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

Embedding the dashboard in Lightning


We can add an Einstein Analytics dashboard to three different locations in Lightning, such as Home Page, Record Page, and App Page. The dashboards added to Lightning are flexible enough to drill down and explore the same page.

To add the dashboard to Lightning pages, perform the following steps:

  1. Open your org in Lightning Experience.
  2. Click on Setup and click on Lightning App Builder under User Interface.
  3. Click on New and you will be directed to the following page:
  1. Select Record Page and click on Next.
  1. Enter the label name under Label and select the Object where you want to embed the dashboard, as shown in the following screenshot:
  1. Click on Next and select the page template on the next screen. We are going to select Header and One Column, as shown in the following screenshot:
  1. Click on Finish and you should see the Lightning page created.
  2. Search for Wave Dashboard in the component list and select it: 

The preceding screenshot shows the dashboard displayed after selecting...