Data pulled from Salesforce can be made secure from both sides: Salesforce as well as Einstein Analytics. It is important to understand that Salesforce and Einstein Analytics are two independent databases. So, a user security setting given to Einstein will not affect the data in Salesforce.
Table of Contents
How do I use Salesforce with Einstein?
Simply put your data in Salesforce and any features you have that are powered by Einstein will use that data to make you smarter and more predictive about your customers. What products and features are powered by Einstein?
Why Einstein analytics cannot extract data from Salesforce?
It is important that Einstein Analytics has all the necessary permissions and access to objects as well as fields. If an object or a field is not accessible to Einstein then the data flow fails and it cannot extract data from Salesforce. So we need to make sure that the required access is given to the integration user and security user.
How do I implement sharing inheritance in Salesforce?
To implement Sharing Inheritance, go to the Salesforce setup menu, and enable it from Settings under Analytics. Once enable, navigate to Sharing Inheritance Coverage Assessment to assess if sharing inheritance can be used for a particular object and any users will not be covered:
What is sharing inheritance in Einstein analytics?
However, if the data source is from Salesforce and we want to bring in row-level security based on Salesforce sharing, there is something called Sharing Inheritance. Sharing inheritance lets Einstein Analytics apply the same sharing setup for your datasets as Salesforce uses for your objects
How permissions are inherited in Salesforce?
Sharing inheritance covers a user if they have “View All Data” permission or their record access is granted by fewer than 3,000 sharing descriptors. The backup security predicate takes effect for users with more than this number of sharing descriptors without the “View All Data” permission.
What is sharing inheritance in Einstein Analytics?
Sharing inheritance covers a user if they have “View All Data” permission, or their record access is granted by fewer than 3,000 (by default) sharing descriptors — note that this is NOT the number of records visible by a user on that object.
What companies use Salesforce Einstein?
Companies Currently Using Salesforce Einstein AnalyticsCompany NameWebsitePhoneCitizens Bankcitizensbank.com(401) 456-7000Targeted Victorytargetedvictory.com(703) 634-9427Enverusenverus.com(800) 282-4245Twilio Inc.twilio.com(415) 390-23372 more rows
How good is Salesforce Einstein?
Salesforce Einstein Analytics is #9 ranked solution in top Business Intelligence Tools. PeerSpot users give Salesforce Einstein Analytics an average rating of 8 out of 10.
What is security predicate in Einstein Analytics?
Security predicate is a manually assigned filter condition that defines row level security for dataset. When a user submits a query against a dataset that has a predicate, Analytics checks the predicate to determine which records the user has access to.
What are security predicates?
A security predicate is a filter condition that defines row-level access to records in a dataset. When a user submits a query against a dataset that has a predicate, CRM Analytics checks the predicate to determine which records the user has access to.
What is Einstein feature in Salesforce?
Einstein is seamlessly integrated into many Salesforce products. To use it, you don’t have to do any data preparation or manage models. Simply put your data in Salesforce and any features you have that are powered by Einstein will use that data to make you smarter and more predictive about your customers.
What is the use of Einstein Analytics in Salesforce?
Put simply, Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment. Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day.
Does Salesforce have a chatbot?
Moreover, Salesforce has also launched prebuilt Einstein Bots, a chatbot collection that performs many common functions. These preconfigured bots make the technology uptake faster, as developers don’t need to make them productive.
Does Salesforce Einstein cost extra?
The AI-powered features available in your Salesforce Edition Here are the Einstein features that are included for free in each of our products.
Does Sales Cloud include Einstein?
Many Sales Cloud features use artificial intelligence and machine learning….Einstein Features in Sales Cloud.FeatureWhere it appearsWhich licenses include itEinstein Account InsightsLightning ExperienceSales Cloud EinsteinEinstein Automated ContactsLightning ExperienceSales Cloud Einstein11 more rows
How does Salesforce use artificial intelligence?
Salesforce uses Artificial Intelligence The artificial intelligence salesforce use helps in marketing, sales, service, and more. With the help of their enormous dataset and machine learning, they could easily predict which customer is more likely to buy a product, hence providing a lead on the potential customers.
