The document discusses building Einstein Analytics apps. It provides an overview of key concepts like datasets, dataflows, lenses, dashboards, stories, and templates. Templates allow for the orchestrated installation of analytics assets. The document also discusses the analytics developer experience, including application lifecycles, platform integration using various SDKs, and using Salesforce DX for development.

1. Building
Einstein
Analytics Apps
London
March 6th, 2019

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3. Developer Experience
Chris Jolley
Skip Sauls
Einstein Analytics Developer Experience

4. Analytics Assets

5. Datasets
Source data formatted and
optimized for exploration

6. Dataflows
Instructions for ELT (Extract,
Load, & Transform) at scheduled
intervals

7. Lenses
Views into datasets via queries
and visualizations

8. Dashboards
Curated runtime views of
analytics data via charts, tables,
and metrics

9. Stories
Start by selecting your desired
outcome and get insights into
your Dataset based on a
statistical analysis backed by a
predictive Model.

10. Models
Predictive Model that backs a
Story, deployed into a separate
entity for use in Scoring.

11. Templates
Prototypes of apps for
dynamically creating and
customizing app instances.

12. Analytics Developer Experience

13. Application
Lifecycle
Management
Application
Customization
Platform
Integration
Metadata
Web SDK
Custom VF Pages
APIs
Sharing
Lightning Components
Salesforce DX
Apex SDK
Apex Steps
App Templates
Template SDKPackaging
Einstein Analytics Developer Experience

14. App Templates

15. What are Templates?
Orchestrated Installation of
Analytics Assets
● Dashboards
● Lenses
● Datasets (CSV)
● Datasets (Dataflow)
● XMD (Conditional Formatting)
● ED Stories

16. Why Templates?
All Orgs are different
● Custom Objects
● Enable Different Features
● Different Dates & Definitions
Org Readiness
● Apex Class
● Auto Inspect & Discovery
Wizard
● Interactive Install
● Auto Generated or
● Fully Customizable
Orchestration
● Dataflow->Assets->Xmd
Upgrades

17. Development Lifecycle
● App to Template to App
● SFDX Scratch Orgs
● AppExchange
● Install: Analytics Studio,
Lightning Component,
Apex
● Versioning
● Upgrade
Develop
Test
DeployInstall
Upgrade
Application Lifecycle
Management

18. Getting started with templates
Prerequisites
Salesforce Metadata
JSON
Nice to Haves
VisualForce
Javascript
Apex

19. How
Create all Assets in Analytics Studio
• Aggregate everything under a single folder
Convert the App to a Template
• SFX Analytics Plugin or REST API
Export the Template
• SFX Analytics Plugin or Metadata API
Optionaly
• Create a Wizard with Questions to drive the custom install
• Create Apex class to inspect and Validate the Org
• Create Rules to morph Dashboard, Lenses, & Dataflows
• Create Release Notes and add Preview Images
Getting Started

20. Where
SFDX Analytics Plugin
• sfdx plugins:install @salesforce/analytics
• https://www.salesforce.com/video/3579624/
Public SFDX Analytics Samples
• https://github.com/forcedotcom/sfdx-analytics
Developers Guide
• https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_wave_templates.meta/bi_dev_guide_wav
e_templates/bi_templatesdev_intro_wave_templates.htm
Trailhead
• https://trailhead.salesforce.com/en/modules/wave_analytics_templates_intro
Getting Started

21. SFDX

22. Salesforce DX Overview
Source Driven Development
• Source of truth shifts from the org to VCS allowing use of modern collaboration tools such as GIT
Salesforce CLI (Command Line Interface)
• Commands built around open API’s to work with your salesforce environment
Scratch Orgs
• Spin up a salesforce org quickly with specified features and preferences.
• DevelopmentWave feature is now available for analytics app development.
• Source driven, fully configurable, and disposable environment that can be used for development and
automated testing
Continuous Delivery
• Development based on standards so you can continue to use the tools you already use

23. Salesforce DX Overview – How to get Started?
You don’t have to throw anything away!
It’s pretty simple:
• Enable Dev Hub in your Developer Edition, trial, or production org
• Download the Salesforce CLI
• Install the Analytics DX Plugin to the CLI
• Create scratch orgs with the DevelopmentWave scratch org feature

24. Salesforce DX CLI

25. Salesforce DX CLI – Analytics Plugin

26. Analytics SDKs

27. Web SDK
wave:update
Inbound event to set the filter or
selection on the specified dashboard
wave:selectionChanged
Outbound event to allow components
to react to dashboard selections

28. Web SDK
wave:discover
Global request sent to all Analytics
dashboard components
wave:discoverResponse
Response send from Analytics
dashboards component with

29. Web SDK
wave:sdk
Access to Analytic assets from
Lightning Components
Dashboards, datasets, and lenses are
GA, templates and folders are in pilot

30. Apex SDK
ConnectApi.Wave.executeQuery
Executes a SAQL query and returns
the result JSON
Wave.QueryBuilder
Provides convenience methods for
constructing SAQL queries

31. Apex Steps
Dashboard Data Providers
Utilizes Apex REST endpoints for
accessing data
Supports callouts to external APIs
Use with Platform & Lightning Events
for real-time updates