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

Einstein Security


Before starting on security in Einstein Analytics, it is important to set up your organization, defining user types so that it is available to use. We have already covered this topic in Chapter 2, Setting Up Einstein Analytics under the User types section. Protecting data from breaches, theft, or from any unauthorized user is very important. The following are some key points of data security in Einstein:

  • Salesforce admins can restrict access to data by setting up field-level security and object-level security in Salesforce. These settings prevent data flow from loading sensitive Salesforce data into a dataset.
  • Dataset owners can restrict data access by using row-level security.
  • Analytics supports security predicates, a robust row-level security feature that enables you to model many different types of access control on datasets.
  • Analytics also supports sharing inheritance.

Note

To implement sharing inheritance, security predicates are mandatory.

Take a look at the following diagram...