Learning Einstein Analytics : unlock critical insights with Salesforce Einstein Analytics / Santosh Chitalkar.

Format:

Book

Author/Creator:

Chitalkar, Santosh, author.

Series:

Safari tech books online.

Language:

English

Subjects (All):

Sales management--Data processing.

Sales management.

Marketing research--Data processing.

Marketing research.

Physical Description:

1 online resource (221 pages) : illustrations

Edition:

1st ed.

Place of Publication:

Birmingham, England : Packt Publishing, 2018.

Summary:

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,.

Contents:

Cover

Title Page

Copyright and Credits

Dedication

Packt Upsell

Contributors

Table of Contents

Preface

Chapter 1: Getting Started with Einstein Analytics

Einstein Analytics

Introduction to Einstein Analytics

Terminologies in Einstein Analytics

Concepts - terminologies

Datasets

Measures

Dimensions

Dates

Dataset builder

Lenses

Visualizations

Dashboards

Designers

Dashboard JSON

Explorer

Apps

Transformation

SAQL

Predicate

Metadata files

Dataflow

Dataflow jobs

Summary

Chapter 2: Setting Up Einstein Analytics

The Einstein platform setup process

Enabling Analytics

User types

Creating permission sets

Assigning a Einstein Analytics permission set to users

Einstein limits

Chapter 3: Say Hello to Einstein

Data preparation

Creating your first dataset

Updating datasets

Creating your first dashboard

Creating lenses

Creating your first lens

Adding lenses to dashboards

Creating a Bar chart

The Donut charts

Compare Table

Stacked Bar chart

Dashboard customization

Creating your first Einstein Analytics application

Set Smart Notification

Keyboard shortcuts for Wave dashboards and lenses

Chapter 4: Diving Deep into Einstein Analytics

Quota, dataflow, and data manager

Creating a quota dataset

Dataflows in Einstein Analytics

Transformations

augment

sfdcDigest

sfdcRegister

Required permissions

Configuring a dataflow

Running a dataflow

Scheduling the dataflow

Einstein dashboards

Differences between Wave Dashboard Designer and Classic Designer

Creating a dashboard using Wave Dashboard Designer

The General option under LAYOUT settings

Displaying the top 10 opportunities in the Bar chart.

Donut charts for the top five opportunity owners

Adding numbers for KPI

Closed Won and Closed Lost opportunity amounts

Listing widgets by Opportunity Type, Role Name, and Opportunity Owner

Owner Role Name and Opportunity Owner lists

The Range filter widget

What is faceting?

Connecting datasources

Setting initial values to filters

Creating a dashboard using Classic Designer

Creating your first chart in Classic Designer

Donut charts for Opportunities by Industry

Funnel chart for Opportunities by Stage

Converting your dashboard to a Wave Dashboard Designer

Chapter 5: Einstein for Sales

Executive dashboard for a sales team

Expected revenue KPIs

Actual revenue earned

The static step

Bindings in Einstein

Selection binding

Data selection functions

Data serialization functions

Result binding

Formatting derived measures or fields

Funnel charts for Opportunities by Stage

Sales Cloud Einstein

Setting up Sales Cloud Einstein

Creating a permission set

Assigning permission sets to users

The Sales Analytics Apps license

Creating a Sales Analytics App

Chapter 6: Einstein at Your Service

Service dashboards

Customer service dashboard - VP

Dashboards and lenses

Creating list filters

Static steps for country

Map chart for BillingCountry

Fine-tuning maps using map properties

The BillingCountry and BillingState tables

Connecting static steps as filters to the map and table

Adding key matrics to the dashboard using a Number widget

The Timeline chart for case count by AccountSources

Broadcast faceting

Optimizing dashboard performance

Einstein custom actions

What is a Salesforce action?

Chapter 7: Security and Sharing in Einstein Analytics

Einstein Security

Salesforce data security.

Sharing mechanism in Einstein

Mass-sharing the application

Row-level security

Security predicates for the record owner

Chapter 8: Recipe in Einstein

Dataset recipe

What is a data recipe?

Creating a recipe

Running a recipe

Adding data

The column profile option

The ATTRIBUTES tab

The NAVIGATOR tab

Additional transformation suggestions

The bucket field

The formula field

The scheduling recipe

Exporting datasets using datasetUtils

Chapter 9: Embedding Einstein Dashboards

Embedding dashboards

Embedding dashboards on the detail page in Salesforce Classic

Embedding the dashboard in Lightning

Lightning page attributes in embedding a dashboard

Embedding the dashboard in Visualforce Pages

Embedding dashboards to websites and web applications

Embedding and sharing dashboards in communities

Enabling Communities

Enabling Analytics for Communities

Embedding dashboards using Community Builder or Visualforce Pages

The Enable sharing with Communities option

Chapter 10: Advanced Technologies in Einstein Analytics

Salesforce Analytics Query Language

Using SAQL

Using foreach in SAQL

Using grouping in SAQL

Using filters in SAQL

Using functions in SAQL

Extended metadata in Analytics

Downloading the XMD for the dataset

Configuring XMD

Uploading XMD in the dataset

Dashboard JSON in Analytics

Chapter 11: Machine Learning and Deep Learning

AI in Einstein Analytics

Machine learning

Deep learning

Natural-language processing

Einstein Intent

Einstein Sentiment

Other Books You May Enjoy

Index.

Notes:

Includes index.

Description based on online resource; title from PDF title page (EBC, viewed February 23, 2018).

ISBN:

9781788478182

1788478185