What is Tableau Einstein?



Spencer Czapiewski
September 12, 2024 – 8:38pm

We’re in the midst of an autonomous revolution that’s reshaping the way businesses use data to gain a competitive edge, delight customers, and engage employees. However, data and insights are trapped in data lakehouses, warehouses, and business intelligence tools—siloed from the applications where people are working. Now, as AI integrates insights with human action, autonomous and assistive agents represent the new paradigm for business efficiency.

We’re excited to share how Tableau Einstein, the new Tableau built on the Salesforce Platform and featuring Agentforce, will help everyone across your organization get proactive, intuitive insights in the flow of work from unified, trusted data.

View the demo to see Tableau Einstein in action:

What is Tableau Einstein?

Tableau Einstein is a composable AI analytics platform infused with autonomous and assistive agents that turn data into actionable insights wherever you work. Tableau Einstein reimagines agile, self-service analytics in a modular way—with reusable and extensible components, semantic AI, and consistent data built into every workflow for every user, department, and industry. This gives your enterprise the ability to drive personalized and contextual analytics experiences and to take action on data within Salesforce and third-party applications in an intuitive way.

Tableau Einstein is built on the Salesforce Platform, which means any team can use analytical insights to make strategic decisions more quickly and effectively. And Salesforce’s continued commitment to trust and privacy provides the most secure and compliant foundation for Tableau yet.

An architecture diagram of Tableau Einstein, with data sources on the far left, then the Enterprise Workspace encompassing the stages of Connect & Prepare, Model, Contextualize, Engage, Act, and Analytics Apps & Agents, which sit atop (to Share and Promote) Personal & Team Workspaces for ad hoc work, all built on the Salesforce Platform.

Tableau Einstein offers a revolutionary way to future-proof your data investments with generative AI—its models, architecture, and workflows evolve with your business. 

AI agents bring actionable insights where you work

In many companies, crucial insights are often overlooked or ignored simply because they aren’t surfaced in a way that aligns with how people operate on a day-to-day basis. Some just want answers delivered to them in the context of their work.

Tableau Einstein is equipped with out-of-the-box metrics and predictive and generative AI capabilities to forecast future trends and help people take actionable steps based on those predictions. By pushing contextual, AI-powered insights directly to people in the flow of work, we’re making it easier for everyone in the organization to act on valuable information without needing to search for it.

This year, Tableau introduced Tableau Agent (formerly Einstein Copilot for Tableau), Tableau Pulse, and Pulse for Salesforce. These capabilities come together within a single experience in Tableau Einstein to promote intelligent insights across all workflows. Whether you are an analyst, business user, or architect, data-driven work will become more efficient. 

Tableau Semantics enrich analytics data for trusted insights

It’s difficult to ensure that insights are based on a complete and accurate view of information. This not only creates doubt, but also makes it challenging to turn data into real business value. Building trust in data requires investments in technologies and processes that validate and verify data sources, making it easier for users to trust and act on the insights provided.

Tableau Einstein provides an integrated metadata framework to make your data, AI, and customizations work seamlessly across every app. Tableau Semantics enriches analytics data with business context and meaning, improves discovery and comprehension of relevant data, and creates a flexible and governed place for users to create and manage metrics, dimensions, relationships, and goals across teams.

You’ll always see your data’s lineage with a clear and transparent view of where data comes from and how it’s processed. Plus, consistent business language applied to every data model helps everyone to understand the data’s context and make decisions with confidence. 

The Tableau Einstein workspace showing the following connected layers with data and analytics lineage, beginning at the bottom and moving up: data sources, including social media and data warehouses; prep flows; semantic models; and data visualizations.

The new Tableau Einstein Workspace combines connectivity, data prep, semantics, visualizations, and more in the flow of analysis.

Real-time data is secure and ready to scale

Data today is scattered across numerous platforms and applications, both on-premises and in the cloud. It’s expensive to host, move, replicate, and maintain as a source of truth. Even if you can access all your data sources, bringing them together in a coherent and meaningful way is a monumental task.

Tableau Einstein is built on Salesforce Data Cloud, which integrates and unifies all of your customer data. The Zero Copy partner network allows you to connect to data sources without moving or duplicating your data, making it easier and more cost-effective to gain insights without the associated complexities of traditional data management.

Where Data Cloud unlocks data trapped in your organization, Tableau Einstein gives it business context and allows you to scale at every touchpoint to create experiences that are connected and consistent. With deep third-party integrations through Salesforce Flow and Mulesoft, you can surface powerful insights and take action with custom-built workflows.

Reusable and composable assets empower efficiency and customization

Whether it’s a carefully crafted dashboard or a complex data model, too often, these valuable assets are locked away, unable to be easily shared or reused across teams or projects. An open, API-driven platform with discoverable and reusable analytic assets offers organizations the flexibility and customization they need to support their business needs.

As a composable platform, Tableau Einstein allows teams to build analytical agents to use for any enterprise use case, extensible into other third-party applications. We’re also launching a new marketplace. In addition to the external sharing our Tableau Community knows well, this will also support internal use cases so reusable components can be shared, discovered, and leveraged by anyone in your organization and beyond.

Learn more about Tableau Einstein

For more than twenty years, Tableau has been recognized for creating powerful, intuitive, drag-and-drop visual analytics. With the support of the Salesforce Platform, Tableau Einstein is deeply integrated with Agentforce, Data Cloud, and actionable insights in the flow of work. We are revolutionizing analytics so that everyone gets answers and takes actions from their data.

Excited to get your hands on Tableau Einstein? Many of the great features of Tableau Einstein are available today in Tableau+, including Data Cloud for unified data modeling capabilities, Tableau Pulse to empower your teams with personalized metrics and digests, and Tableau Agent for leveraging generative AI across your analytics.

Want to learn more? For a deeper dive, watch the Tableau keynote from Dreamforce. The on-demand recording will be available soon on Salesforce+.

September 18, 2024



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