There's no transparency in how the models are created. If I give input, the data goes inside the Einstein platform, and it produces the results. I do not know the models the product uses. I do not know if I can use different algorithms on the models. I'd like to introduce some new algorithms. The product must be more transparent.
When it comes to generating reports, it appears that many users rely on experts to handle technical aspects. For instance, if you require a weekly report displaying accounts transitioning in and out of your modules, it seems challenging to accomplish without consulting experts for assistance. Such tasks should be user-friendly and easily achievable without external assistance. It would be beneficial to have visibility into any changes made to your account by individuals other than yourself or your team. It is also important to clearly track the history of these modifications and identify the responsible parties.
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
Senior Quality Assurance Consultant at Public and Business Service Delivery
Real User
Top 5
2023-03-28T17:05:17Z
Mar 28, 2023
Improvement-wise, I feel the solution must be more robust since it is not exactly ready to handle large data. Initially, we faced a lot of issues with the solution due to the bugs in it, which affected data loading and its performance. So, I think Salesforce needs to work on the solution. In the future, I want Salesforce to make the solution viewable to its users from a mobile device or an iOS tablet.
They can add more intelligence to it, especially for the markets outside the USA. I understand that the USA is the main point of focus for them because of the size of the market, but here in Latin America, we can't use as many things because they seem to be focusing more on the USA. It'll be good to see it a little bit more regionalized. I don't know if they already have some parameters and we are not using them, or if it is the way the solution works. They can provide more end-user customizations. There should be the possibility for the end-users to change some elements in the interface. I have a way of doing my job. My colleague may have his own way of doing his job. If I ask for a change, it'll change for everyone. It'll be good to have some end-user personalizations. I can't see many in Salesforce right now.
They have a lot of opportunities to improve the BI tools. With Einstein Analytics, we have a very minimal scope. I know they can do better with the marketing when it comes to BI tools because we use something else.
There are some offerings like Sales Cloud, Service Cloud, and Marketing Cloud that have very useful online learning options. There need to be more avenues for self-learning with this particular solution. That would be useful. With other clouds we have Trailhead and they're pretty much out there with lots of information. They're really good at giving you resources to learn the tech, however, when it comes to Marketing Cloud, we don't really find anything in Trailhead. We have to largely navigate through learning it ourselves.
If I could improve Tableau CRM I would make it as powerful as Tableau. Tableau CRM is more integrated and it's on the web, but it has less functionality. It is lacking functionality at this time. Tableau CRM could be more intuitive with Salesforce. It could improve by having the ability to open a new account, new case, new lead, from Tableau CRM. For example, after doing some analysis from their panels I could easily create some action for Salesforce.
Director of Operations at a tech services company with 201-500 employees
Real User
2021-11-18T17:54:06Z
Nov 18, 2021
All of the timesheets and appraisal management I have not been happy with. There should be some improvements. For example, as a management team, our managers do not have access to see a summary report, such as who is on leave today or how many hours each person logged in. You have to get into individual users and see. You cannot see a summary report, the reporting is missing. There should improve the reports.
Head of Enterprise Architecture at a financial services firm with 10,001+ employees
Real User
2021-07-15T16:06:47Z
Jul 15, 2021
We haven't used it long enough to really look at improvements. We're still exploring all of the features on offer. Better pricing would make it available to more users and we would likely use it more broadly within the organization.
VP Technology/Vice President at a healthcare company with 11-50 employees
Real User
2021-06-15T20:48:09Z
Jun 15, 2021
If a user leaves your organization, you shouldn't lose the visibility of all of the records. It's a fundamental architectural choice that they have made, but it generally works. I would like to see inbound appointment booking included. That would be great!
Salesforce Einstein Analytics is a customer and business analytics platform that’s optimized for mobile use and brings flexible customer analytics to everyone in the company. It works with many types of data, from many data sources, and it can change the way your company answers critical questions. Einstein Analytics allows you to:
Connect directly to your CRM data and execute on insights directly in Chatter.
Automatically analyze millions of rows of data and get predictive analytics with...
Salesforce is working very rigorously on improvements with each release.
The product is expensive.
There's no transparency in how the models are created. If I give input, the data goes inside the Einstein platform, and it produces the results. I do not know the models the product uses. I do not know if I can use different algorithms on the models. I'd like to introduce some new algorithms. The product must be more transparent.
The product is natively integrated into the Salesforce ecosystem. You also need a CRM license. It should be more flexible with other platforms.
The tool needs to simplify its features.
When it comes to generating reports, it appears that many users rely on experts to handle technical aspects. For instance, if you require a weekly report displaying accounts transitioning in and out of your modules, it seems challenging to accomplish without consulting experts for assistance. Such tasks should be user-friendly and easily achievable without external assistance. It would be beneficial to have visibility into any changes made to your account by individuals other than yourself or your team. It is also important to clearly track the history of these modifications and identify the responsible parties.
Improvement-wise, I feel the solution must be more robust since it is not exactly ready to handle large data. Initially, we faced a lot of issues with the solution due to the bugs in it, which affected data loading and its performance. So, I think Salesforce needs to work on the solution. In the future, I want Salesforce to make the solution viewable to its users from a mobile device or an iOS tablet.
Einstein Analytics could incorporate something like SFIA 8 to help users understand the underlying skill sets.
They can add more intelligence to it, especially for the markets outside the USA. I understand that the USA is the main point of focus for them because of the size of the market, but here in Latin America, we can't use as many things because they seem to be focusing more on the USA. It'll be good to see it a little bit more regionalized. I don't know if they already have some parameters and we are not using them, or if it is the way the solution works. They can provide more end-user customizations. There should be the possibility for the end-users to change some elements in the interface. I have a way of doing my job. My colleague may have his own way of doing his job. If I ask for a change, it'll change for everyone. It'll be good to have some end-user personalizations. I can't see many in Salesforce right now.
They have a lot of opportunities to improve the BI tools. With Einstein Analytics, we have a very minimal scope. I know they can do better with the marketing when it comes to BI tools because we use something else.
There are some offerings like Sales Cloud, Service Cloud, and Marketing Cloud that have very useful online learning options. There need to be more avenues for self-learning with this particular solution. That would be useful. With other clouds we have Trailhead and they're pretty much out there with lots of information. They're really good at giving you resources to learn the tech, however, when it comes to Marketing Cloud, we don't really find anything in Trailhead. We have to largely navigate through learning it ourselves.
If I could improve Tableau CRM I would make it as powerful as Tableau. Tableau CRM is more integrated and it's on the web, but it has less functionality. It is lacking functionality at this time. Tableau CRM could be more intuitive with Salesforce. It could improve by having the ability to open a new account, new case, new lead, from Tableau CRM. For example, after doing some analysis from their panels I could easily create some action for Salesforce.
All of the timesheets and appraisal management I have not been happy with. There should be some improvements. For example, as a management team, our managers do not have access to see a summary report, such as who is on leave today or how many hours each person logged in. You have to get into individual users and see. You cannot see a summary report, the reporting is missing. There should improve the reports.
We haven't used it long enough to really look at improvements. We're still exploring all of the features on offer. Better pricing would make it available to more users and we would likely use it more broadly within the organization.
If a user leaves your organization, you shouldn't lose the visibility of all of the records. It's a fundamental architectural choice that they have made, but it generally works. I would like to see inbound appointment booking included. That would be great!