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


The dataset recipe makes the process of data preparation simpler and we now know how. In this chapter, we learned that the data recipe is a user interface tool that allows you to receive data from existing datasets, replications, bucket fields, and so on, and prepare a new dataset from it. We can export data from Einstein by using dataset.Utils but it doesn't support derived measures and derived dimensions. Also, we can create, transform, run, and schedule recipes using Data Manager. We can hide and show columns using the navigator.

All datasets and data preparation should be supported by strong security; otherwise, all confidential data will be compromised and may have an effect on the business. Hence, the next chapter is all about security in Einstein Analytics and we are going to study methods to access and restrict Salesforce and dataset records. We are going to explore the configuring integration/security user and sharing applications, lenses, and dashboards.