View Einstein Request Usage

Applies to: Tableau Cloud

If you use generative AI features in Tableau, it consumes Einstein Requests and possibly Data Cloud credits. For example, if you ask questions using Tableau Agent in Tableau Prep, Tableau Catalog, or Tableau Cloud web authoring.

To help you keep track of your usage, you can use the following options:

In Salesforce Data Cloud:

  • Use Digital Wallet to view the total number of Einstein Requests consumed and how many requests are remaining.

  • View pre-built dashboards to see the number of users, number of requests, weekly token usage, and user feedback by feature area.

In Tableau:

View Einstein Request consumption with Digital Wallet

Digital Wallet is a free account management tool offered in Data Cloud for your Salesforce org. It provides near real-time data and tools to help you manage your Einstein Request usage. In the Digital Wallet home page (1), you can see a summary of the number of Einstein Requests consumed (2) and how many are remaining (3). You can also drill into the details to view a breakdown of usage by type, by day and time. For more information about Digital Wallet, see About Digital Wallet(Link opens in a new window) in the Salesforce help.

Note: Digital Wallet shows Einstein Request usage for your org as a whole, and is not currently broken down by the different Apps (Salesforce or Tableau) that consume these requests.

Salesforce Digital Wallet home page showing the Einstein Request consumption card.

Permissions

To access Digital Wallet in your Salesforce Org, you must be assigned the View Consumption permission. If your user profile is System Administrator, this permission is enabled by default, and you can access the Digital Wallet Consumption Cards to view your Einstein Request usage.

As a System Administrator, you can add the View Consumption permission to a custom permission set. Then that permission set can be applied to various profiles and individual users. For more about custom permissions, see Custom Permissions(Link opens in a new window) in the Salesforce help.

You can also add the View Consumption permission to a User profile to give access to all users with that profile type. For more information about Digital Wallet permissions, see Digital Wallet Permissions(Link opens in a new window) in the Salesforce help.

To enable this permission for a User profile, do the following:

  1. In your Salesforce Org, in the top right corner, select the Setup Salesforce setup gear icon icon.

  2. Select Setup from the drop-down menu.

    The Salesforce setup menu option.

  3. In the Quick Find box, type Users, then select Profiles from the results.

    Salesforce Setup Users menu showing Profiles option.

  4. On the Profiles page, select the Profile Name of the type of user who should have the View Consumption permissions. Click on the Profile Name to open and edit the permissions for all users with that profile.

    Salesforce User Profiles page.

  5. In the user's Profiles page, scroll down to the System section, then select System Permissions.

    Salesforce User profiles settings page.

  6. In the System Permissions page, click Edit.

    Salesforce System Permissions Edit option.

  7. Scroll down to the permission View Consumption and select the Enabled check box. Then click Save.

    Salesforce user Profiles page showing the System Permission "View Consumption" enabled.

View Digital Wallet

You can navigate to Digital Wallet in your Salesforce Org via Consumption Cards in the App Launcher. For more information about accessing Digital Wallet, see Access Digital Wallet(Link opens in a new window) in the Salesforce help.

  1. In your Salesforce Org, in the top right corner, click the App Launcher.

  2. Type Consumption Cards in the search box, then select it from the results.

    Salesforce App Launcher showing Consumption Cards in the search box.

Monitor Einstein Request usage with pre-built dashboards

Use the Einstein Generative AI Audit & Feedback dashboard to monitor the use of Tableau generative AI features. You can view and analyze weekly request counts and user engagement, user feedback, and token consumption.

To access and use this dashboard, you must first turn on Einstein generative AI data collection and storage in your Salesforce Org. For more information about how to turn on Einstein generative AI data collection and storage in your Salesforce org, see Configure your Salesforce Org(Link opens in a new window) and Turn On Einstein Generative AI Data Collection and Storage(Link opens in a new window) in the Salesforce help.

Note: If you don't see any results in your dashboard, check the AI in Tableau site setting and make sure you've signed into your Salesforce org and turned on AI in Tableau for Tableau Cloud web authoring, Tableau Prep, or Tableau Catalog. See Configure AI in Tableau(Link opens in a new window). Results should appear within 24 hours.

Einstein Generative AI Audit and Feedback dashboard.

To see the audit and feedback dashboard in Data Cloud, do the following:

  1. In your Salesforce Org, click App Launcher, and in the search field, enter Data Cloud.

    The App Launcher menu in Salesforce showing the list of Apps.

  2. In Data Cloud, in the top right, select the drop-down and select Dashboards from the list.

    Salesforce Data Cloud More menu.

  3. In Dashboards, in the left-hand pane, under FOLDERS, click All Folders.

    • In the search box, type Einstein.

    • Click on Einstein Generative AI Audit & Feedback

      Salesforce Org All Dashboards folder showing Einstein generative AI dashboard folders.

  4. In the Einstein Generative AI Audit & Feedback folder, click Einstein Generative AI Audit & Feedback Data

    Einstein Generative AI Audit & Feedback dashboard link.

The Dashboard will open and will be added to your Recent list.

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