Explore Salesforce Data Directly, Without Datasets

With Einstein Analytics Salesforce Direct, you can explore Salesforce objects directly from the dashboard designer. You no longer need to set up replication or complete any data prep to bring Salesforce data into datasets. With Salesforce Direct, you can explore data declaratively using the UI or create custom queries using Salesforce Object Query Language (SOQL), and get near real-time insights.

Where: This change applies to 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.

How: In the dashboard designer, click Create Query, and then select the Salesforce Direct tab. Select an object and the dashboard designer’s explorer opens with the object’s data ready to explore.

Select data source dialog box

Important

Important

Salesforce Direct widgets aren’t automatically refreshed but are updated when the dashboard is refreshed.

Take the following into consideration.
  • For best performance, use Salesforce Direct only where data changes often and scheduled dataflows aren’t frequent enough. Queries on Salesforce objects with a large number of records could increase query time. Use filters to limit the data that’s queried. For example, rather than querying all cases opened, query only cases opened within a defined period of time.
  • Salesforce Direct is accessible only in the dashboard designer. After a Salesforce Direct widget is added to a dashboard, you can select Explore from the widget’s dropdown and open a Salesforce Direct exploration in a new tab. However, saving custom queries on Salesforce Direct lenses isn’t supported.
  • In the explorer, these features aren’t available: compare tables; totals and subtotals in tables; conversational querying; suggested charts; record actions; drilling into data by hour, minute, or second; and applying filters based on aggregated measures or Boolean logic.
  • In the dashboard designer, only chart, number, and table widgets are supported, and these options aren’t available: creating a query from an sObject in the queries panel (+ button); broadcasting or faceting between SOQL queries; data source linking; record actions; and global filters.
  • These sharing options aren’t available from a Salesforce Direct widget: Download as CSV, Download as Excel, and Export to Quip.
  • These actions aren’t available from a Salesforce Direct widget: Annotate, Set Notification, and Subscribe.
  • Maximum limits on Analytics API calls apply to Salesforce Direct.
  • Salesforce Direct queries are run in user context, and the current user’s permissions, field-level security, and sharing rules apply.