Einstein Analytics, formally known as Wave Analytics, is a cloud-based platform that connects data from multiple sources and explores it to uncover insights. It empowers sales representatives, marketers, and analysts with insights to make customer interactions smarter; without building mathematical models. You will learn how to create applications, lenses, and dashboards, and how to share those dashboards with other users.
This book starts off by explaining the fundamental concepts, such as lenses, steps, and measures; it then sets you up with the Einstein Analytics platform. The book then moves on to creating an application—you will learn how to create datasets and dashboards, and the different ways of importing 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 the recent advancements in Einstein, which include machine learning constructs and getting predictions for events. By the end of this book, you will be proficient in Einstein Analytics, getting insights faster and understanding your customers in a better way.
This book is for beginners who want to explore this AI-powered business intelligence software by Salesforce. Prior knowledge of the Salesforce platform is required.
Chapter 1, Getting Started with Einstein Analytics, gives an overview of Einstein Analytics. It also covers the concepts and terminologies used in Einstein Analytics. We will sign up to Salesforce special developer edition in this chapter.
Chapter 2, Setting Up Einstein Analytics, covers creating and understanding users and user types. We are going to learn how to create and assign permission sets.
Chapter 3, Say Hello to Einstein, covers building your first lenses and dashboards.
Chapter 4, Diving Deep into Einstein Analytics, covers creating a simple summary dashboard and understanding quota, dataflow, and dataflow scheduling. This chapter also explains Classic Designer Dashboard and Wave Designer Dashboard. In addition, it will cover faceting and declarative binding.
Chapter 5, Einstein for Sales, explains how to create an executive dashboard. While creating dashboards, you will learn about creating static steps, selection, and result binding.
Chapter 6, Einstein at Your Service, covers creating a service dashboard. While creating a dashboard, you will learn about the dashboard inspector and connecting your static step with dashboard components.
Chapter 7, Security and Sharing in Einstein Analytics, is an important chapter as it covers security and sharing in Einstein Analytics. This chapter covers Salesforce data access, data sharing, and data security, while also taking you through adding row-level security to a dataset.
Chapter 8, Recipe in Einstein, covers how to create a recipe. When working with data, there are times when we realize that we have added a lot of unnecessary fields and data, and we need to remove them. We also need to add new fields to the same dataset if we have missed a required field or, if we need to add a new one in the future. This is called data preparation and it is easier with Einstein Analytics.
Chapter 9, Embedding Einstein Dashboards, is all about Einstein Analytics providing the flexibility to embed dashboards within other Salesforce environments. It covers all the different methods of embedding dashboards and adding filters to embedded dashboards.
Chapter 10, Advanced Technologies in Einstein Analytics, covers advanced technologies or methods in Einstein Analytics. This chapter also covers the use of JSON, XMD, and SAQL for working on complex solutions.
Chapter 11, Machine Learning and Deep Learning, gives an overview of machine learning, deep learning, and NLP. You will also see the implementation of all these technologies in Einstein Analytics: Einstein Language and Einstein Sentiment.
Learning Einstein Analytics is for all Salesforce CRM techies who wish to learn this platform. We have written this book keeping beginners in mind, but it is important that you are familiar with Salesforce CRM. Basic concepts and admin knowledge of Salesforce is required.
Einstein Analytics is a cloud-based platform; hence, you only need a system with a good internet connection to get started with this book. The first two chapters of this book explain the basic concepts and terminologies of Einstein Analytics and its setup. In Chapter 3, Say Hello to Einstein, Chapter 4, Diving deep into Einstein Analytics, Chapter 5, Einstein for Sales, and Chapter 6, Einstein at Your Service, the book explains the platform in detail and uses hands-on tutorials to explain how it works. We have taken a few business requirements from a hypothetical organization called Anutosh Infotech and we'll be building sales and service dashboards for that organization. While creating these dashboards, we will go through every relevant concept, feature, and implementation. The last five chapters explain how to build a complex solution in Einstein Analytics and give an overview of the advanced technologies and features provided by the Einstein platform.
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