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data to insights to actions
  • Native to Salesforce with Mobile support
    • Create/Edit objects within
    • Embed Einstein Analytics in Sales Cloud objects/records
    • Sharing: Share and collaborate on :
      • Insights
      • Actions
  • Separate NoSQL datastore is used

Empowering Sales Team

  • Drive intelligent Sales with:
    • Einstein Data Discovery
    • Predictive Forecasting
    • Noise filter: Separate Signals from Noise to focus on rightDeals@rightTime
    • Analyze :
      • Opportunity waterfall
      • Historical Trends
      • Quota Progress
    • Increase Sales Team productivity by identifying coaching opportunities
    • Team members stay-informed with Alerts and Notifications

Analytics Assets

  • Dataset
    • Datasource
  • Lenses
  • Dashboards
  • Apps - Private or Shared
    • Analyses and answers about a specific area of your business

Dataset

  • Set of Data Sources
  • Can Contain data from single Salesforce object or data from external data sources like Oracle, Postgres or MySQL
  • You can create dataset by combining data from datasets :
    ds3 = ds1 + ds2

Data Sources

Data Sources

Dataset Creation

  • Extraction
    • Process of bringing data into Einstein Discovery
  • Preparation
    • Getting that data into a form that’s meaningful to the people exploring it
    • Einstein Discovery gives you suggestions on how to improve the quality of your dataset
    • It also includes several data transformation and manipulation features.
    • You review the suggested changes, and make data improvements to prepare your data for use.

Einstein Discovery suggestions

Sample Data Visualizations

EA Visualizations list

Analytics

  • How to get new Insights to every member of your team from your business data using:
    • Analytics
    • Einstein AI
  • Business Data (gold mine) from:
    • Salesforce
    • ERP
    • Data warehouses
    • Log files
    can be viewed together to provide insights to improve your business performance and provide 360-degree view of your business.
  • Provides self-service business intelligence to your teams

Special Developer Org

Special Developer Org with Analytics

  • With Einstein Analytics
  • Sample Data
  • