Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Learning Einstein Analytics
Learning Einstein Analytics

Learning Einstein Analytics: Unlock critical insights with Salesforce Einstein Analytics

eBook
€22.99 €32.99
Paperback
€41.99
Subscription
Free Trial
Renews at €18.99p/m

What do you get with a Packt Subscription?

Free for first 7 days. $19.99 p/m after that. Cancel any time!
Product feature icon Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!
Product feature icon 50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.
Product feature icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Product feature icon Thousands of reference materials covering every tech concept you need to stay up to date.
Subscribe now
View plans & pricing
Table of content icon View table of contents Preview book icon Preview Book

Learning Einstein Analytics

Getting Started with Einstein Analytics

The evolution of technology has increased to a new level in the last five years and Customer Relationship Management (CRM) is an integral part of it. CRM has helped companies manage and analyze customer interactions and data throughout the customer life cycle, with the goal of improving business relationships with customers. But the analysis of data, managing it, and making business decisions based on that customer data is becoming more and more challenging because of the social media, internet, and technology. With a huge amount of customer data growing exponentially, extracting patterns, business trends, and actionable information is becoming a tedious and time-consuming task for organizations worldwide. Data generation, processing, and consumption are simple but converting that data to spot opportunities, trends, and correlation is a real challenge. In order to effectively tackle this situation, Salesforce has launched its most advanced platform called Einstein Analytics

Pretty catchy name, right? 

The Einstein Analytics platform has really become a buzz word in the tech town. So what is this Einstein Analytics? Why is there such a buzz about it? Why is everybody talking about it since its launch?

In this chapter, we will cover the following topics:

  • The Einstein Analytics platform
  • An introduction to Einstein Analytics

Einstein Analytics

Einstein Analytics is a comprehensive business intelligence tool powered by artificial intelligence, and used to analyze all your business data in quick succession for precise predictive insights and prescriptive recommendations.

Introduction to Einstein Analytics

Salesforce users will get recommendations and suggestions automatically. The Einstein Analytics platform learns from the customer data already in Salesforce and makes predictions accordingly. Insights, predictions, and recommendations are served up seamlessly in Salesforce.

Consider this scenario, Anutosh Infotech is a multinational organization that launched a new product called All Smart. All Smart is a tracking device that connects your belongings to the All Smart application on your phone and helps you find them. Now, to create awareness of this product, Anutosh Infotech started publicizing it via ads on Facebook, YouTube, and so on and they got the xyz number of leads through it. Now Einstein will automatically give a recommendation about which campaign is more effective. So for the next campaign, the company will spend more money on effective campaigning. You can also share multiple insights regarding this campaign's Lead Scoring, Einstein Recommendations, Einstein Social Insights, and so on.

The Salesforce document clearly states the following:

"Einstein is like having your own data scientist to guide you through your day. It learns from all your data, and delivers predictions and recommendations based on your unique business processes."

In Einstein Analytics, we can gather data from different locations, such as Excel, Salesforce, Informatica, and so on and merge them together to build the insights. 

Here are the main reasons why Einstein is the next big thing: 

  • Social media is a platform where customers give their feedback about products and services. So the data on social media will play an important role and this data is increasing exponentially each day. 
  • Einstein Analytics uses new technologies such as advanced machine learning, deeper understanding, predictive analytics, natural language processing, and smart data discovery. So, with every interaction and every additional piece of data, it will learn and self-tune to get smarter.
  • Einstein Analytics uses predictive analysis and gives recommendations based on the data history. 
  • User can connect to data on other platforms and built dashboards on it. The user can also import that data to Einstein Analytics without any formulas or coding. 
  • Einstein is secure, trusted, scalable, dependable, and, of course, mobile! It enables everyone in your organization to get instant access to powerful statistics and figures through its intuitive point and click visual interface.
  • It promises to help sales, marketing, and service professionals make better decisions, up to 38% faster by leveraging artificial intelligence. It proposes to achieve this via contextually relevant, self-service Analytics applications that can tell you what is happening, why it is happening, what is likely to happen, and what action you should take.

