Exploring Salesforce’s Einstein Analytics Platform

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

All industries collect data for analysis so that major stakeholders can make the best and most informed decisions. By analyzing data, business teams can gain a deeper understanding of their areas of study, which empowers managers to make decisions based on facts and evidence.

If you want to make objective decisions for your business based on data trends and patterns, follow us in the article below. We look at how data is analyzed with Einstein Analytics and Salesforce.

Get up to Speed with Salesforce Analytics

Analyzing data is just one step in the decision-making process. Before you can work with your data, you need to be able to collect and organize it. Then, you can analyze the data according to a study of your choice to gain insights and findings that can aid your decision-making processes.

Although a lengthy and sometimes stressful process, analyzing data can give your business a competitive edge by understanding your customers even better. Einstein Analytics, also known as Tableau CRM, can be used to analyze Salesforce CRM data.

Here are a few reasons why Einstein Analytics is a good option for analyzing data in your business.

Boost your Analytics with Reliable Software

Salesforce is the world’s leading customer relationship management platform. You know you can trust their products.

Essential Savings for your Finances

Einstein Analytics is accessed through the cloud, so your business could potentially reduce research budgets.

Think of all the money you could save by not hiring a technical expert to install or maintain the platform. And since the software is cloud-based, you will not need to buy any hardware for your teams to operate the platform in the office.

Start Analyzing Today

Even though Einstein Analytics is an advanced platform with powerful features, it can be set up to work on your system in minutes.

Einstein Analytics Features for New & Better Decisions

Your key decision-makers will enjoy resolving questions, making goals, and providing guidance faster, thanks to Einstein Analytics. Let’s take a look at a few tools and features provided by Einstein Analytics that were designed specifically for customer relationship management.

Your research teams get to manage and organize your content with tools that clean data.

You get connectors that offer custom solutions.

Data analysts can bring in and prep data from any source.

Your teams get to work with AI (artificial intelligence) technology to receive predictions and Salesforce’s next best action features for data.

You don’t need to have coding experience, as you can use the one-click storytelling options.

Limitations of Salesforce Einstein Analytics

As powerful and convenient as Einstein Analytics sounds, it is not a perfect platform. We have collected some of its limitations that could affect your research studies. However, like all good technology, keep in mind that Salesforce releases updates continuously to evolve, so make sure to have a look at their official documentation for the latest fixes.

The first limitation that you can run into with Einstein Analytics is that it might not be able to handle large volumes of data. If your research contains massive amounts of data that needs to be processed make sure to check the size limits as your next best action on Salesforce.

The next limitation, is related to integrating your data with other external sources of data. Although Salesforce is a flexible platform and offers connectors to integrate your data with other databases, you still need to pay attention to your data formats and structures when you want to migrate and sync your data between platforms.

The last limitation that we will cover in this article, although there are more, regards transforming complex data. Salesforce has many products to maintain, so it’s understandable that Einstein Analytics might not be as intuitive or easy to use as other leading data analyzing tools on the market. This limitation does not affect all research studies but will be a problem when researchers need to manipulate intricate data.

As we can see, these limitations are not great. You might be wondering what other alternatives are out there to use for data analysis. Don’t worry, we have you covered.

Alternative Platforms Perfectly Suited for Data Analysis

If you are in the market for a data analysis platform that is just as capable as Salesforce’s Einstein Analytics, take a look at these trustworthy options.

Microsoft’s Power BI

With Power BI from Microsoft, you can display your data in interactive ways and sync these findings across multiple applications. The user-interface is easy to work with and offers business intelligence features. As you can imagine, Power BI works well and connects to other Microsoft products.

Features worth Mentioning

Use artificial intelligence tools to support your data findings.

Data analysis tools can help you display your data in the necessary visuals.

Researchers can create reports easily with dedicated tools.

Looker

This data analysis platform, brought to you by Google, is great for working with research tasks. It has tools designed to help your teams create reports and dashboards from data. Looker is popular among businesses that need their teams to collaborate on data projects. It offers a nifty modeling layer that can be used when analyzing data.

Features worth Mentioning

Looker has a modeling language called LookML. It is used to work with rules in a single Git data model.

Researchers can build apps with Looker.

You can embed data analytics into apps, websites, or portals.

To end our article, we would like to cover a few questions and answers brought to us at Titan by our regular readers. They might help you in your discovery of Salesforce Einstein Analytics. Let us know if you have a specific question, and one of our Titan experts can certainly help you.

We look forward to hearing from you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.