
This video will give you an overview about the course.
In this video, user will be introduced to Einstein Analytics, its importance, etc. User will sign up to developer org and log into it. Finally, user will open Analytics studio.
• Know the importance of Einstein Analytics
• Sign up to developer org
• Open the Analytics Studio
This video highlights all the required concepts and terminologies in EA. User will create an app and create a dataset from CSV. User will know about ‘Create’ button and multiple options available on it.
• Know the concepts and terminologies in Einstein Analytics
• Create a blank app
• Create a dataset from CSV file
This video covers the remaining concepts in EA. User will be introduced to concept of dataflow and dataset builder. Later in the video, user will create account dataset using Salesforce object.
• Know the concepts and terminologies in Einstein Analytics
• Create an Account dataset from Salesforce object
• Create Opportunity dataset from Salesforce object
This video user will create a dashboard and knows about dashboard and general properties. User will be given a business use case and based on that, he has to create a dashboard.
• Understand business use case
• Create a blank dashboard and use widgets
• Create charts and table, using datasets
This video covers filter widgets like toggle, list, and global widgets. User will be using dashboard created in the previous video. User will see how they can enable single and multiple selection for filters. User will also see, how to select initial/default value for filter.
• Analyze Drag and drop list, and toggle widgets on the dashboard
• Set default filter value
• Enable single and multiple selection and add date filter to dashboard
This video covers the dashboard properties and widget properties to enhance the user experience. We will be using same dashboard created in previous videos.
• Change the dashboard properties and fine tune the dashboard
• Go through general properties for bar chart
• Go through general properties for pie chart
In this video, we will revise the concept of Dataflow. We will go through the data sync aka replication. Understanding dataflow design and using dataflow editor UI.
• Understand Dataflow and the concept of data sync/replication
• Understand Dataflow design and get familiar with dataflow editor
• Create a dataflow and use sfdcDigest and sfdcRegister transformation
We will go through augment transformation and we will see how we can add and remove a field.
• Create a dataflow design
• Create augment node to join account and opportunity
• Add and remove fields from dataflow
In this video, we will be covering filter and compute expression.
• Add filter node and use filter expression to limit data
• Understand significance of compute expression
• Implement few use cases using compute expression and run dataflow
In this video tutorial, we will go through Edgemart transformation and slice dataset. We will go through the UI for dataflow scheduling.
• Add Edgemart node
• Add slice dataset transformation
• Schedule dataflow
This video covers data recipe concept and the UI for data recipe and its significance. We will create a dataset using data recipe tool.
• Understand data recipes
• Get familiar with data recipe tool
• Create a dataset
This video covers how to remove filters from dataset. We will go through the different type of bindings in Einstein Analytics. Later, we shall also create a sample dashboard for hands on and then see how faceting, broadcasting, and connecting data source work.
• Create a sample dashboard
• Understand and apply faceting and broadcasting
• Understand and connect to datasets using data sources
This video covers advances data binding options. User will understand the static steps and get familiar with dashboard JSON.
• Understand data binding functions
• Create static steps
• Go to dashboard JSON and use bindings
This video, we are going to understand the importance of embedding dashboard. Later, we will have hands on session for embedding dashboard to classic and lightning.
• Know the importance of embedding feature
• Embed dashboard to lightning
• Embed dashboard to classic
This video will give user a high-level overview of SAQL. We will use few use cases and implement it using SAQL.
• Understand why we need SAQL
• Implement use cases
This video explains how to enable Einstein Analytics for fresh Salesforce org. Also understand the user types and setup the EA org.
• Enable Einstein Analytics
• Create permission set
• Assign permission set to user
This video explains multiple ways to protect data in EA. We will also go through the security and sharing. We are going to implement sharing, data security, predicates, and so on.
• Understand sharing inheritance
• Share dashboard with users
In this video tutorial, we will go through the settings responsible for connecting to external data sources. We will create a Heroku database and connect to Salesforce.
• Sign up to Heroku
• Connect to Heroku
• Pull data from Heroku and create dataset
Create executive dashboard.
• Create executive dashboard
• Apply all the widgets and properties you have learnt so far
Salesforce Einstein analytics Aka Wave analytics is a cloud-based platform that helps users to connect data from multiple resources without a single line of code and gives insights from the data. Getting insights from the customer data is the lifeblood of any organization. This video course will help you create an app, lenses, and dashboards for your data, which resides in any source/database or combine the data from different locations. Along with this, it will help the users to import the data into Einstein Analytics and create dashboards. Firstly, you will learn how to create analytics datasets and create useful charts from those datasets. Then, you will understand how to share these dashboards with other users. Finally, you’ll get hands-on with this tutorial and understand what the platform offers for data analysis and insights. By the end of the course, you can gaze through data confidently enough to help your organization make wise business decisions.
About the Author
Santosh Tukaram Chitalkar has been working on the Salesforce platform for over 7 years and is very passionate about Einstein analytics. This passion resulted in his first book on the same topic. He has also developed products for AppExchange such as FieldRecon.