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 9. Embedding Einstein Dashboards

Security and sharing in Einstein, which we studied in the previous chapter, gives us the flexibility to share visualizations/dashboards/applications with other users. It’s a great and powerful feature. Einstein Analytics knows that a business does not run on a single platform, it runs on multiple platforms, such as Salesforce Classic, Salesforce1, Lightning, or website. Einstein gives users the flexibility to share all powerful visualizations in all Salesforce experiences. This can be done by embedding your dashboards. You can integrate your dashboards in Custom pages, Community sites, Classic, Lightning, and so on. In this chapter, we are going to cover the following topics:

  • Embedding dashboards on the detail page in Salesforce Classic
  • Embedding dashboards in Lightning
  • Viewing Analytics on Communities or Enable Analytics for Communities
  • Whitelisting trusted websites for embedded dashboards
  • Embedding dashboards on the record page and filtering them depending...