Exports & Schedules
CRM Analytics dashboards and datasets can be exported or connected to external BI tools, primarily through data export options rather than direct dashboard portability. Datasets are the main exportable asset, while dashboards typically require data extraction for recreation elsewhere.
Dataset Exports
Export datasets as CSV files using Data Manager (via dataflows with export nodes, requiring Einstein Analytics Plus permission), CLI tools like Dataset Export Utils, or the External Data API for programmatic uploads/downloads. This data can then be imported into tools like Power BI, Tableau, or Looker; for example, use Salesforce APIs (Bulk, REST) or ODBC drivers for seamless integration.
Dashboard Exports
Dashboards themselves aren't natively exported as interactive files to other BI platforms, but you can download widget images (PNG), filtered data (CSV/XLS), or full JSON specs for manual recreation.
Embed dashboards externally via iframes or APIs, or query underlying data live for hybrid setups.
See also:
Key Methods Comparison
| Method | Supports Datasets | Supports Dashboards | Best For External BI |
|---|---|---|---|
| CSV/XLS Download | Yes | Partial (data only) | Power BI, Tableau import |
| Salesforce APIs | Yes | No (data via SOQL) | Real-time sync to any tool |
| Output Connectors | Yes | No | Push to external Salesforce |
| CLI/Dataflows | Yes | No | Bulk backups to files/tools |