From the sales, marketing, or services standpoint, this smart, artificially intelligent tool is helping businesses understand the results of their different activities better.

You may ask, what is so great about Einstein Analytics or how it is different from the already present Analytics tool.

The answer to these questions is simple. Einstein Analytics allows users to note performance data to get an insight into different activities and their results. This is quite like the other tools, but here is how it is different:

  • Its artificial intelligence analyzes productivity and automatically gives insights and recommendations for informed decision making
  • It includes the following entire pool of Analytics applications to expose more in-depth and futuristic information:
    • Service Analytics
    • Sales Analytics
    • B2B Marketing Analytics

With Einstein Analytics, every CRM user can now easily analyze what happened in the business, why it happened, and what steps to take, without a team of expert data scientists.

Salesforce is partnering with Trailhead, an interactive, guided, and gamified learning platform that offers 12 online learning modules. Trounce your competitors and get a head start by learning Einstein Analytics with Trailhead.

To start learning, go through the following tutorials:

  • Analytics/Wave Basics
  • Mobile Analytics / Wave Exploration
  • Desktop Analytics / Wave Exploration

If you are working with Salesforce as a partner, the following are specific training programs for you:

  • White belt
  • Green belt
  • Brown belt
  • Black belt

Terminologies in Einstein Analytics

Einstein Analytics is a cloud-based data platform as well as a data-analysis frontend, and it's designed to analyze not just Salesforce sales, service, and marketing data, but also any third-party application data, desktop data, or public data you care to bring into the mix.

So, sign up for Salesforce Einstein Analytics and get started by visiting https://developer.salesforce.com/promotions/orgs/analytics-de. The link will take you to a site that resembles this: 

Now that you have signed up for the special developer edition, let me walk you through the basic concepts and terminologies used in Einstein Analytics.

Concepts - terminologies

Before starting with Einstein Analytics, we need to understand the basic concepts and terminologies. This section will help you to understand, how the Einstein Analytics platform works and the significance of different terminologies. Understanding this concept is very important as it avoids confusion during the implementation and hands-on tutorials.

So without further ado, let's begin our journey of learning Einstein Analytics.

Datasets

A dataset is a collection of related data that is stored in a denormalized, yet highly compressed form. You can create the dataset from different resources such as Excel, Salesforce, or other databases. In other words, you can say that it is a data resource, specially formatted to create analytics and reports on it. In Einstein Analytics, all the fields of dataset come under three categories such as date, dimension, and measure.

Measures

A measure is a quantitative value, for example, amount, price, profit, and loss. Measure can be used to make mathematical calculations such as sum, average, maximum, minimum, and so on.

Dimensions 

A dimension is a qualitative value, for example, city, region, and status. Dimensions can be used to create grouping and filtering. As it is a qualitative value, you cannot do math in this field.

Dates

A date can be represented as a day, month, year, and, optionally, time. We can use the date field to group, filter, and perform math.

Dataset builder

Dataset builder is a point and click UI feature provided by Salesforce to create datasets. You can create a single dataset for a Salesforce object. Data can be created based on one or more related Salesforce objects. 

Lenses

A lens is a particular view of a  dataset's data. Just like reports in Salesforce, the lens provides insights into data. This helps you analyze and visualize your data. 

Visualizations

 A visualization is a pictorial representation of dashboards, application, and lenses. Commonly, it can be a line chart, bar chart, stack chart, tables, pivots, or compare tables. Every visualization has a query associated with it.

Dashboards

A dashboard is a collection of charts, metrics, and tables. We can have one or more lenses in one dashboard.

Designers

A designer is a user interface where a user can create dashboards.

Dashboard JSON

Dashboard JSON is the JSON file for your dashboard. This file includes the information related to your widgets, their location, settings, static steps, and how they are connected. 

