Getting Started with Salesforce Einstein Analytics

1. Front Matter

   Pages i-xxii

   PDF

2. Einstein Analytics: Introduction

   • Johan Yu

   Pages 1-13

3. Data Sources

   • Johan Yu

   Pages 15-32

4. Dataflow and Recipe

   • Johan Yu

   Pages 33-56

5. Dataset

   • Johan Yu

   Pages 57-71

6. Lens

   • Johan Yu

   Pages 73-86

7. Building the Dashboard

   • Johan Yu

   Pages 87-117

8. Exploring the Dashboard

   • Johan Yu

   Pages 119-138

9. Applying Security in Einstein Analytics

   • Johan Yu

   Pages 139-150

10. Advanced Topics

    • Johan Yu

    Pages 151-173

11. Back Matter

    Pages 175-179

    PDF

Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards.

Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files).

Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored.

What You Will Learn

• Use data from Salesforce and external sources
  
• Create a dataflow to build a flexible dataset
• Build dashboards using Einstein Analytics
  
• Explore and analyze data using Einstein Analytics
  
• Utilize SAQL and binding to create advance dashboards
  

Who This Book Is For

IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features

• Salesforce
• Salesforce Einstein
• Einstein analytics
• Dashboard
• Salesforce dashboard
• Salesforce Analytics Query Language
• SAQL
• AI
• Datasets
• Query data
• Enterprise
• Enterprise software

• Singapore, Singapore

  Johan Yu

Johan Yu has more than 20 years of experience working in the IT sector across multinational corporations (MNCs) and at a leading Salesforce consulting company in the Asia-Pacific region. He has spent more than 14 years working with Salesforce technology, starting his career as a developer, team leader, and technical manager, among many other challenging roles. Based in Singapore, Johan holds 13X active Salesforce certifications, ranging from Administrator to Architect/Designer certifications, and Einstein Analytics & Discovery Consultant. In his spare time, he enjoys writing blogs and answering questions in the Salesforce Trailblazers Community. In May 2014, Johan became the first Salesforce MVP from Southeast Asia. He is also the leader of the Salesforce Singapore User Group and is keen to help members solve issues related to configuration, implementation, and adoption, until more technical issues arrive.

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