Jump-Start your Analytics Journey with Einstein Analytics Templates

Implementing a meaningful analytics application or even a dashboard from scratch with the right level of information can be a tedious and confusing process. You can keep going back and forth with the users trying to figure out the level of details that needs to be presented to the audience and also at the same time lose track of the objectives while trying to come up with visualizations that ring a bell with the consumers of the dashboard.

While the presentation layer takes most of the attention, the underlying data preparation and data processing required for the visualizations can be even more challenging.

Introducing Einstein Analytics Templates

Salesforce has a curated gallery of prebuilt Analytics Template Apps that can help make the whole process effortless and effective. The templates not only provide expert data analysis but also come packed with the required back end plumbing to get the right level of information from your Salesforce Orgs.

Einstein Analytics template apps provide a set of Dashboards, Lenses with supporting Datasets and Dataflows that serve as a starting point for Einstein Analytics Admins and Developers to start building their requirements. Using the pre-built template apps as the base for custom development not only enables you to deliver analytics apps faster to business users but also helps in building engaging visualizations with the right level of details.

The prebuilt template apps also form excellent demo material that can be used to present creative ideas to the business community using best in class dashboards and visualizations.

The Template Gallery

Several Einstein Analytics templates apps are provided by Salesforce addressing different industry needs and also by partners who have developed Einstein Analytics Apps using their expertise. The template apps are easily accessible using the Templates Gallery, App Exchange and can be installed using just a few clicks. A broad level categorization of the Einstein Analytics templates include the following types:

  • Cloud Based Templates like Sales, Service, Marketing, Field Service Lightning, Financial Services and Healthcare.
  • Focussed Business and Industry Templates like Revenue Operations, Social Case Analytics, Lead Trending, Wealth Management, Subscription Analytics, Quote Analytics, Patient Risk Stratification and Insurance Analytics templates to name some.
  • Productivity Templates like Adoption Analytics template, Approval Analytics template, Event Monitoring Analytics App and Change Analytics App.

Installation of Template Apps

Einstein Analytics Templates can be very easily installed from the Template Gallery by following the below steps. Note: Some of the templates may have additional questions that need answering in the wizard to meet the data requirements of the template.

  • Open the Template Gallery from Analytics Studio by clicking the Template Gallery link.
  • Search for the template you want to install or filter the list by selecting values from the Filter dropdown. The Filter dropdown helps filtering the template list by using Tags and Industry values.
  • Select the template and depending upon the template the wizard may present a set of questions. These questions are required by the template to generate the visualizations and outcomes based on the type of template
  • After completing the questionnaire the template installation process will start and the status of the installation will be displayed in a new tab.
  • Once the installation is complete, you are all set to use the brand new template app. The app will be available in the Apps section of Analytics studio.
  • Click the ‘Run’ button to test drive your new template app.

Templates will not only make the whole process for efficient and easy for you but also make your solution more effective with the following:

  • Use of best in class visualizations and data representations
  • Inclusion of industry expertise through specialized industry templates with actionable insights
  • Standardized prebuilt datasets, dataflows and backend development to pull the required data.

So next time you are starting on an Einstein Analytics solution, do not miss on the opportunity to amaze your users by delivering a stunning app at lightning speed using Einstein Analytics Templates.

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Bridging educational gaps for underprivileged children

Aethereus as a part of its CSR initiative joins UPAY as a partner and makes a commitment to provide UPAY with certain learning equipment that aim to educate the underprivileged


children through Reach & Teach initiative. We strongly support this mission and envisions on removing disparities in the field of education and provide each child access to quality education by supporting the operations of UPAY learning center in Pune.

Welfare and Education initiatives to empower children affected by Farmer suicides

Aethereus partnered with Snehwan an NGO who works for children who lost their parents to farmer’s suicide. Aethereus supported SNEHWAN to build classrooms & to work for the welfare of SNEHWAN children to make them self-sufficient in their lives and help them upskill for their future career roles.