Explorer

An explorer is an interface where you explore datasets and lenses. It is the easiest way to access your business data and get data insights. Using the explorer, users can add measures, grouping, filters, and so on. In the UI, users can switch between Chart Mode, Table Mode, and SAQL Mode.

Apps

An application is a curated set of one or more dashboards and lenses. For example, If you have created four dashboards for the sales team and two dashboards for the service team then you can create two separate applications (like the folder) one for the sales team and another for the service team and move the dashboards and lenses to the respective applications.

Transformation

A transformation refers to the manipulation of data. You can add transformations to a dataflow to extract data from Salesforce objects or datasets, transform datasets that contain Salesforce or external data, and register datasets.

For example, you can use transformations to join data from two related datasets and then register the resulting dataset to make it available for queries.  

SAQL

Salesforce Analytics Query Language (SAQL) is used to access data from a dataset. It is a query language for Analytics platform. Just like all other query languages, SAQL retrieves data from the dataset. Lenses and dashboards also use SAQL behind the scenes. It gathers the meaningful data for visualizations. We can use SAQL to handle complex views such as working with multiple datasets to get a single view.

Predicate

A predicate is a filter condition that defines row-level access for each record from the dataset. Define a predicate for each dataset on which you want to restrict access to records. In other words, row-level security is enforced by the predicate.

Metadata files

A metadata file is a JSON file that describes the structure of an external data file.

Dataflow

You can use a dataflow to create one or more datasets based on data from Salesforce objects or existing datasets. A dataflow is a set of instructions that specify what data to extract from Salesforce objects or datasets, how to transform the datasets, and which datasets to make available for querying.

Dataflow jobs

A dataflow job processes the logic in a dataflow. 

For example, after creating a dataset, it will create a process that will kick-start the dataset creation process. We can monitor dataflow jobs from the data manager.

Summary

In this chapter, you learned that Einstein Analytics is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in applications. We saw that it is a better way to distribute insights to business users so that they can understand and take action on changing information. It is also powered by artificial intelligence, which means that you have your own data scientist. For a quick start and a fun way to start with Einstein Analytics, we went through Trailhead tutorials or badges. The regular developer organization does not have Einstein Analytics, so you signed up for a special developer edition at https://developer.Salesforce.com/promotions/orgs/analytics-de, where you have a specific training program if you are working with Salesforce as a partner. Also, we covered the concepts and terminologies of Einstein Analytics.

In next chapter, we will cover the Einstein Analytics setup. We will also see how to create permissions. We will explore user types and user licenses here. Einstein Analytics also has limitations and these will be covered in the next chapter.

Left arrow icon Right arrow icon
Download code icon Download Code

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

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Jan 29, 2018
Length: 242 pages
Edition : 1st
Language : English
ISBN-13 : 9781788475761
Category :
Concepts :
Tools :

What do you get with a Packt Subscription?

Free for first 7 days. $19.99 p/m after that. Cancel any time!
Product feature icon Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!
Product feature icon 50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.
Product feature icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Product feature icon Thousands of reference materials covering every tech concept you need to stay up to date.
Subscribe now
View plans & pricing

Product Details

Publication date : Jan 29, 2018
Length: 242 pages
Edition : 1st
Language : English
ISBN-13 : 9781788475761
Category :
Concepts :
Tools :

Packt Subscriptions

See our plans and pricing
Modal Close icon
€18.99 billed monthly
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Simple pricing, no contract
€189.99 billed annually
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just €5 each
Feature tick icon Exclusive print discounts
€264.99 billed in 18 months
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just €5 each
Feature tick icon Exclusive print discounts

Frequently bought together


Stars icon
Total 117.97
Learning Salesforce Einstein
€45.99
Learning Salesforce Lightning Application Development
€29.99
Learning Einstein Analytics
€41.99
Total 117.97 Stars icon

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
Get free access to Packt library with over 7500+ books and video courses for 7 days!
Start Free Trial

FAQs

What is included in a Packt subscription? Chevron down icon Chevron up icon

A subscription provides you with full access to view all Packt and licnesed content online, this includes exclusive access to Early Access titles. Depending on the tier chosen you can also earn credits and discounts to use for owning content

How can I cancel my subscription? Chevron down icon Chevron up icon

To cancel your subscription with us simply go to the account page - found in the top right of the page or at https://subscription.packtpub.com/my-account/subscription - From here you will see the ‘cancel subscription’ button in the grey box with your subscription information in.

