Complete Guide to Salesforce Einstein Analytics

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What is SalesforceEinstein Analytics? My Two Line Pitch

Salesforce Einstein Analytics is a cloud-based analytics tool offered by Salesforce. The data is stored on its own platform (not the Salesforce platform), but being a Salesforce product, it is integrated well with the main Salesforce platform.

Why do I need Einstein Analytics?

Although the Salesforce platform offers amazing reporting capabilities in comparison to the rest of the CRM market, it is not designed to analyze complex and large data. That’s where Einstein Analytics comes in – with these data manipulation and visualization capabilities, you can explore large and complex datasets quickly and easily (explore being the keyword here!).

If you are a Salesforce admin or reporting analyst, you must be familiar with all limitations of Salesforce reporting and dashboards, such as maximum four object relationships for a report type – or to build a dashboard, you need to create reports that use the same data source. These limitations pretty much disappear when using Einstein Analytics; instead, you can build this advanced logic into the dataflow.

Do I have to pay more to get Einstein Analytics?

Yes, if you are using Sales Cloud, Service Cloud, or any other Salesforce product, you still need to purchase for Einstein Analytics. Currently, there are 3 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus.

How do you access Einstein Analytics from Salesforce?

Einstein Analytics is integrated so well with the Salesforce platform, your users may not even be aware they are exploring an Einstein Analytics dashboard vs a standard dashboard! Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher).

But first, users need the license! Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set.

How does Einstein Analytics get the Data?

There are multiple options for loading data into Einstein Analytics – directly from Salesforce objects, a Salesforce report, by manually loading data from a CSV file, or External data sources, including other Salesforce Orgs.

You have the option to enable or disable data sync between Salesforce and Einstein Analytics, this sync is only for objects and fields used Einstein Analytics; however, to fetch external data, you must enable sync. When the sync is enabled, data use in Einstein Analytics will be sync from Salesforce – not all Salesforce data.

4 Einstein Analytics Components – A Glossary

There are 4 main components of Einstein Analytics:

App

You can treat an app like a folder, but an app can store multiple items, such as dataset, lens, and dashboards (which we will cover below!). Similar to the way a Salesforce report or dashboard folder functions, you can share the app by user name, role, and group, each with a different level of access: manager, editor or viewer.

In Einstein Analytics, each user has their own app called “My Private App”, where you can store reports for your personal use – just like in Salesforce with your “Private Reports” folder, which comes up as default when you save a new report.

Dashboard

An Einstein Analytics dashboard is made up of multiple widgets, similar to a component on a Salesforce dashboard; however, a list filter or date filter is also referred to as widgets in Einstein Analytics, which is something to be aware of.

The Dashboard is where users explore and analyze widgets. One of the most useful features of the Einstein Analytics dashboard is faceting. By default, widgets using the same dataset or linked datasets are related to each other with facets, e.g. when a user makes a selection in a bar chart, the selected values will be broadcasted to other widgets, and if the recipients’ widgets are enabled to apply filters from faceting, those widgets will be filtered too, this makes users able to analyze data easily.

Lens

A lens is similar to a Salesforce report that sits behind a dashboard – but, the difference is that in Einstein Analytics, a dashboard does not use a Lens as the data source. Dashboard widget can be explored as a lens by users, it can and stored into an app for future usage, including store into My Private app.

Dataflow

Dataflow is a chain of connected nodes for data transformation to build Datasets, ideally, you should start with getting data for transformation; either from the existing Einstein Analytics dataset, or from Salesforce object, or from external data. Each data transformation node has its own specific functions, from get data, augment, compute, register and etc.

As per dashboard requirements, you can craft the dataflow to orchestrate data transformation, the result of dataflow create Datasets for the dashboard.

What are the Best Resources for Getting Started with Einstein Analytics?

  1. Einstein Analytics Learning Map
  2. Let’s Play Salesforce Youtube Channel
  3. Learn Einstein Analytics Plus Trailhead Mix
  4. Simplysfdc Blog

More Questions?

Join Einstein Analytics trailblazers community, currently, there are more than 32,000 community members, so see you in the community! If you would like even further reading, I’ve just realised a book titled “Getting Started with Salesforce Einstein Analytics: A Beginner’s Guide to Building Interactive Dashboards” from Amazon.com or Apress.com to speed-up your Einstein Analytics learning journey.

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