Set Up Einstein Discovery

Set up your org to use Einstein Discovery by creating and assigning permission sets and enabling Einstein Discovery. Each Einstein Discovery user needs an Einstein Discovery - Analyst or Einstein Discovery - User permission set license.

Create Permission Sets


User Permissions Needed
To create permission sets: Manage Profiles and Permission Sets

Create permission sets consisting of Einstein Discovery user permissions.

The Einstein Discovery - Analyst permission set license makes these user permissions available for provisioning.

User Permission What It Enables
Connect Einstein Discovery Model Not currently available.
Create and Update Einstein Discovery Datasets Import data into Einstein Discovery and easily create datasets from Salesforce data, CSV files, Oracle, Microsoft SQL Server, Postgres, MySQL, Hadoop, SAP, and Netezza.
Create and Update Einstein Discovery Stories Create stories to discover relationships between a business-relevant metric and the explanatory variables that are potential influencers of that metric.
Manage Einstein Discovery Access all Einstein Discovery features, and see all datasets and stories created by users.
Share Einstein Discovery Stories Allow user to export Einstein Discovery stories to Word, PowerPoint, R, and Wave.
Use Einstein Discovery Use Einstein Discovery, and view the datasets and stories that you have permission to view.
View Einstein Discovery Recommendations View Einstein Discovery recommendations that are connected to a Salesforce object.

The Einstein Discovery - User permission set license makes these user permissions available for provisioning.

User Permission What It Enables
View Einstein Discovery Recommendations View Einstein Discovery recommendations that are connected to a Salesforce object.

Create a Manage Einstein Discovery permission set for users who create and administer Einstein Discovery.

  1. In the Setup menu, select Manage Users | Permission Sets and then click New.
  2. For Label, enter Manage Einstein Discovery. The API name is filled in automatically.
  3. For License, select Einstein Discovery Analyst PSL. When you select a permission set license, all users assigned to the permission set are assigned the permission set license. If you leave the default of None, you must manually assign the permission set license to users before you can add them to the new permission set.
  4. Click Save. The Permission Set details page shows the new permission set.
  5. Click System Permissions to open the list of user permissions enabled by the Einstein Discovery Analyst PSL license.
  6. Click Edit.
  7. Select Manage Einstein Discovery, and then click Save. You’ve successfully created a permission set that enables users to create and administer Einstein Discovery. You can now assign it to users.

You can build other permission sets out of the individual permissions enabled by the Einstein Discovery Analyst license, depending on the needs of users in your company.

To create a different permission set for other kinds of users, repeat the steps with these exceptions:

  • Name the permission set something different.
  • Select the appropriate user permissions and click Save.

Assign Permission Sets to Users

Assign the appropriate permission sets to users. Although you can assign a permission set to an individual user, for efficiency, you can assign it to a group of users. You can assign multiple permission sets to a user.

  1. From Setup, select Manage Users | Permission Sets.
  2. Click the permission set you want to assign to users.
    Note

    Note

    Assign the Manage Einstein Discovery permission set only to users who administer or manage the app.

  3. Click Manage Assignments, and click Add Assignments.
  4. Select the users, and click Assign.
  5. Click Done.

Enable Einstein Discovery


User Permissions Needed
To enable Einstein Discovery: Manage Einstein Discovery

Enable Einstein Discovery in your org.

  1. From Setup, enter Einstein Discovery in the Quick Find box, then select Getting Started.
  2. Use the toggle button to enable Einstein Discovery.