What is Salesforce Einstein?
Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes Salesforce Customer 360 smarter and brings AI to trailblazers everywhere.
How many companies trust Einstein?
Einstein is built on the robust and flexible Salesforce security architecture trusted by more than 150,000 companies across industries and around the world. Learn More at trust.salesforce.com.
Why is Einstein important?
Einstein enables you to become an AI-first company so you can get smarter and more predictive about your customers. Sales can anticipate next opportunities and exceed customer needs. Service can be proactive by resolving cases before they happen.
Does Salesforce support Einstein?
Our Salesforce Success Cloud experts support all the products powered by Einstein. Einstein itself is not supported separately.
Does Einstein work with Salesforce?
Einstein is seamlessly integrated into many Salesforce products. To use it, you don’t have to do any data preparation or manage models. Simply put your data in Salesforce and any features you have that are powered by Einstein will use that data to make you smarter and more predictive about your customers.
Which is the only comprehensive AI for CRM?
Einstein is the only comprehensive AI for CRM. It is:
Is Salesforce Einstein available?
Salesforce Einstein is available through our cloud products. Please contact your account executive for pricing.
Frequently asked questions (FAQ)
Learn more about what Salesforce Einstein is and why it’s different than anything you’ve seen before. Find out how it makes everyone in your organisation smarter. And discover how you can start using it in your sales, marketing, service, and IT today. More questions? Just ask.
Getting Started
Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes the Customer Success Platform smarter and brings AI to trailblazers everywhere.
Pricing
Salesforce Einstein is available through our cloud products. Please contact your account executive for pricing.
How does Salesforce restrict access to data?
Salesforce admins can restrict access to data by setting up field-level security and object-level security in Salesforce. These settings prevent data flow from loading sensitive Salesforce data into a dataset.
Why is Einstein Analytics important?
It is important that Einstein Analytics has all the necessary permissions and access to objects as well as fields. If an object or a field is not accessible to Einstein then the data flow fails and it cannot extract data from Salesforce.
Can administrators restrict access to Einstein Analytics?
All Analytics users start off with Viewer access to the default Shared App that’s available out-of-the-box; administrators can change this default setting to restrict or extend access. All other applications created by individual users are private, by default; the application owner and administrators have Manager access and can extend access to other Users, groups, or roles. The following diagram shows how the sharing mechanism works in Einstein Analytics:
Who wrote the book Learning Einstein Analytics?
The following excerpt is taken from the book Learning Einstein Analytics written by Santosh Chitalkar. This book includes techniques to build effective dashboards and Business Intelligence metrics to gain useful insights from data.
Is Salesforce secure from Einstein?
Take a look at the following diagram: Data pulled from Salesforce can be made secure from both sides: Salesforce as well as Einstein Analytics. It is important to understand that Salesforce and Einstein Analytics are two independent databases. So, a user security setting given to Einstein will not affect the data in Salesforce.
What is sharing inheritance in Salesforce?
However, if the data source is from Salesforce and we want to bring in row-level security based on Salesforce sharing , there is something called Sharing Inheritance. Sharing inheritance lets Einstein Analytics apply the same sharing setup for your datasets as Salesforce uses for your objects
What is a security predicate in Einstein Analytics?
Security Predicate is great to set row-level security for Einstein Analytics user to access the dataset based on certain criteria, such as matching user custom field “Region” in Salesforce with data with a field call Region, so the user will only see data with the same region as per user detail. This will work whether data comes from Salesforce or from the external system.
What is sharing inheritance?
Sharing inheritance covers a user if they have “View All Data” permission, or their record access is granted by fewer than 3,000 (by default) sharing descriptors — note that this is NOT the number of records visible by a user on that object. The backup security predicate takes effect for users with more than this number of sharing descriptors. Without a security predicate, users not covered by sharing inheritance see no data in the dataset, because they have no dataset row-level access.
How many sharing descriptors can an object inherit?
All object records have fewer than 400 sharing descriptors each.
How to share inheritance in dataflow?
To configure sharing inheritance in dataflow, on the Register node, select the object under Sharing Source. In dataflow JSON, this will be stored as “rowLevelSharingSource” parameter.
