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 saw that the executive dashboard provides very important business insights about data. We also learned how to connect components on the dashboard by using bindings and the binding functions provided by Einstein. We also saw how to use result binding to create steps that are based upon the results of another step. This binding is used to built complex steps. Einstein Analytics provides sales analytics in order to increase the productivity of sales teams.

We also learned how we can utilize the built-in dashboards to create sales applications, how to format fields by modifying the XMD file, and how to use the Wave lab application, Heroku.

In the next chapter, we will see when and where to use data manipulation functions. We are also going to learn about custom settings and their uses. We will also cover Service Cloud Einstein and Lead Score.