How would you use the Einstein Analytics (Tableau CRM) API for data ingestion?
Suggested answer
The Analytics External Data API (also called the Insights External Data API) allows you to upload external data into Tableau CRM (Einstein Analytics) datasets from outside Salesforce.
Ingestion flow:
1. Create an InsightsExternalData record specifying the target dataset, format (CSV), operation (Overwrite/Append/Upsert/Delete), and attach the JSON schema (metadata file).
2. Upload data in parts as InsightsExternalDataPart records (each part up to 10 MB, total dataset up to ~40 GB).
3. Set InsightsExternalData.Action to "Process" to trigger the dataflow.
4. Monitor the Status field (Queued → InProgress → Completed/Failed).
Use cases: Loading data from external systems (ERP, marketing platforms) into Tableau CRM for unified analytics dashboards. External data appears alongside native Salesforce data in Analytics datasets.
Alternative — Direct Data API: Einstein Analytics also supports a newer Direct Data connection via Salesforce Connect or external data sources natively. For programmatic ingestion, the External Data API remains the primary method.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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