Skip to content
Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
AnalyticsAdvanced

Einstein Analytics

Einstein Analytics is the former name of Salesforce's dedicated analytics platform, the product that keeps its own datasets and builds lenses and dashboards separately from standard Salesforce reports.

§ 01

Definition

Einstein Analytics is the former name of Salesforce's dedicated analytics platform, the product that keeps its own datasets and builds lenses and dashboards separately from standard Salesforce reports. The name is no longer current. Salesforce rebranded it to Tableau CRM in the Spring '21 release, then rebranded it again to CRM Analytics in Summer '22.

The product itself never went anywhere. Datasets, Data Prep recipes, SAQL queries and Einstein Discovery predictions all still ship, and Salesforce was still adding features in the Summer '26 release. Only the label changed.

You will still meet the old name. Trailhead URLs and profile names kept fragments of the earlier branding for years.

§ 02

In plain English

Einstein Analytics is an old brand name for a Salesforce tool that turns company data into charts. The tool did not disappear. It got renamed twice, and today it answers to CRM Analytics. Same product, different sign on the door.

§ 03

Worked example

scenario · real-world use

A revenue operations lead at a regional insurance brokerage inherits a runbook written in 2019. Step 4 says to open Einstein Analytics, refresh the Pipeline Trending dataset, then check the Closed Won by Segment lens. Nothing in the org carries that name. The App Launcher lists Analytics Studio, Setup lists Analytics under Quick Find, and the assigned permission set license reads CRM Analytics Growth. The dataset and the lens are still there under their original API names. The lead swaps Einstein Analytics for CRM Analytics in the runbook, leaves every other step alone, and the refresh runs clean.

§ 04

Four names, one product

The rename chain, in order

Salesforce first sold this platform as Analytics Cloud, and the current setup guide still references Analytics Cloud Builder and Analytics Cloud Explorer licenses purchased before October 20, 2015. The Einstein Analytics name arrived when Salesforce pushed AI branding across the product line. Spring '21 made it Tableau CRM, following the Tableau acquisition. Summer '22 settled on CRM Analytics, which is the name it carries today.

Where the old names refuse to die

Setup still asks you to pick the Analytics Cloud Integration User and Analytics Cloud Security User profiles. The Trailhead module for the platform sits at a URL ending in wave_analytics_basics, left over from the Wave Analytics era. Ask developer.salesforce.com for the einstein-analytics developer center and it 301s to tableau-crm, which 301s again to crm-analytics. Renaming a marketing page is cheap. Renaming profiles, licenses and URLs is not, so the archaeology stays visible.

What you get under the current name

CRM Analytics costs extra in Enterprise, Performance and Unlimited editions, and is also available in Developer Edition. The two platform licenses are Growth and Plus. Their row allocations are not close: Growth gets 100 million rows, Plus 10 billion. Salesforce calls those limits contractual, not technical: nothing in the app enforces them. Plus is the license that includes Einstein Discovery. Admins switch it on from Setup, Quick Find, Analytics, then Settings.

Reading old Einstein Analytics material safely

Decks and posts from 2017 through 2020 still describe the product accurately at the concept level. SAQL syntax, dataflow JSON and dataset design have held up. Screenshots, license names and menu labels have not. Treat old material as sound on theory and unreliable on anything you click.

Was this entry helpful?
Help us write better definitions. Quick reactions or detailed edit suggestions.

About the Author

Dipojjal Chakrabarti is a B2C Solution Architect with 29 Salesforce certifications and over 13 years in the Salesforce ecosystem. He writes and edits salesforcedictionary.com, published by KineticBit Inc., to help admins, developers, architects, and cert/interview candidates sharpen their fundamentals. More about Dipojjal.

§

Test your knowledge

+5 pts / day

Q1. A 2019 admin runbook tells you to open Einstein Analytics. What do you look for in the org today?

Q2. In what order did Salesforce use these three names for the same analytics platform?

Q3. Which CRM Analytics platform license includes Einstein Discovery?

§

Discussion

Loading…

Loading discussion…