Book Image

Learning Einstein Analytics

By : Santosh Tukaram Chitalkar
Book Image

Learning Einstein Analytics

By: Santosh Tukaram Chitalkar

Overview of this book

Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way.
Table of Contents (19 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
7
Security and Sharing in Einstein Analytics
Index

The Einstein platform setup process


Now that you have logged in to your special developer edition for Einstein Analytics, let's set up your organization for Einstein. Following are the basic steps to set up Einstein Analytics:

  1. Enable Einstein Analytics for your organization
  2. Define the main Einstein user types
  3. Create permission sets to group related user permissions according to the needs of each user type
  4. Assign a permission set to an individual user, which also auto-assigns Analytics Cloud --the Einstein Analytics platform permission set license to that user

Enabling Analytics

Once you have signed up and verified your email ID, the next step is to log in to Salesforce. It is important to know that Salesforce provides two UI modes: Salesforce Classic and Lightning Experience. By default, Salesforce opens in Lightning Experience mode.

To switch to the Classic mode, click on the view profile icon in the top-right corner and click on Switch to Salesforce Classic: 

In order to use Einstein Analytics...