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A Comprehensive Guide To Salesforce Einstein Analytics
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Introduction To Salesforce Einstein Analytics
Einstein Analytics is a set of out-of-the-box AI technologies that provide a smooth
experience to the users while they collaborate on any device. Whether it is about cloning
the master dashboard for each story point, explaining insights within the
dashboard, or enhancing interactivity and communication - Einstein
Analytics has something for everyone!
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Why Use Einstein Analytics?
❖ Analyze and explore large and complex
datasets quickly and seamlessly.
❖ Easy data conversion and
synchronization.
❖ Transform tables into charts.
❖ Smart Analytics for Sales, Service and
Marketing teams.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
cloud.analogy info@cloudanalogy.com +1(415)830-3899
How To Access Einstein Analytics In
Salesforce?
Einstein Analytics is integrated within the Salesforce platform.
Users need the license and can access Einstein Analytics via:
❖ The Analytics tab
❖ The Analytics Studio app (from the App Launcher)
Users’ permissions are defined on their Salesforce user record,
granted via a Salesforce permission set.
Components Of Einstein Analytics
App
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Dashboard Lens Dataflow
App
Each user has their own app called “My Private App” in Einstein Analytics, where they can store
reports for your personal use, similar to Salesforce with your “Private Reports” folder that comes up
as default.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Dashboard
Einstein Analytics dashboard consists of multiple widgets. A list
filter or date filter is also known as widgets in Einstein
Analytics. Faceting is one of the most useful features of the
Einstein Analytics dashboard.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Lens
Users can explore Dashboard widget as a lens and it can then stored into an app for future
usage, including store into My Private app.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Dataflow
Dataflow is connected nodes chain for data transformation to build Datasets. Every data
transformation node has its own specific functions, from get data, augment, compute,
register and etc.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
All in all, Einstein Analytics helps you improve customer service, increase
sales, automate business workflows, provide better and precise product
recommendations,and predict better business outcomes consistently and
effortlessly.
Conclusion
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Thank You
cloud.analogy info@cloudanalogy.com +1(415)830-3899

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Complete Guide To Salesforce Einstein Analytics

  • 1. A Comprehensive Guide To Salesforce Einstein Analytics cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 2. Introduction To Salesforce Einstein Analytics Einstein Analytics is a set of out-of-the-box AI technologies that provide a smooth experience to the users while they collaborate on any device. Whether it is about cloning the master dashboard for each story point, explaining insights within the dashboard, or enhancing interactivity and communication - Einstein Analytics has something for everyone! cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 3. Why Use Einstein Analytics? ❖ Analyze and explore large and complex datasets quickly and seamlessly. ❖ Easy data conversion and synchronization. ❖ Transform tables into charts. ❖ Smart Analytics for Sales, Service and Marketing teams. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 4. cloud.analogy info@cloudanalogy.com +1(415)830-3899 How To Access Einstein Analytics In Salesforce? Einstein Analytics is integrated within the Salesforce platform. Users need the license and can access Einstein Analytics via: ❖ The Analytics tab ❖ The Analytics Studio app (from the App Launcher) Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set.
  • 5. Components Of Einstein Analytics App cloud.analogy info@cloudanalogy.com +1(415)830-3899 Dashboard Lens Dataflow
  • 6. App Each user has their own app called “My Private App” in Einstein Analytics, where they can store reports for your personal use, similar to Salesforce with your “Private Reports” folder that comes up as default. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 7. Dashboard Einstein Analytics dashboard consists of multiple widgets. A list filter or date filter is also known as widgets in Einstein Analytics. Faceting is one of the most useful features of the Einstein Analytics dashboard. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 8. Lens Users can explore Dashboard widget as a lens and it can then stored into an app for future usage, including store into My Private app. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 9. Dataflow Dataflow is connected nodes chain for data transformation to build Datasets. Every data transformation node has its own specific functions, from get data, augment, compute, register and etc. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 10. All in all, Einstein Analytics helps you improve customer service, increase sales, automate business workflows, provide better and precise product recommendations,and predict better business outcomes consistently and effortlessly. Conclusion cloud.analogy info@cloudanalogy.com +1(415)830-3899