How to check if an object can share inheritance?
Select the object. Click “View Assessment” to check if the object can use sharing inheritance. If yes, click “View User Coverage” to make sure if any users do not cover by sharing inheritance, this is for users with sharing descriptors more than max descriptors for the Org.
What is the primary key of a security-sharing source?
For an object to appear in the security-sharing source list, the primary key of the custom object must be a field in the dataset. A foreign key doesn’t satisfy this requirement. For example, if you have Opportunity.AccountId in your dataset but not Account.Id, you can’t inherit sharing from the Account object.
Where are Salesforce events stored?
When events sync, the event data and metadata is stored in AWS servers and the core Salesforce servers , regardless of which emailservice is connected to Salesforce. Event records are created and stored in the core Salesforce servers.
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforceand your email and calendar applications up to date. To keep data up to date between applications,Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Is Salesforce encrypted?
For captured emails and events, the data is stored using Salesforce’s Amazon Web Services (AWS) infrastructure so Salesforce platformencryption isn’t available . Instead, the data is encrypted at rest using AES-256 server-side encryption. When Shield Platform Encryptionis enabled for your org, emails and events that are added to the activity timeline of related Salesforce records show the names of encryptedcontacts and leads.
Does Einstein Activity Capture work with Google?
Einstein Activity Capture supports Basic,Business, and Enterprise editions. Einstein Activity Capture offers the user-level connection methodfor companies working from Google. Data is authorized to be fetched from users’ email serviceusing the OAuth 2.0 protocol.
Can you exclude emails from Salesforce?
Admins and end users can exclude emails and events from being added to Salesforce. When an email address or domain is added tothe Excluded Addresses list, email and events associated with the person or company aren’t added to the activity timeline of relatedSalesforce records. And events aren’t synced between Salesforce and the connected accounts. However, the emails and events are stillstored in AWS.
How to add profile id to Einstein Analytics?
1. Get the Profile Id of Executive Profile. 2. Add Profile Id from (1) as a column to all rows in CSV file before loading to Einstein Analytics. 3. Load the CSV file to Einstein Analytics. 4. Edit the dataset created and create security predicate as follow.
What is Einstein Analytics?
Einstein Analytics: Security Predicate setting. Einstein Analytics supports security predicates, a robust row-level security feature that enables you to model many different types of access controls on datasets. Einstein Analytics also supports sharing inheritance, to synchronize with sharing that’s configured in Salesforce, …
Does Einstein Analytics support sharing?
Einstein Analytics also supports sharing inheritance, to synchronize with sharing that’s configured in Salesforce, subject to certain limitations. If you use sharing inheritance, you must also set a security predicate to take over in situations when sharing settings can’t be honored.
Can a group of Salesforce users be impacted by a security predicate?
This means, a group of Salesforce users should not be impacted by security predicate. One of the simple ideas is to add unique values, such as User Role Id, or User Profile Id, or a custom field from User object to the dataset security predicate, and to the data itself.
Can you build a security predicate for a CSV file?
We can build a security predicate even for CSV file is not originally come from Salesforce, as long as there is an identifier that links between CSV files with Salesforce data. We can build a security predicate after the dataset is created in Einstein Analytics.
Salesforce Data Security
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In Einstein Analytics, dataflows bring the data to the Analytics Cloud from Salesforce. It is important that Einstein Analytics has all the necessary permissions and access to objects as well as fields. If an object or a field is not accessible to Einstein then the data flow fails and it cannot extract data from Salesforce. So we need to make sure …
Sharing Mechanism in Einstein
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All Analytics users start off with Viewer access to the default Shared App that’s available out-of-the-box; administrators can change this default setting to restrict or extend access. All other applications created by individual users are private, by default; the application owner and administrators have Manager access and can extend access to other Users, groups, or roles. Th…
Mass-Sharing The Application
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Sometimes, we are required to share the application with a wide audience: 1. There are multiple approaches to mass-sharing the Wave application such as by role or by username 2. In Salesforce classic UI, navigate to Setup|Public Groups | New 3. For example, to share a sales application, label a public group as Analytics_Sales_Group 4. Search and add users to a group by Role, Role…