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

Chapter 5. Einstein for Sales

We are now familiar with two types of dashboard designer that we can use to create dashboards: Classic Designer and Wave Dashboard Designer. Faceting and connected data sources are the two point and click binding functionalities provided by Einstein to connect different components on a dashboard. But these two features are limited. This chapter covers selection and result binding, which gives more flexibility to users in making dashboard components interact with each other. We are also going to enable Sales Cloud Einstein and go through the built-in dashboards it provides.    

This chapter is completely practical. We are going to cover the following topics:

  • Creating an executive dashboard
  • Static step
  • Selection and result binding
  • Setting up Sales Cloud Einstein