Santosh Tukaram Chitalkar - Learning Einstein Analytics

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First published: January 2018

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Santosh Tukaram Chitalkar has been working on the Salesforce platform for over five years. He currently works for Capgemini as a Salesforce consultant. During his time at Capgemini, he has worked on various Salesforce projects, which include the implementation of sales SFO, inline Visualforce pages for sales and service assets, and renewal processes.

He has also developed products for AppExchange such as FieldRecon. In his free time, he loves writing about Salesforce Einstein Analytics on his blog Pinakin Technology.

Abhishek Tripathi has more than 5 years of experience with the Salesforce platform. He is a Salesforce certified application architect and has 16 Salesforce certifications. He is a technical blogger, posting tips and tricks for Salesforce to help others in the Salesforce community.

Abhishek has worked with some giants with Salesforce, such as PwC US, Coca-Cola, Tquila (acquired by Accenture), and Accenture.

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Einstein Analytics, formally known as Wave Analytics, is a cloud-based platform that connects data from multiple sources and explores it to uncover insights. It empowers sales representatives, marketers, and analysts with insights to make customer interactions smarter; without building mathematical models. You will learn how to create applications, lenses, and dashboards, and how to share those dashboards with other users.

This book starts off by explaining the fundamental concepts, such as lenses, steps, and measures; it then sets you up with the Einstein Analytics platform. The book then moves on to creating an applicationyou will learn how to create datasets and dashboards, and the different ways of importing data into Analytics. Moving on, we look at Einstein for sales, services, and marketing, individually. Here, you will learn to manage your pipeline, understand important business drivers, and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with Lightning, Visualforce page, and mobile devices. Further, you will learn advanced features pertaining to the recent advancements in Einstein, which include machine learning constructs and getting predictions for events. By the end of this book, you will be proficient in Einstein Analytics, getting insights faster and understanding your customers in a better way.

This book is for beginners who want to explore this AI-powered business intelligence software by Salesforce. Prior knowledge of the Salesforce platform is required.

, Getting Started with Einstein Analytics, gives an overview of Einstein Analytics. It also covers the concepts and terminologies used in Einstein Analytics. We will sign up to Salesforce special developer edition in this chapter.

, Setting Up Einstein Analytics, covers creating and understanding users and user types. We are going to learn how to create and assign permission sets.

, Say Hello to Einstein, covers building your first lenses and dashboards.