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

Summary


You can build other permission sets out of individual permissions enabled by the Sales Analytics license, depending on the needs of users in your organization. In this chapter, you learned about the setup process of Analytics, and you also saw how to enable Analytics for your organization. We also covered how to create permission sets and define user types. The user types can change and increase depending on your requirement. Once you assign a permission set to a user, the permission set license is auto-assigned to that user.

In the next chapter, we will cover designing, creating, and scheduling dataflows.

We will also see what a dashboard is and the types of dashboard in Einstein Analytics. We will explore the use of pre-built dashboard templates and create a Wave Designer Dashboard using the Summary Dashboard template.

We will also see how to display data insights by using widgets.