Learning Einstein Analytics : Unlock critical insights with Salesforce Einstein Analytics.

Learning Einstein Analytics : Unlock critical insights with Salesforce Einstein Analytics.

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....

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Bibliographic Details
Main Author: Chitalkar, santosh
Format: eBook
Language:English
Published: Birmingham : Packt Publishing, 2018.
Subjects:
Sales management > Data processing.
Marketing research > Data processing.
Data mining.
Dashboards (Management information systems)
Balanced scorecard (Management)
Operational research.
Enterprise software.
Project management software.
Cloud computing.
Computers > Enterprise Applications > Business Intelligence Tools.
Computers > Desktop Applications > Project Management Software.
Data mining
Marketing research > Data processing
Sales management > Data processing
Online Access:Click for online access
Table of 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 typesCreating permission sets; Assigning a Einstein Analytics permission set to users; Einstein limits; Summary; 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; Summary.
  • Chapter 4: Diving Deep into Einstein AnalyticsQuota, dataflow, and data manager; Creating a quota dataset; Dataflows in Einstein Analytics; Dataflow; 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 KPIClosed 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; Summary; Chapter 5: Einstein for Sales.
  • Executive dashboard for a sales teamExpected 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; Summary; Chapter 6: Einstein at Your Service; Service dashboards; Customer service dashboard â#x80;#x93; VP.

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