What are credits? Chevron down icon Chevron up icon

Credits can be earned from reading 40 section of any title within the payment cycle - a month starting from the day of subscription payment. You also earn a Credit every month if you subscribe to our annual or 18 month plans. Credits can be used to buy books DRM free, the same way that you would pay for a book. Your credits can be found in the subscription homepage - subscription.packtpub.com - clicking on ‘the my’ library dropdown and selecting ‘credits’.

What happens if an Early Access Course is cancelled? Chevron down icon Chevron up icon

Projects are rarely cancelled, but sometimes it's unavoidable. If an Early Access course is cancelled or excessively delayed, you can exchange your purchase for another course. For further details, please contact us here.

Where can I send feedback about an Early Access title? Chevron down icon Chevron up icon

If you have any feedback about the product you're reading, or Early Access in general, then please fill out a contact form here and we'll make sure the feedback gets to the right team. 

Can I download the code files for Early Access titles? Chevron down icon Chevron up icon

We try to ensure that all books in Early Access have code available to use, download, and fork on GitHub. This helps us be more agile in the development of the book, and helps keep the often changing code base of new versions and new technologies as up to date as possible. Unfortunately, however, there will be rare cases when it is not possible for us to have downloadable code samples available until publication.

When we publish the book, the code files will also be available to download from the Packt website.

How accurate is the publication date? Chevron down icon Chevron up icon

The publication date is as accurate as we can be at any point in the project. Unfortunately, delays can happen. Often those delays are out of our control, such as changes to the technology code base or delays in the tech release. We do our best to give you an accurate estimate of the publication date at any given time, and as more chapters are delivered, the more accurate the delivery date will become.

How will I know when new chapters are ready? Chevron down icon Chevron up icon

We'll let you know every time there has been an update to a course that you've bought in Early Access. You'll get an email to let you know there has been a new chapter, or a change to a previous chapter. The new chapters are automatically added to your account, so you can also check back there any time you're ready and download or read them online.

I am a Packt subscriber, do I get Early Access? Chevron down icon Chevron up icon

Yes, all Early Access content is fully available through your subscription. You will need to have a paid for or active trial subscription in order to access all titles.

How is Early Access delivered? Chevron down icon Chevron up icon

Early Access is currently only available as a PDF or through our online reader. As we make changes or add new chapters, the files in your Packt account will be updated so you can download them again or view them online immediately.

How do I buy Early Access content? Chevron down icon Chevron up icon

Early Access is a way of us getting our content to you quicker, but the method of buying the Early Access course is still the same. Just find the course you want to buy, go through the check-out steps, and you’ll get a confirmation email from us with information and a link to the relevant Early Access courses.

What is Early Access? Chevron down icon Chevron up icon

Keeping up to date with the latest technology is difficult; new versions, new frameworks, new techniques. This feature gives you a head-start to our content, as it's being created. With Early Access you'll receive each chapter as it's written, and get regular updates throughout the product's development, as well as the final course as soon as it's ready.We created Early Access as a means of giving you the information you need, as soon as it's available. As we go through the process of developing a course, 99% of it can be ready but we can't publish until that last 1% falls in to place. Early Access helps to unlock the potential of our content early, to help you start your learning when you need it most. You not only get access to every chapter as it's delivered, edited, and updated, but you'll also get the finalized, DRM-free product to download in any format you want when it's published. As a member of Packt, you'll also be eligible for our exclusive offers, including a free course every day, and discounts on new and popular titles.