Einstein Analytics for Partners 

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Business Intelligence Software from Salesforce. For years, legacy business intelligence software has kept business professionals from accessing the data they need without a team of analysts. But Einstein Analytics (formerly Analytics Cloud) is changing all that. Unlike traditional BI software, it leverages cloud and mobile technology to deliver more powerful, more secure data faster, with optimized coverage. It’s designed so that everyone can get insights on any device and connect any data, from anywhere.

As a Salesforce Partner, if you would like to engage with Einstein Analytics, please review the content below, especially What You Need to Know, which contains the steps for accessing additional Einstein Analytics resources and demo environments for partners.

New! Dive deeper into Einstein Analytics with mobile-optimized Salesforce Partner Learning Paths! Lead a successful consulting partner career as a Salesforce trusted advisor with curated content & modules to help you sell, get certified, and stay current on new products and releases. Set your course today!

Additional questions? For Consulting Partners, collaborate with us in the Einstein Analytics for Partners Group. For AppExchange Partners (ISV), collaborate with us in the Analytics Apps for the AppExchange Group.

Review the Einstein Analytics Video Playlist


Where to Learn More About Einstein Analytics
:: As a Consulting Partner, engage with us in the Einstein Analytics for Partners Group. 
:: As an AppExchange Partner (ISV), engage with us in the Analytics Apps for the AppExchange Group.
:: Visit the Einstein Analytics Developer Center to find high level overviews, training resources, and developer guides. 

How to Get an Org with Einstein Analytics
:: Wave Analytics is available in Partner Developer Edition, Partner Test Enterprise Edition, and Consulting Orgs, which may be created via the Environment Hub. 
:: If you do not have the Environment Hub, please visit the Environment Hub page to learn what it is, and how to set it up.
How to Enable Einstein Analytics and Configure Access for Users
:: Once you have created an org in the Environment Hub, you will need to setup Wave Analytics by: 
  1. Enabling Einstein Analytics
  2. Assigning a permission set license to each Einstein Analytics user
  3. Creating permission sets based on Einstein Analytics user permissions, and assigning them to users
Follow the Einstein Analytics setup steps here. 

For AppExchange Partners (ISV), get started with the Einstein Analytics for AppExchange Partners (ISVs) Guide.

For Consulting Partners (SI), use these resources:
Resource
Einstein Analytics Technical Training 
  1. Introduction 1: Basic Hands-On via Trailhead 
  2. Introduction 2: Building a Simple Dashboard  
  3. Intermediate: Getting Your Data into the Einstein Anaytics Platform (Partner Online Training credentials required)
  4. Advanced: Einstein Analytics - Recorded Training (Partner Online Training credentials required)

Sales and Implementation Resources

ResourceAudienceDescription
Einstein Analytics Learning PathAll Sell, get certified, and stay current on new products and releases anywhere, anytime.
Einstein Analytics Help & Training Main PageAll partnersTraining modules specific to Einstein Analytics 
Einstein Analytics First Call DeckAll partnersUse slides from this deck to properly position Einstein Analytics in your own presentations
New Age of Analytics (eBook)All partnersSalesforce VP For Strategic Research, Peter Coffee, shares his insights on analytics
AppExchange for AnalyticsAll partnersBusiness owners need data and insights to find new opportunities and optimize performance. AppExchange Partner (ISV) Einstein Analytics Apps, built by our partners, deliver self­-service analytics across a variety of use cases

General Resources
:: Einstein Analytics for Partners Group (Consulting Partners) 
:: Analytics Apps for the AppExchange Group (AppExchange Partners)

Technical Resources
Q: Some of the assets require me to log in to the Partner Community?
A: Yes, many resources are available on other sites, but some of the assets require a Partner Community login. Go to p.force.com/signup for access details.
Q: How do I access Einstein Analytics training?
A: Follow the steps under the What You Need to Know tab to access the training.

Q: How do I get an Einstein Analytics enabled org?
A: Follow the steps under the What You Need to Know tab to learn how to provision and configure a Wave enabled org.

Q: Where can I learn more about the Einstein Analytics platform?
A: Visit the Einstein Analytics Developer Center to find high level overviews, training resources, and developer guides. 

Q: How do I customize the formatting of dashboard elements in Einstein Analytics?
A: The extended Metadata (XMD) provides you to ability make modifications to such items as display labels for dimensions and measures, formatting of measures, colors of specific fields.  Please see the Einstein Analytics Extended Metadata (XMD) Reference for details and examples.

Q: How do I link Einstein Analytics lenses and dashboards to Salesforce objects and pages?
A: You may add custom menus to dashboard and lenses by editing the extended Metadata (XMD).  Please see Enable Quick Actions and Links to Salesforce.

Q: What should I do if I have additional questions?
A: For Consulting Partners, collaborate with us in the Einstein Analytics for Partners Group. For AppExchange Partners (ISV), collaborate with us in the Analytics Apps for the AppExchange Group.