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 dashboards to websites and web applications


The user can also embed the Analytics dashboard to websites or any web-based application. In order to do so, we first need to whitelist the website or web application in the Analytics whitelist. Whitelisting a website is nothing other than declaring a website as a trusted site and granting safe access to dashboards. Once the website is whitelisted, the user can access Analytics dashboards in websites and applications outside of Salesforce servers. To whitelist a website, perform the following steps:

  1. Switch to Classic mode
  2. From Setup, enter Whitelist in the Quick Find / Search… box
  3. Select Whitelist under Analytics, as shown in the following screenshot:
  1. Click on New and enter your trusted website name and URL, as shown in the following screenshot:
  1. Click on Save

Note

By default, Salesforce.com and force.com are whitelisted.