Drive Adoption and Engagement with In-Dashboard Video Onboarding

Help users get the most out of your Analytics assets by empowering them with educational videos right where they work. With the widget-specific Learn option, you can provide customized, right-on-time instruction for each dashboard and its charts.

Where: This feature is available in Einstein Analytics in Lightning Experience and Salesforce Classic. Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

Why: Videos can help users to understand and interpret the data, make informed decisions, and take actions based on the latest information. Provide your own YouTube videos, which users can easily access in the widget action menus.

Widget with open menu in its upper right corner; menu includes the Learn action

Selecting Learn opens our in-app, resizable, draggable video player, loaded with the video you specified.

How: In the dashboard designer’s widget properties panel, open the Onboarding section. Enter a title and the embed URL for your video.

The Onboarding section of the widget properties panel

Get the embed URL in YouTube by clicking Share and then Embed. The URL must have this format: https://www.youtube.com/embed/xxxxxxxxxx.