Index
A
- All Smart / Introduction to Einstein Analytics
- Analytics
- extended metadata / Extended metadata in Analytics
- Dashboard JSON / Dashboard JSON in Analytics
- Analytics dashboard
- embedding, in Visualforce pages / Embedding the dashboard in Visualforce Pages
- embedding, to websites / Embedding dashboards to websites and web applications
- embedding, to web applications / Embedding dashboards to websites and web applications
- application
- about / Apps
- mass sharing / Mass-sharing the application
- Artificial Intelligence (AI)
- about / AI in Einstein Analytics
- in Analytics / AI in Einstein Analytics
- machine learning / Machine learning
- deep learning / Deep learning
- NLP / Natural-language processing
B
- Bar chart
- creating / Creating a Bar chart
- binding, in Einstein
- about / Bindings in Einstein
- selection binding / Selection binding
- result binding / Result binding
- derived measures/fields, formatting / Formatting derived measures or fields
- funnel charts, displaying for Opportunities by Stage / Funnel charts for Opportunities by Stage
- brand detection / Deep learning
- broadcast faceting / Broadcast faceting
- bucket field / The bucket field
C
- Classic Designer
- versus Wave Dashboard Designer / Differences between Wave Dashboard Designer and Classic Designer
- column profile option
- about / The column profile option
- ATTRIBUTES tab / The ATTRIBUTES tab
- NAVIGATOR tab / The NAVIGATOR tab
- transformation suggestions / Additional transformation suggestions
- communities
- Einstein dashboard, sharing / Embedding and sharing dashboards in communities
- Einstein dashboard, embedding / Embedding and sharing dashboards in communities
- enabling / Enabling Communities
- Analytics dashboard, enabling for / Enabling Analytics for Communities
- share, enabling / The Enable sharing with Communities option
- Community Builder
- used, for embedding Einstein dashboard / Embedding dashboards using Community Builder or Visualforce Pages
- compare table / Compare Table
- containers / Creating a Bar chart
- customer service dashboard (VP)
- about / Customer service dashboard – VP
- dashboards / Dashboards and lenses
- lenses / Dashboards and lenses
- list filters, creating / Creating list filters
- static step for country, creating / Static steps for country
- BillingCountry, map chart / Map chart for BillingCountry
- fine-tuning maps, with map properties / Fine-tuning maps using map properties
- BillingState table / The BillingCountry and BillingState tables
- BillingCountry table / The BillingCountry and BillingState tables
- static steps, connecting as filters to map / Connecting static steps as filters to the map and table
- static steps, connecting as filters to table / Connecting static steps as filters to the map and table
- key matrics, adding to dashboard with number widgets / Adding key matrics to the dashboard using a Number widget
- Timeline chart, used for case count by AccountSources / The Timeline chart for case count by AccountSources
- broadcast faceting / Broadcast faceting
- performance, optimizing / Optimizing dashboard performance
- Einstein custom actions / Einstein custom actions
D
- dashboard
- about / Dashboards
- creating / Creating your first dashboard
- lenses, adding / Adding lenses to dashboards
- customizing / Dashboard customization
- Dashboard JSON
- about / Dashboard JSON
- in Analytics / Dashboard JSON in Analytics
- dataflow
- about / Dataflow, Quota, dataflow, and data manager, Dataflow
- in Einstein Analytics / Dataflows in Einstein Analytics
- transformation / Transformations
- augment / augment
- sfdcDigest / sfdcDigest
- sfdcRegister attribute / sfdcRegister
- permissions, requisites / Required permissions
- configuring / Configuring a dataflow
- executing / Running a dataflow
- scheduling / Scheduling the dataflow
- dataflow job / Dataflow jobs
- data manager / Quota, dataflow, and data manager
- data preparation / Data preparation
- Data Resources / Connecting datasources
- data selection functions
- column function / Data selection functions
- cell function / Data selection functions
- row function / Data selection functions
- dataset
- about / Datasets
- creating / Creating your first dataset
- updating / Updating datasets
- exporting, with datasetUtils / Exporting datasets using datasetUtils
- XMD file, downloading / Downloading the XMD for the dataset
- XMD file, uploading / Uploading XMD in the dataset
- dataset recipe
- about / Dataset recipe, What is a data recipe?
