Configure Einstein Discovery Integration

Beginning with version 2021.1.0, Tableau Server supports integration with Einstein Discovery, making Einstein Discovery predictions available to authors and viewers of workbooks and 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.

To integrate Einstein Discovery with Tableau Server, there are several necessary configuration steps, including some in Tableau Server, and some in the Salesforce org running Einstein Discovery. This overview outlines these steps for Dashboard extensions, Analytics extensions, and Tableau Prep extensions, and provides links to specific topics with steps for completing the server configuration.

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 extensions

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.

To configure Tableau Server for the Einstein Discovery dashboard extension you need to do the following:

  1. In Tableau Server:
    1. Enable saved OAuth tokens for data connections and extensions in Tableau Server. Allow Saved Access Tokens
    2. Enable Dashboard extensions for the server. See: Manage Dashboard Extensions in Tableau Server
  2. In Salesforce, in the organization running Einstein Discovery:
    1. Configure CORS in Salesforce.com for Einstein Discover Integration in Tableau Server.
    2. In Salesforce, in the organization running Tableau CRM, create a connected app. See Step 1: Create a Salesforce connected app.
  3. In Tableau Server, configure server for saved SF OAuth credentials using information from the connected app. Step 2: Configure Tableau Server for Salesforce.com OAuth

Einstein Discovery analytics extensions

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.

To configure Tableau Server for either the Einstein Discovery analytics extension you need to do the following:

  1. In Tableau Server:
    1. Enable saved OAuth tokens for data connections and extensions in Tableau Server. Allow Saved Access Tokens
    2. Enable analytics extensions for the server and configure a connection type. See: Configure Connections with Analytics Extensions
  2. In Salesforce, in the organization running Einstein Discovery, create a connected app. See Step 1: Create a Salesforce connected app.
  3. In Tableau Server, configure server for saved SF OAuth credentials using information from the connected app. Step 2: Configure Tableau Server for Salesforce.com OAuth

Einstein Discovery Tableau Prep extensions

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.

To configure Tableau Server or Tableau Online for the Einstein Discovery Tableau Prep extension you need to do the following:

  1. In Tableau Server:
    1. Enable saved OAuth tokens for data connections and extensions in Tableau Server. See Allow Saved Access Tokens
    2. Enable Tableau Prep Extensions for the server. See Enable Tableau Prep Extensions.
  2. In Salesforce, in the organization running Einstein Discovery, create a connected app. See Step 1: Create a Salesforce connected app.
  3. In Tableau Server, configure server for saved SF OAuth credentials using information from the connected app. Step 2: Configure Tableau Server for Salesforce.com OAuth

 

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