7.9 Set up Einstein Analytics

Owned by Former user (Deleted)
2020-06-16
1 min read

In order to enable and set up Einstein Analytics there are a number of steps users need to take. Please take into account the following considerations before enabling Einstein Analytics: https://help.salesforce.com/articleView?id=000334936&type=1&mode=1

If you need to acquire an Einstein Analytics license, please contact your Technical Account Manager, Sales or support@advendio.com

Once you’ve acquired the relevant licences and taking into account the relevant considerations, to enable Einstein Analytics

  1. Go to Setup

  2. Select Analytics | Getting Started

  3. Click Enable Analytics

  4. Follow through the steps and guidelines to turn on Einstein Analytics

This will enable Einstein Analytics and create the Analytics Cloud Integration and Analytics Cloud Security Users and Profiles. These users and profiles cannot be removed and are crucial for the functioning of Einstein Analytics.

In order to use the ADvendio Analytics Extension, you will also need to carry out the following steps;

Enable use of templates

  1. Go to Setup

  2. Select Analytics | Settings

  3. Set Enable Analytics Templates to true

  4. Press Save

Give the Integration User the relevant licences and permissions to access your ADvendio data

  1. Go to Setup

  2. Select Apps | Packaging | Installed Packages

  3. Click Manage Licences on the ADvendio installed package

  4. Click Add Users

  5. Select the user with the name User, Integration to assign a licence

Install the ADvendio Analytics Extension here.

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