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Getting Started with Salesforce Einstein Analytics

A Beginner’s Guide to Building Interactive Dashboards

  • Book
  • © 2019

Overview

Authors:
  1. Johan Yu

    1. Singapore, Singapore

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  • One of the first books on Salesforce Einstein Analytics, written by a leading Salesforce MVP
  • Teaches methodologies that make it easier for beginners to build and use dashboards
  • Presents dashboard features that can uncover invaluable insights from business and customer data

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Table of contents (9 chapters)

  1. Front Matter

    Pages i-xxii
    Download chapter 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
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Keywords

About this book

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

Authors and Affiliations

  • Singapore, Singapore

    Johan Yu

About the author

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.

Bibliographic Information

  • Book Title: Getting Started with Salesforce Einstein Analytics

  • Book Subtitle: A Beginner’s Guide to Building Interactive Dashboards

  • Authors: Johan Yu

  • DOI: https://doi.org/10.1007/978-1-4842-5200-0

  • Publisher: Apress Berkeley, CA

  • eBook Packages: Professional and Applied Computing, Apress Access Books, Professional and Applied Computing (R0)

  • Copyright Information: Johan Yu 2019

  • Softcover ISBN: 978-1-4842-5199-7Published: 12 September 2019

  • eBook ISBN: 978-1-4842-5200-0Published: 11 September 2019

  • Edition Number: 1

  • Number of Pages: XXII, 179

  • Number of Illustrations: 132 b/w illustrations

  • Topics: Computer Applications

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