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

Service dashboards


The executive board of Anutosh Infotech spends a lot of time checking customer satisfaction. They want to build a dashboard that can give them an easy way to understand customer services and help them improve their customer relationships. They want the following information on the dashboard:

  • Number of open cases by country in the current year 
  • KPI for total open cases, closed cases, and total cases in the current year
  • Count of cases closed every month by account sources
  • Filter option to control lenses on the dashboard

Customer service dashboard – VP

We are going to create a customer service dashboard. Let's set up a dashboard layout first, with the following widgets:

  • Add four List widgets horizontally 
  • One Toggle widget
  • Three Number widgets for KPI
  • Two Chart widgets
  • Three Text widgets

Adjust the layout, as shown in the following screenshot:

Dashboards and lenses 

Now that we have set the template for the dashboard, let's create the steps/lenses for the widgets. 

Creating list filters...