Salesforce Consultant Tableau-CRM-and-Einstein-Discovery-Consultant Book

Salesforce Tableau CRM (formerly Einstein Analytics) provides specific prebuilt permission sets that allow various levels of access and capabilities within the platform. The two prebuilt permission sets that are relevant here are:

• Einstein Analytics Platform Admin: This permission set grants administrative privileges within Einstein Analytics, allowing users to manage users, permissions, and overall platform settings.
• Einstein Analytics Platform User: This permission set enables users to access and use Einstein Analytics for data exploration and dashboard creation, but without the administrative privileges.

These permission sets are designed to simplify user management by providing role-based access controls that can be easily assigned to different users depending on their needs within the platform. Reference: Salesforce Documentation - Einstein Analytics Permission Sets

Creating a regression timeseries in Salesforce Tableau CRM involves the use of the SAQL (Salesforce Analytics Query Language). Specifically, the timeseries function is used within SAQL to model and forecast data points across time. Here are the required steps:

• Partition: This argument in the timeseries function specifies how the data should be grouped. In most cases, this will be based on a time dimension such as date or month.
• Seasonality: Setting this parameter to 12 is typical for capturing yearly patterns and trends in the data.

Data that has already been loaded into Einstein Analytics as datasets can be utilized directly in Einstein Discovery without requiring a separate load process. This integration within the Salesforce platform allows seamless transition of data from analytics to discovery, facilitating a streamlined workflow for data analysis and enhanced decision-making. Therefore, Danielle can use existing datasets in Einstein Analytics for her analysis in Einstein Discovery without needing additional permissions or import steps. Reference: Salesforce Help - Using Data in Einstein Discovery

To delete activities in Dataset A related to users in Dataset B, the consultant can use a combination of dataflow transformations: "augment" and "filter." First, augment Dataset A with Dataset B using "userID" to combine the datasets based on user association. Then, apply a filter to retain only those records in Dataset A that do not have a corresponding entry in Dataset B.