An Einstein Consultant receives a new project from a client that wants to implement Einstein Analytics. They do not currently have Einstein Analytics, but want guidance around how to ensure that their users have correct access.
They have 1000 users with a small team of three people who will build datasets and dashboards. An additional 15 people should be able to create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?

Question

An Einstein Consultant receives a new project from a client that wants to implement Einstein Analytics. They do not currently have Einstein Analytics, but want guidance around how to ensure that their users have correct access.

They have 1000 users with a small team of three people who will build datasets and dashboards. An additional 15 people should be able to create dashboards. The remaining users should only be able to view dashboards.

Which recommendation should the consultant give the client?

Ezrah James panuelos · Accepted Answer

Create and assign Salesforce permission sets according to the three types of roles defined.

Ezrah James panuelos · Answer

Assign the app permissions 'viewer/' 'editor,' and 'manager' to the three types of roles defined.

Ezrah James panuelos · Answer

Create and assign three new Salesforce profiles according to the three types of roles defined.

Ezrah James panuelos · Answer

Assign 'Einstein Analytics Explorer' licenses to users that should only view the dashboard, and assign 'Einstein Analytics Developer' licenses to users that should be able to create datasets and dashboards.

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