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


Einstein Analytics understands that a business runs on different platforms. Users can embed the dashboards and lenses created in Salesforce Classic, Lightning Experience, Salesforce1, and also in Community. Users do not require any coding for this. Dashboards can be embedded in Lightning Experience by using Lightning App Builder. It is an easy and simple way to embed a dashboard in Lightning Experience. Users can also add dynamic filters to an embedded dashboard by using the filter option with desired configurations. The share icon on the embedded dashboard gives users the flexibility to share the dashboard image with other users in the organization. Embedded dashboards offer Post to Feed and Download sharing options. The only component used for embedding dashboard in Lightning is wave:waveDashboard, and for Classic mode it is Wave Analytics Asset from the page layout. Embedded Analytics dashboards can include such features as annotations, notifications, full screen presentation...