Configure Einstein Discovery Integration

Beginning March, 2021, Tableau Online supports integration with Einstein Discovery, making Einstein Discovery predictions available to authors and viewers of dashboards. Starting in version 2021.2.0, Einstein Discovery predictions is also now available when authoring flows on the web.

Einstein Discovery in Tableau is powered by salesforce.com(Link opens in a new window). Consult your agreement with salesforce.com(Link opens in a new window) for applicable terms.

For details on how to use Einstein Discovery predictions in Tableau, including licensing and permission requirements, see Integrate Einstein Discovery Predictions in Tableau(Link opens in a new window) in the Tableau Desktop and Web Authoring Help. For information about adding predictions in flows, see Add Einstein Discovery Predictions to your flow(Link opens in a new window).

Einstein Discovery dashboard extension

The Einstein Discovery dashboard extension allow workbook authors to surface real-time predictions in Tableau. The dashboard extension delivers predictions interactively, on-demand, using source data in a Tableau workbook and an Einstein Discovery-powered model deployed in Salesforce.

By default Tableau Online site configuration allows saved OAuth access tokens, so the only step necessary is to configure Cross-Origin Resource Sharing (CORS) in the Salesforce org that hosts Einstein Discovery. This requires permissions in the Salesforce org. For details on necessary licenses and permissions, see Requirements for access - Einstein Discovery(Link opens in a new window). For details on configuring CORS in Salesforce, see Configure CORS in Salesforce.com for Einstein Discover Integration in Tableau Online.

Einstein Discovery analytics extension

The Einstein Discovery analytics extension gives your users the ability to embed predictions directly in Tableau calculated fields. A table calc script requests predictions from a model deployed in Salesforce by passing its associated prediction ID and input data that the model requires. Use Model Manager in Salesforce to auto-generate a Tableau table calculation script, and then paste that script into a calculated field for use in a Tableau workbook.

By default Tableau Online site configuration allows saved OAuth access tokens, so the only step necessary is to configure Cross-Origin Resource Sharing (CORS) in the Salesforce org that hosts Einstein Discovery. This requires administrator permissions in the Salesforce org. For details, see Configure CORS in Salesforce.com for Einstein Discover Integration in Tableau Online.

Einstein Discovery Tableau Prep extension

Supported in Tableau Server and Tableau Online starting in version 2021.2.0

The Einstein Discovery Tableau Prep extension enables users to embed Einstein predictions directly in their flows when authoring flows on the web.

By default, Tableau Online site configuration allows saved OAuth access tokens, so the only step necessary is to enable Tableau Prep Extensions for the server. This requires administrator permissions in the Salesforce org. For details, see Enable Tableau Prep Extensions(Link opens in a new window).

 

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