What We’re Excited About With the Launch of Einstein Discovery in Tableau

This post originally appeared on the Atrium blog. Authored by Gaurav Sinha.

As data volumes continue to increase, getting insights in a meaningful way is the new norm. With that, Tableau CRM is leading the charge. Embedded discovery and insights in Tableau CRM help Salesforce users to understand data trends and key customer insights.

Tableau CRM is already built with deep, native integration across the Salesforce platform. It helps to combine internal data and external data, and provides users with a more intelligent experience. This combined data set can then be used to either perform visualization to provide insights to the end-user, or it can be used to create amazing models to derive insights that help their business users go from insight to action — right within their CRM workflow.

Now that functionality is available out of the box to Tableau users as well. In the past, the missing piece of the puzzle has been predictive insights in Tableau. But with Salesforce’s recent launch of Einstein Discovery in Tableau, this puzzle will be solved.

Salesforce Spring ’21 Release Notes: Einstein Discovery Connector

The Prediction Prescription Without the Administrative Burden

The integration will work by connecting directly to Tableau CRM. The integration is based on the same API as TabPy (analytics extensions API), though TabPy is just an implementation of that API. Einstein Discovery has also implemented the API, enabling direct connections between Tableau and Einstein without requiring any middle layer, such as Python.

Use Cases

  • Filters can be added based on the prediction field to showcase specific records.
  • Required fields are generated automatically in Einstein Discovery.

Atrium’s Machine Learning Model Broker Service, Launched Last Year

This architecture helped customers to unify data sources and get predictions from anywhere — and the model part and the visualization part of the architecture could be totally different. We created it to help businesses unlock the full value of their machine learning models on CRM. Now that Einstein Discovery in Tableau has arrived, businesses can get the benefit of a seamless integration between the tools — no custom solution required.

A New Tableau Extension

Looking Ahead With Einstein Discovery in Tableau

At Atrium, we have worked with clients in the past to deploy both the native functionality as well as develop custom connectors, which have as reusable assets, and allowed additional fields and insights to be brought into your Tableau solution. Today, Einstein Discovery in Tableau is a great path forward for your specific predictive and visualization needs.

Learn more about Atrium’s analytics, AI, and machine learning services.

As the market leader in intelligent solutions, we help organizations make smarter decisions and act on them. Learn more at atrium.ai

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store