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


In this chapter, you learned that Einstein Analytics is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in applications. We saw that it is a better way to distribute insights to business users so that they can understand and take action on changing information. It is also powered by artificial intelligence, which means that you have your own data scientist. For a quick start and a fun way to start with Einstein Analytics, we went through Trailhead tutorials or badges. The regular developer organization does not have Einstein Analytics, so you signed up for a special developer edition athttps://developer.Salesforce.com/promotions/orgs/analytics-de, where you have a specific training program if you are working with Salesforce as a partner. Also, we covered the concepts and terminologies of Einstein Analytics.

In next chapter, we will cover the Einstein Analytics setup. We will also see how to create permissions. We will explore user types and user licenses here. Einstein Analytics also has limitations and these will be covered in the next chapter.