Share More Sharing Settings in Einstein Analytics

Support for sharing-inheritance rules now includes the user and campaign objects. And sharing inheritance for the opportunity object is now available for users who have access to tens of thousands of records in Salesforce.

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: As a Salesforce administrator, you likely set up sharing rules so that your users have access that’s appropriate to their roles. Sharing inheritance creates a bridge between your Salesforce security model and Einstein Analytics by applying Salesforce sharing rules in Einstein Analytics.

When your dataflow runs, it uses the inherited sharing rules to pre-calculate record access. This approach is much more efficient than calculating record access for each request as it is made.

Important

Important

If your dataflow doesn't do a full extraction each time it runs, be sure to evaluate whether “security drift” is a risk for the datasets you bring into Einstein Analytics. Consider whether to use periodic full sync.

Who: To enable or disable sharing inheritance, a user must have the Manage Analytics user permission. To configure sharing inheritance on a dataset or dataflow, a user must have the Edit Analytics Dataflows or Edit Dataset Recipes user permission.

How: Sharing inheritance is turned on by default in new orgs. To enable sharing inheritance in an existing org, search for and select Inherit sharing from Salesforce in Setup.

To use sharing inheritance, configure the feature on a dataflow or dataset.