Empowering Acid Attack Survivors

The Brave Souls Foundation is a non-profit organisation established and led by acid attack survivors to prevent acid attacks, combat gender-based violence, and improve the welfare of survivors.

Aethereus has made a significant impact by supporting survivors through comprehensive assistance, offering vital resources such as medical, psychological, educational, financial, and legal support. This compassionate initiative encompasses a wide range of needs, including rehabilitation, access to food, essential medications, and secure shelter for these resilient survivors.

Empowering underpriviledge kids with Diwali workshops

Tara Mobile Creche (TMC), a non-profit organization, focuses on addressing the health and educational needs of children whose parents work on construction sites in Pune. Through the 'Aethereus Community Outreach' program, #TeamAethereus dedicated the day to candle making workshops, teaching sessions, and sharing goodies with the kids on the occasion of Diwali. Interacting with the remarkably talented kids, sharing experiences, listening to their stories, and witnessing the dreams in their eyes was a rewarding experience.

Blood donation drive on India’s 74 th republic day

Aethereus ringed in 74th Republic Day celebrations by organizing a blood donation camp to commemorate the sacrifice of our freedom fighters. More than 100+ participated in this drive collecting 250 units of blood, which used to help kids suffering from Thalassemia disease.

#TeamAethereus salutes all the rockstars who donated blood and impacted many lives to celebrate this festival. More power to you!

Paying way for a digital educational future

Aethereus has partnered with SOCH to make a meaningful impact on the lives of underprivileged children, ensuring they receive the necessary knowledge and education. Together, we've positively influenced the education of 200 children in Ghaziabad, by transforming Prathmik Vidyalaya first government school in Ghaziabad with fully digital classrooms. This marks a significant milestone in demonstrating how technology and education can collaboratively shape a brighter future for students in need.

Celebrating stories of 'Grit & Guts' with Pragati Foundation on Women’s Day

Aethereus 2023 Women’s Day theme was about celebrating the stories of ‘Grit & Guts’ from Pragati Foundation, a non-profit organization working to provide dignity to women from underprivileged communities. As a part of the Aethereus Outreach Program, it was humbling to listen to inspiring stories of their real struggles, their ‘Grit & Guts’ to march on and shine brilliantly with help from Pragati Foundation.  

Spreading Diwali joy with elderly at Silver home

Aethereus believes in fostering a sense of community and giving back, especially during times of celebration. In the spirit of Diwali, #TeamAethereus spent quality time with the old age people at Silver Homes, sharing smiles, laughter, and heartfelt conversations. We distributed delightful snacks and traditional diyas, illuminating not just their surroundings but also their spirits.

Cards and Payment company based in USA

The Need
Unify data across Marketing, Sales, Service and legacy systems for AI powered Customer attrition prediction

Conduct Data cloud discovery and define integration architecture for creating C360 view. Foundation for cognitive churn prediction analysis

Expected Outcomes
Predict customers at risk – via smart AI predictions – based on their engagements history. Reduce attrition by 15% improved campaign outcomes

A professional services firm based in USA

The Need
Unified B2B Marketing journeys and insights across 12+ marketing channels


Leverage Data Cloud + Pardot + Datorama for AI powered segmentation and marketing channel optimization dashboards

Expected Outcomes
Identify unknown customers visiting website leveraging data from multiple sources and target them with AI powered lead scoring – leading to 50% improved campaign outcomes

A global commercial vehicle manufacturer

The Need
reate Customer 360 view across 50+ data sources to enable AI powered segmentation with data cloud

Aethereus leveraged Data Cloud for data profiling and harmonization across 50+ sources

Expected Outcomes
Unified view of customer journey across Marketing, Sales and Journey. AI powered campaign journeys leading to 2X improvement in targeting

Fleet Management Company in US

The Need
Improve agent productivity with AI powered suggestions and auto-responses

Aethereus leveraged Einstein Next Best Action and Einstein for Service to leverage AI-powered case classification, next best actions and cognitive service replies

Expected Outcomes
24% improved CSAT due to ‘first time right’ responses, 32% improvement in agent productivity

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