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Introduction to einstein analytics

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An in-depth virtual session on Einstein Analytics on the Belgian Salesforce Administrators user group. What is Einstein Analytics, how does it compare to standard Salesforce Reports & Dashboards, an in-depth demo and how do you quickstart your knowledge on EA.

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Introduction to einstein analytics

  1. 1. Presentation by Steven Hugo April 2020 Introduction to Einstein Analytics
  2. 2. Steven Hugo Salesforce Lead Developer www.stevenhugo.be
  3. 3. PwC Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. Salesforce 3
  4. 4. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 • What is Einstein Analytics? • Einstein Analytics vs Reports & Dashboards • Einstein Analytics Platform Overview • Optimization with Data Sync • Demo • Einstein Analytics vs Reports & Dashboards • What’s next? Agenda 4
  5. 5. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 What is Einstein Analytics? 5 Datasets Dataset Builder Dataflows Recipes Lens Dashboards Data Sync
  6. 6. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics vs Reports & Dashboards 6 Explore High Data Volumes ( 25 million to 10 billion) Best for static and operational reports on Low Data Volumes Access to all your External Data External data through Lightning Connect Modern style UI 360° (Dynamic Dashboards, Customizable Widgets, Filters, Heat Maps, …) Solid (Limited) UI (Basic Dashboards, No filters and limited chart options) Build for mobile devices Limited to Salesforce 1 app Multiple Objects in Dataflow, no limit. Max 4 levels in the Report Type Decision making Dashboards Operational Reporting & Standalone Dashboards It’s a platform It’s a tool! Einstein Analytics Reports & Dashboards
  7. 7. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 What is Einstein Analytics? 7 Datasets Dataset Builder Dataflows Recipes Lens Dashboards Data Sync
  8. 8. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Dataset is a Data Repository (Storage) similar to file system storage but with proprietary format and algorithms flattening the data with inverted indexes (for volume and speed). Dataset 8 Traditional Tables Flattened Indexed Key Value Pair Structure (Files not Tables)
  9. 9. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Dataset Builder • Simplest way to create a dataset based on objects from local Salesforce org • Create Dataset → select Salesforce → specify name and which dataflow to add to. • ‘Dataflow run’ will actually create the dataset. 9
  10. 10. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 A dataflow is a process using instructions for creating a dataset plus some transformations as the data is being read and moved around ● When you build a dataset using the dataset builder the instructions get automatically added to the dataflow in a format describing the objects, fields and transformations. ● When the dataflow runs, the data engine executes the instructions in the file and creates the final results as a dataset. ● Dataflows run based on either a scheduled time or manually (Run Now). ● Dataflow files can be downloaded, backed-up, edited, or uploaded. Dataflow 10
  11. 11. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Recipes (the friendly Data Analyst UI) • Recipes are used to prepare & clean data and/or combine multiple datasets into one. • Recipes always start with a dataset or more, and result in a new dataset. 11
  12. 12. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 A lens is a view into a dataset used to get insight to a specific business question. The lens can be saved and shared independently. It can also be clipped to a dashboard. • Chart mode • Table mode (Values, Compare & Pivot) • SAQL Mode (Write your own queries) • Edit Data fields Lens & Explorer 12
  13. 13. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 A dashboard is a set of charts, metrics, and tables based on the data in one or more lenses. • Pages • Interactive Widgets • Global Filters • Unique Dashboard layouts for all your devices • ... Dashboard 13
  14. 14. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics Platform Overview 14
  15. 15. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Optimization with Data Sync • Enabled by default since Winter ‘20. 15
  16. 16. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics Connectors 16
  17. 17. Demo d
  18. 18. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics vs Reports & Dashboards 18 Explore High Data Volumes ( 25 million to 10 billion) Best for static and operational reports on Low Data Volumes Access to all your External Data External data through Lightning Connect Modern style UI 360° (Dynamic Dashboards, Customizable Widgets, Filters, Heat Maps, …) Solid (Limited) UI (Basic Dashboards, No filters and limited chart options) Build for mobile devices Limited to Salesforce 1 app Multiple Objects in Dataflow, no limit. Max 4 levels in the Report Type Decision making Dashboards Operational Reporting & Standalone Dashboards It’s a platform It’s a tool! Einstein Analytics Reports & Dashboards
  19. 19. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 • Einstein Analytics Learning Map • Einstein Analytics Plus Training • Learn Einstein Analytics Plus Trailmix • Build Interactive Einstein Analytics Dashboards Video Series • Einstein Analytics Apps Basics • Gain Insight with Einstein Discovery What’s next? 19
  20. 20. www.pwc.be Thank you

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