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Learning Einstein Analytics
Learning Einstein Analytics

Learning Einstein Analytics: Unlock critical insights with Salesforce Einstein Analytics

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Learning Einstein Analytics

Setting Up Einstein Analytics

Before starting to build the dashboard, lenses, and applications, it is important to set your organization and define user types so that they are available to use. We discussed concepts and terminologies and the importance of Einstein Analytics in the previous chapter. This chapter walks you through simple steps that will set up your organization to use the Einstein Analytics platform.  

In this chapter, we will cover the following topics: 

  • The Einstein Analytics platform setup process
  • Creating permission sets and user licenses 
  • Assigning permission set to users
  • Einstein limits

The Einstein platform setup process

Now that you have logged in to your special developer edition for Einstein Analytics, let's set up your organization for Einstein. Following are the basic steps to set up Einstein Analytics:

  1. Enable Einstein Analytics for your organization
  2. Define the main Einstein user types
  3. Create permission sets to group related user permissions according to the needs of each user type
  4. Assign a permission set to an individual user, which also auto-assigns Analytics Cloud --the Einstein Analytics platform permission set license to that user

Enabling Analytics

Once you have signed up and verified your email ID, the next step is to log in to Salesforce. It is important to know that Salesforce...

Summary

You can build other permission sets out of individual permissions enabled by the Sales Analytics license, depending on the needs of users in your organization. In this chapter, you learned about the setup process of Analytics, and you also saw how to enable Analytics for your organization. We also covered how to create permission sets and define user types. The user types can change and increase depending on your requirement. Once you assign a permission set to a user, the permission set license is auto-assigned to that user.

In the next chapter, we will cover designing, creating, and scheduling dataflows.

We will also see what a dashboard is and the types of dashboard in Einstein Analytics. We will explore the use of pre-built dashboard templates and create a Wave Designer Dashboard using the Summary Dashboard template.

We will...

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Key benefits

  • Explore Einstein analytics on desktop as well as mobile platforms
  • Turn data into smarter sales with Einstein Analytics for Sales
  • Visualize your data with preloaded as well as customized dashboards

Description

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.

Who is this book for?

This book is for data scientists, business users, developers who want to explore business data using the Salesforce Einstein Analytics. Knowledge of the Salesforce platform is required.

What you will learn

  • Create app, lenses, and dashboards using Einstein.
  • Visualize data utilizing all the widgets available with Einstein.
  • Understand Einstein for Sales, Service, and Marketing separately.
  • Use Data monitoring tools to monitor data flow and system jobs.
  • Abstract machine learning constructs and make predictions on events
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Jan 29, 2018
Length: 242 pages
Edition : 1st
Language : English
ISBN-13 : 9781788475761
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Length: 242 pages
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Language : English
ISBN-13 : 9781788475761
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Concepts :
Tools :

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Learning Einstein Analytics
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Table of Contents

12 Chapters
Getting Started with Einstein Analytics Chevron down icon Chevron up icon
Setting Up Einstein Analytics Chevron down icon Chevron up icon
Say Hello to Einstein Chevron down icon Chevron up icon
Diving Deep into Einstein Analytics Chevron down icon Chevron up icon
Einstein for Sales Chevron down icon Chevron up icon
Einstein at Your Service Chevron down icon Chevron up icon
Security and Sharing in Einstein Analytics Chevron down icon Chevron up icon
Recipe in Einstein Chevron down icon Chevron up icon
Embedding Einstein Dashboards Chevron down icon Chevron up icon
Advanced Technologies in Einstein Analytics Chevron down icon Chevron up icon
Machine Learning and Deep Learning Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.3
(3 Ratings)
5 star 33.3%
4 star 33.3%
3 star 0%
2 star 0%
1 star 33.3%
Phoenician Rooster Mar 12, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Great book to get started with Einstein Analytics
Amazon Verified review Amazon
Pavithra Jun 04, 2018
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
I'd recommend all newbies to Einstein analytics to buy this book. It definitely gives you a quick and comprehensive insight into EA and helps in quick learning.
Amazon Verified review Amazon
Kaush Jul 18, 2018
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
Author seems to be totally confused about the topic they are writing about. There is EA platform then there are EA applications (Sales Analytics, Service Analytics, other partner apps) then Einstein Discovery (ED) that is a sister product for ad-hoc ML and then there is core Einstein platform (not part of EA, that includes image recognition, sentiment analytics, etc, and has nothing to do with EA). It is amazing that anyone can pass as an expert these days. Unfortunately, books like these end up creating confusion and frankly do a disservice to an amazing analytics platform that is Salesforce Einstein Analytics and Salesforce Einstein.
Amazon Verified review Amazon
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