Einstein Analytics is a set of out-of-the-box AI technologies that provide a smooth experience to the users while they collaborate on any device. Whether it is about cloning the master dashboard for each story point, explaining insights within the
dashboard, or enhancing interactivity and communication - Einstein
1. A Comprehensive Guide To Salesforce Einstein Analytics
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2. Introduction To Salesforce Einstein Analytics
Einstein Analytics is a set of out-of-the-box AI technologies that provide a smooth
experience to the users while they collaborate on any device. Whether it is about cloning
the master dashboard for each story point, explaining insights within the
dashboard, or enhancing interactivity and communication - Einstein
Analytics has something for everyone!
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3. Why Use Einstein Analytics?
❖ Analyze and explore large and complex
datasets quickly and seamlessly.
❖ Easy data conversion and
synchronization.
❖ Transform tables into charts.
❖ Smart Analytics for Sales, Service and
Marketing teams.
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4. cloud.analogy info@cloudanalogy.com +1(415)830-3899
How To Access Einstein Analytics In
Salesforce?
Einstein Analytics is integrated within the Salesforce platform.
Users need the license and can access Einstein Analytics via:
❖ The Analytics tab
❖ The Analytics Studio app (from the App Launcher)
Users’ permissions are defined on their Salesforce user record,
granted via a Salesforce permission set.
5. Components Of Einstein Analytics
App
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Dashboard Lens Dataflow
6. App
Each user has their own app called “My Private App” in Einstein Analytics, where they can store
reports for your personal use, similar to Salesforce with your “Private Reports” folder that comes up
as default.
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7. Dashboard
Einstein Analytics dashboard consists of multiple widgets. A list
filter or date filter is also known as widgets in Einstein
Analytics. Faceting is one of the most useful features of the
Einstein Analytics dashboard.
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8. Lens
Users can explore Dashboard widget as a lens and it can then stored into an app for future
usage, including store into My Private app.
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9. Dataflow
Dataflow is connected nodes chain for data transformation to build Datasets. Every data
transformation node has its own specific functions, from get data, augment, compute,
register and etc.
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10. All in all, Einstein Analytics helps you improve customer service, increase
sales, automate business workflows, provide better and precise product
recommendations,and predict better business outcomes consistently and
effortlessly.
Conclusion
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