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 Visualforce Pages


We can embed the Analytics dashboard on a Visualforce page just like we embed it on the record detail page for Salesforce Classic. In order to embed the dashboard in a Visualforce page, we have to use the <wave:dashboard> component. The user can configure the dashboard using attributes of the component, such as dashboardId, filtershowTitle, and so on. Before starting to embed the dashboard to a Visualforce page, we need to get the dashboard ID. To get the dashboard ID, perform the following steps:

  1. Switch to Analytics mode again.
  2. Navigate to Analytics Studio | DASHBOARDS and open the dashboard which you want to embed. We are going to use Emedded Opportunities
  3. Check the URL shown in the following screenshot:
  1. Copy the dashboard ID that starts with 0F.

Now that we have the dashboard ID that we want to embed, let's create a new Visualforce page for it. To embed a dashboard in Visualforce Pages, perform the following steps:

  1. Exit from Analytics and...