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Accelerate time to insights with Einstein Analytics templates
- 2. Hands on Workshop Acceleratetime to insights with Einstein Analytics Templates Terry Wilson
- 3. Accelerate time tovalue by utilizing one of the many Einstein Analytics templates to jumpstart your business solution . In this workshop you will have an introduction to the available templates for applications and dashboards, creating at least one application from a template. As an exercise, we will choose a dashboard template, carry out some customizations and embed it in a core salesforce page as well as making it ready for the Mobile Analytics App.
- 4. Trial Org setup and Mobile App Request an org with a user name such as Jane.Smith@snowforce.march • Use this link: https://developer.salesforce.com/promotions/orgs/analytics- trainings-de • Once the instance is setup, you will receive an email with your username (record your username so you don't forget) • Activate the link in the email to set your new password and related security info (right click on the Verify button, copy link and open in private or incognito browser) • On your Mobile device Download Salesforce Analytics Mobile App (Apple or Android)
- 5. Create Apps andDashboards from Templates
- 6. Templated Apps andDashboards
- 7. Create the LearningApp from a Template
- 8. Create example Datasetfor Template Initially create InvoiceAmount dataset from the InvoiceAmount.csv file provided.
- 9. Mashup external dataand SFDC data in Recipes Create Recipe from Opportunities
- 10. Add Invoice Datato Opportunities Add the External Invoiced Amount from the InvoiceAmount dataset
- 11. Enhance data Add AttainmentGap field
- 12. Run Recipe tocreate OpptyInvoice dataset Run recipe
- 13. Create dashboard fromTemplate Create dashboard from Metric Trends Template
- 14. Personalize dashboard Add datasetand fields to show metric trends
- 15. Embed Invoice Trendsin Sales Home Edit Home Page
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