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, we learned how to upload a quota and create a dataset. Dataflows are used to create one or more datasets. We also saw how to schedule the dataflow, and covered how to build our dashboard using either Wave Dashboard Designer or Classic Designer; Wave Dashboard Designer is an advanced dashboard canvas. We also saw that Einstein Analytics provides pre-built dashboard templates. We have created an Einstein Summary Dashboard dashboard using the Summary Dashboard template, and we can use dashboards and general widget properties to customize them.

In the next chapter, we will cover bindings in Einstein, static step, custom actions, how to set up Sales Cloud Einstein, and how to build an executive dashboard for a sales team.