Einstein Discovery for Report Analysis
Bringing Data and Insights to Salesforce with Einstein Discovery for reports analysis.
Einstein Discovery for Reports: AI-Powered Insights at Your Fingertips
Einstein Discovery for Reports (formerly known as Einstein Data Insights) harnesses the power of artificial intelligence and advanced statistical analysis to uncover patterns and insights in your report data. It dives deep into Tabular and Summary reports, surfacing trends, correlations, and explanations with user-friendly charts and narratives.
Key Benefits of Einstein Discovery for Reports
- Comprehensive Analysis: Automatically scans your report data for patterns and hidden insights.
- Actionable Visualizations: Presents findings through clear charts and intuitive explanations.
- Enhanced Efficiency: No need to manually group, summarize, or chart data—Einstein does the heavy lifting.
- Comparison Across Runs: Now, you can compare analyses between different report runs to track changes and trends.
Availability and Editions
- Where: Available in Lightning Experience.
- Editions: Supported in Enterprise, Performance, Unlimited, and Developer Editions.
- License: Requires the CRM Analytics Plus license, available at an additional cost.
What’s New
- Einstein Data Insights is now Einstein Discovery for Reports. While the functionality remains the same, the new name highlights its expanded capabilities, including the ability to compare analyses between report runs.
Getting Started with Einstein Discovery for Reports
To unlock its full potential, follow these steps:
- Enable CRM Analytics: Ensure CRM Analytics is enabled in your org.
- Assign Permissions: Grant users the Can Run Einstein Discovery for Reports permission. This permission is included in several standard permission sets or can be assigned individually.
Optimizing Your Report Analysis
Einstein Discovery for Reports works seamlessly with Tabular and Summary reports. For best results:
- Ensure your report data is well-structured and complete.
- Familiarize yourself with limits and allocations specific to Einstein Discovery for Reports.
For predictive analysis or deeper exploration into CRM Analytics datasets, check out Einstein Discovery for CRM Analytics to explain, predict, and take action.
Monitoring Usage
Track how your organization is utilizing Einstein Discovery for Reports with real-time usage statistics available directly in Salesforce.
Discover actionable insights effortlessly with Einstein Discovery for Reports—AI-powered analysis that works as hard as you do.
Key features and components of Salesforce Data Cloud include:
- Data Ingestion and Integration
- Data Organization and Segmentation
- Audience Activation
- Personalization and Targeting
- Privacy and Compliance
- B2B Data Solutions
- Connectivity and Integration
- Customer Insights
Ready for a Einstein Discovery for Reports Analysis Implementation?
Explore the possibilities of Einstein Discovery or other Salesforce solutions based on your company’s goals.
Although Salesforce Tectonic offers numerous benefits, companies may face challenges during integration, such as aligning it with existing systems and ensuring proper training for employees to maximize its use.
Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!
