You are here:
Prerequisites for Einstein Discovery in Tableau
Einstein Discovery in Tableau is supported in Tableau version 21.1 or later. Integration requires the appropriate license and user account setup.
License Requirements and Scope
To access Einstein Discovery functionality in Tableau, one of the following licenses must be provisioned in your Salesforce org.
| License | Enables You To |
|---|---|
| Einstein Discovery in Tableau license | get predictions |
|
|
These licenses are available for an extra cost. To learn more, see License and Permissions Requirements for Einstein Discovery.
Salesforce User Accounts
You need a Salesforce account that is configured to access Einstein Discovery.
Einstein Discovery in Tableau License
If you use the Einstein Discovery in Tableau license, then your user account must have the View Einstein Discovery Recommendations Via Connect API system permission assigned to it.
CRM Analytics Plus license or Einstein Predictions License
If you use either the CRM Analytics Plus license or Einstein Predictions license:
- To get predictions using already deployed Einstein Discovery predictions, the account must have the View Einstein Discovery Recommendations system permission assigned to it.
- To build, deploy, and manage predictions in Einstein Discovery, the account must have one of the following permissions assigned to it: Manage Einstein Discovery, Create and Update Einstein Discovery Models, or Can Deploy and Manage Einstein Discovery Predictions.
For Salesforce user account configuration instructions, see Set Up Einstein Discovery.
Tableau User Accounts
For setup instructions, see your Tableau documentation.
