


  • Integration with additional data sources.
  • Snapshot logic developement.
  • Automatic report bursting.
  • Lacks support when executing complex SQL type Queries.
  • It can not handle very complex data integrations and Logical requests.
  • Integration with additional data sources.


Salesforce Einstein Analytics is a powerful platform that can help you gain insights into your business data. It’s important to understand all of the features and functionality that are available so you can get the most out of the platform. With this guide, you should be able to start using Salesforce Einstein Analytics for your own business needs.

Have you tried out Salesforce Einstein Analytics yet? What has been your experience? Let us know in the comments below.

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