But that’s not my preferred currency
Rikke Hovgaard
Work with data. Speak & blog about data. Data Cloud and CRM Analytics focused.
As you may have figured out Einstein Analytics does not support multi-currency out of the box. If you are an organization that has enabled multi-currency in Salesforce then I am sure you are likely to want to see this in Einstein Analytics. As I said it’s not supported out of the box (at least not as of Summer19), but that shouldn’t stop us from having it in Einstein Analytics. There has already been created some content on the matter including a tech lounge webinar from the brilliant Bharadwaj Kopparthi and a blog from Varun Mehta. However, I still decided to take a go at this topic to explain the approach in a detailed way, so you know how to set this up from Salesforce settings to dataflow and dashboard bindings.
The integration user
Let’s first discuss how the integration user works, as this is crucial to understanding what happens with our Salesforce currency and fields. The integration user is the user that is used to bring data from Salesforce to Einstein Analytics.
Salesforce Analytics Leader | AI & Predictive Analytics Enthusiast | Data Dude at Heart
5 年Much needed, Rikke! Thank you!
Senior Account Director - Enterprise Business at Salesforce
5 年Great blog James Wignall, if you are not following already
1x Salesforce Certified Administrator | Data Analytics and Insights | SQL | Tableau | Python | AI and ML Enthusiast
5 年Thank you
Distinguished Technical Architect at Salesforce
5 年Wow, great multi-currency for Einstein Analytics Rikke!? Thank You!