An in-depth virtual session on Einstein Analytics on the Belgian Salesforce Administrators user group. What is Einstein Analytics, how does it compare to standard Salesforce Reports & Dashboards, an in-depth demo and how do you quickstart your knowledge on EA.
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Einstein Analytics allows you to explore all
of your data quickly and easily by providing
AI-powered advanced analytics, right in
Salesforce.
Salesforce
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
• What is Einstein Analytics?
• Einstein Analytics vs Reports & Dashboards
• Einstein Analytics Platform Overview
• Optimization with Data Sync
• Demo
• Einstein Analytics vs Reports & Dashboards
• What’s next?
Agenda
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
What is Einstein Analytics?
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Datasets
Dataset Builder
Dataflows
Recipes
Lens
Dashboards
Data Sync
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
Einstein Analytics vs Reports & Dashboards
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Explore High Data Volumes ( 25 million to 10 billion) Best for static and operational reports on Low Data Volumes
Access to all your External Data External data through Lightning Connect
Modern style UI 360° (Dynamic Dashboards, Customizable
Widgets, Filters, Heat Maps, …)
Solid (Limited) UI (Basic Dashboards, No filters and limited
chart options)
Build for mobile devices Limited to Salesforce 1 app
Multiple Objects in Dataflow, no limit. Max 4 levels in the Report Type
Decision making Dashboards Operational Reporting & Standalone Dashboards
It’s a platform It’s a tool!
Einstein Analytics Reports & Dashboards
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
What is Einstein Analytics?
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Datasets
Dataset Builder
Dataflows
Recipes
Lens
Dashboards
Data Sync
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
Dataset is a Data Repository (Storage) similar to file
system storage but with proprietary format and algorithms
flattening the data with inverted indexes (for volume and
speed).
Dataset
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Traditional
Tables
Flattened Indexed Key Value Pair Structure
(Files not Tables)
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
Dataset Builder
• Simplest way to create a dataset based on objects from local Salesforce org
• Create Dataset → select Salesforce → specify name and which dataflow to add to.
• ‘Dataflow run’ will actually create the dataset.
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
A dataflow is a process using instructions for creating a
dataset plus some transformations as the data is being read
and moved around
● When you build a dataset using the dataset builder the
instructions get automatically added to the dataflow in a
format describing the objects, fields and transformations.
● When the dataflow runs, the data engine executes the
instructions in the file and creates the final results as a
dataset.
● Dataflows run based on either a scheduled time or
manually (Run Now).
● Dataflow files can be downloaded, backed-up, edited, or
uploaded.
Dataflow
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
Recipes (the friendly Data Analyst UI)
• Recipes are used to prepare & clean data and/or combine multiple datasets into one.
• Recipes always start with a dataset or more, and result in a new dataset.
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
A lens is a view into a dataset used to get insight to a
specific business question. The lens can be saved and
shared independently. It can also be clipped to a
dashboard.
• Chart mode
• Table mode (Values, Compare & Pivot)
• SAQL Mode (Write your own queries)
• Edit Data fields
Lens & Explorer
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
A dashboard is a set of charts, metrics, and tables based on
the data in one or more lenses.
• Pages
• Interactive Widgets
• Global Filters
• Unique Dashboard layouts for all your devices
• ...
Dashboard
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
Einstein Analytics vs Reports & Dashboards
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Explore High Data Volumes ( 25 million to 10 billion) Best for static and operational reports on Low Data Volumes
Access to all your External Data External data through Lightning Connect
Modern style UI 360° (Dynamic Dashboards, Customizable
Widgets, Filters, Heat Maps, …)
Solid (Limited) UI (Basic Dashboards, No filters and limited
chart options)
Build for mobile devices Limited to Salesforce 1 app
Multiple Objects in Dataflow, no limit. Max 4 levels in the Report Type
Decision making Dashboards Operational Reporting & Standalone Dashboards
It’s a platform It’s a tool!
Einstein Analytics Reports & Dashboards
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Einstein Analytics Introduction (BE Administrators Group) 28/04/2020
• Einstein Analytics Learning Map
• Einstein Analytics Plus Training
• Learn Einstein Analytics Plus Trailmix
• Build Interactive Einstein Analytics Dashboards Video
Series
• Einstein Analytics Apps Basics
• Gain Insight with Einstein Discovery
What’s next?
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