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
Packt Upsell
Security and Sharing in Einstein Analytics

Chapter 1. Getting Started with Einstein Analytics

The evolution of technology has increased to a new level in the last five years and Customer Relationship Management (CRM) is an integral part of it. CRM has helped companies manage and analyze customer interactions and data throughout the customer life cycle, with the goal of improving business relationships with customers. But the analysis of data, managing it, and making business decisions based on that customer data is becoming more and more challenging because of the social media, internet, and technology. With a huge amount of customer data growing exponentially, extracting patterns, business trends, and actionable information is becoming a tedious and time-consuming task for organizations worldwide. Data generation, processing, and consumption are simple but converting that data to spot opportunities, trends, and correlation is a real challenge. In order to effectively tackle this situation, Salesforce has launched its most advanced platform called Einstein Analytics

Pretty catchy name, right? 

The Einstein Analytics platform has really become a buzz word in the tech town. So what is this Einstein Analytics? Why is there such a buzz about it? Why is everybody talking about it since its launch?

In this chapter, we will cover the following topics:

  • The Einstein Analytics platform
  • An introduction to Einstein Analytics