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

Embedding dashboards on the detail page in Salesforce Classic


In order to start embedding the dashboard, let's create a sample dashboard by performing the following steps:

  1. Navigate to Analytics Studio | Create | Dashboard. 
  2. Add three chart widgets on the dashboard.
  3. Click on the  
     button in the middle and select the Opportunity dataset. Select Measures as Sum of Amount and select BillingCountry under Group by. Click on Done
  4. Repeat the second step for the second widget, but select Account Source under Group by and make it a donut chart.
  5. Repeat the second step for the third widget but select Stage under Group by and make it a funnel chart.
  6. Click on Save (s) and enter Embedding Opportunities in the title field, as shown in the following screenshot:

The preceding screenshot displays the data from Opportunities

Now that we have created a dashboard, let's embed this dashboard in Salesforce Classic. In order to start embedding the dashboard, exit from the Einstein Analytics platform and go to Classic...