- creating / Creating a recipe
- executing / Running a recipe
- data, adding / Adding data
- column profile option / The column profile option
- bucket field / The bucket field
- formula field / The formula field
- scheduling recipe / The scheduling recipe
- datasets, exporting with datasetUtils / Exporting datasets using datasetUtils
- datasetUtils
- used, for exporting dataset / Exporting datasets using datasetUtils
- reference link / Exporting datasets using datasetUtils
- datasources
- connecting / Connecting datasources
- initial values, setting to filters / Setting initial values to filters
- date / Dates
- declarative binding / Connecting datasources
- designer / Designers
- dimension / Dimensions
- Donut charts / The Donut charts
E
- Einstein Analytics
- about / Einstein Analytics, Introduction to Einstein Analytics
- features / Introduction to Einstein Analytics
- terminologies / Terminologies in Einstein Analytics
- datasets / Datasets
- measures / Measures
- dimension / Dimensions
- date / Dates
- dataset builder / Dataset builder
- lenses / Lenses
- visualization / Visualizations
- dashboards / Dashboards
- designer / Designers
- Dashboard JSON / Dashboard JSON
- explorer / Explorer
- application / Apps
- transformation / Transformation
- SAQL / SAQL
- predicate / Predicate
- metadata file / Metadata files
- dataflow / Dataflow, Dataflows in Einstein Analytics
- dataflow job / Dataflow jobs
- enabling / Enabling Analytics
- reference link / Deep learning
- Einstein Analytics application
- creating / Creating your first Einstein Analytics application
- Smart Notification, setting / Set Smart Notification
- Wave dashboards, keyboard shortcuts / Keyboard shortcuts for Wave dashboards and lenses
- lenses, shortcut keyboard / Keyboard shortcuts for Wave dashboards and lenses
- Einstein Analytics Security
- about / Einstein Security
- salesforce data security / Salesforce data security
- sharing mechanism / Sharing mechanism in Einstein
- application, mass sharing / Mass-sharing the application
- row-level security / Row-level security
- Einstein custom actions
- salesforce action / What is a Salesforce action?
- Einstein dashboard
- about / Einstein dashboards
- Wave Dashboard Designer, versus Classic Designer / Differences between Wave Dashboard Designer and Classic Designer
- faceting / What is faceting?
- datasources, connecting / Connecting datasources
- creating, with Classic Designer / Creating a dashboard using Classic Designer
- funnel chart, displaying for opportunities by stage / Funnel chart for Opportunities by Stage
- converting, to Wave Dashboard Designer / Converting your dashboard to a Wave Dashboard Designer
- embedding / Embedding dashboards
- embedding, in detail page in Salesforce Classic / Embedding dashboards on the detail page in Salesforce Classic
- embedding, in Lightning / Embedding the dashboard in Lightning
- embedding, Lightning page attributes / Lightning page attributes in embedding a dashboard
- embedding, in communities / Embedding and sharing dashboards in communities
- sharing, in communities / Embedding and sharing dashboards in communities
- embedding, with Community Builder / Embedding dashboards using Community Builder or Visualforce Pages
- embedding, with Visualforce Pages / Embedding dashboards using Community Builder or Visualforce Pages
- Einstein dashboard, creating with Classic Designer
- about / Creating a dashboard using Classic Designer
- chart, creating / Creating your first chart in Classic Designer
- donut chart, displaying for opportunities by industry / Donut charts for Opportunities by Industry
- Einstein dashboard, creating with Wave Dashboard Designer
- about / Creating a dashboard using Wave Dashboard Designer
- Layout General settings / The General option under LAYOUT settings
- Bar chart, opportunities displaying / Displaying the top 10 opportunities in the Bar chart
- Donut charts, for displaying opportunity owners / Donut charts for the top five opportunity owners
- numbers, adding for KPI / Adding numbers for KPI
- closed won opportunities, adding / Closed Won and Closed Lost opportunity amounts
- widgets, listing by Opportunity Type / Listing widgets by Opportunity Type, Role Name, and Opportunity Owner
- widgets, listing by Role Name / Listing widgets by Opportunity Type, Role Name, and Opportunity Owner
- widgets, listing by Opportunity Owner / Listing widgets by Opportunity Type, Role Name, and Opportunity Owner
- Opportunity Owner lists / Owner Role Name and Opportunity Owner lists
- Owner Role Name / Owner Role Name and Opportunity Owner lists
- Range filter widget / The Range filter widget
- Einstein Intent / Einstein Intent
- Einstein Language / Natural-language processing
- Einstein platform setup process
- about / The Einstein platform setup process
- Einstein Analytics, enabling / Enabling Analytics
- user types / User types
- permission sets, creating / Creating permission sets
- Wave Analytics permission set, assigning to users / Assigning a Einstein Analytics permission set to users
- limits / Einstein limits
- Einstein Recommendations / Introduction to Einstein Analytics
- Einstein Sentiment / Einstein Sentiment
- Einstein Social Insights / Introduction to Einstein Analytics
- executive dashboard
- creating, for sales team / Executive dashboard for a sales team
- expected revenue KPIs / Expected revenue KPIs
- actual revenue earned / Actual revenue earned
- static step / The static step
- bindings, in Einstein / Bindings in Einstein
- Sales Cloud Einstein / Sales Cloud Einstein
- Sales Analytics Apps license / The Sales Analytics Apps license
- explorer / Explorer
- extended metadata
- in Analytics / Extended metadata in Analytics
- XMD file, downloading for dataset / Downloading the XMD for the dataset
- XMD file, configuring / Configuring XMD
- XMD file, uploading in dataset / Uploading XMD in the dataset
F
- faceting / The Range filter widget, What is faceting?
- formula field / The formula field
J
- JSON editor
- URL / Configuring XMD
K
- keyboard shortcuts
- for lens description / Keyboard shortcuts for Wave dashboards and lenses
- classic designer / Keyboard shortcuts for Wave dashboards and lenses
- designer dashboard Description / Keyboard shortcuts for Wave dashboards and lenses
- for dashboard / Keyboard shortcuts for Wave dashboards and lenses
- key performance indicator (KPI) / Adding numbers for KPI
L
- lenses / Lenses
- creating / Creating lenses, Creating your first lens
- adding, to dashboards / Adding lenses to dashboards
- Bar chart, creating / Creating a Bar chart
- chart / Creating a Bar chart
- list / Creating a Bar chart
- table / Creating a Bar chart
- number / Creating a Bar chart
- toggle / Creating a Bar chart
- Donut charts / The Donut charts
- compare table / Compare Table
- Stacked Bar chart / Stacked Bar chart
- dashboard, customizing / Dashboard customization
- keyboard shortcuts / Keyboard shortcuts for Wave dashboards and lenses
- Lightning
- Einstein dashboard, embedding / Embedding the dashboard in Lightning
- page attributes, for Einstein dashboard embedding / Lightning page attributes in embedding a dashboard
- List widget / Creating list filters
M
- machine learning / Machine learning
- measure / Measures
- metadata file / Metadata files
N
- natural-language processing (NLP)
- about / Natural-language processing
- Einstein Intent / Einstein Intent
- Einstein Sentiment / Einstein Sentiment
P
- permission sets
- creating / Creating permission sets
- Pig-Latin (pigql) / Using functions in SAQL
- predicate / Predicate
- product identification / Deep learning
Q
- quota
- about / Quota, dataflow, and data manager
- dataset, creating / Creating a quota dataset
R
- result binding / Result binding
- row-level security
- about / Row-level security
- record owner, security predicates / Security predicates for the record owner
S
- Sales Analytics Apps license
- about / The Sales Analytics Apps license
- app, creating / Creating a Sales Analytics App
- Sales Cloud Einstein
- about / Sales Cloud Einstein
- setting up / Setting up Sales Cloud Einstein
- permission set, creating / Creating a permission set
- permission sets, assigning to users / Assigning permission sets to users
- salesforce action / What is a Salesforce action?
- Salesforce Analytics Query Language (SAQL)
- about / SAQL, Salesforce Analytics Query Language
- using / Using SAQL
- steps/lenses, creating / Using SAQL
- Analytics REST API / Using SAQL
- Dashboard JSON, using / Using SAQL
- foreach, using / Using foreach in SAQL
- grouping, used / Using grouping in SAQL
- filters, using / Using filters in SAQL
- functions, using / Using functions in SAQL
- Salesforce Classic
- Einstein dashboard, embedding in detail page / Embedding dashboards on the detail page in Salesforce Classic
- salesforce data security / Salesforce data security
- salesforce Einstein Analytics
- reference link / Terminologies in Einstein Analytics
- scheduling recipe / The scheduling recipe
- selection binding
- about / Selection binding
- data selection functions / Data selection functions
- data serialization functions / Data serialization functions
- service dashboards / Service dashboards
- sfdcDigest / sfdcDigest
- sfdcRegister attribute / sfdcRegister
- sharing mechanism / Sharing mechanism in Einstein
- Stacked Bar chart / Stacked Bar chart
T
- Trailhead / Introduction to Einstein Analytics
- transformation / Transformation
U
- user types / User types
V
- Visualforce pages
- Analytics dashboard, embedding / Embedding the dashboard in Visualforce Pages
- used, for embedding Einstein dashboard / Embedding dashboards using Community Builder or Visualforce Pages
- visualization / Visualizations
- visual search / Deep learning
W
- Wave Analytics permission set
- assigning, to users / Assigning a Einstein Analytics permission set to users
- Wave Dashboard Designer
- versus Classic Designer / Differences between Wave Dashboard Designer and Classic Designer
- used, for creating Wave Dashboard Designer / Creating a dashboard using Wave Dashboard Designer
- Wave dashboards
- keyboard shortcuts / Keyboard shortcuts for Wave dashboards and lenses
- Wave lab tool
- reference link / Formatting derived measures or fields
- web applications
- Analytics dashboard, embedding / Embedding dashboards to websites and web applications
- websites
- Analytics dashboard, embedding / Embedding dashboards to websites and web applications
X
- XMD file
- downloading, for dataset / Downloading the XMD for the dataset
- configuring / Configuring XMD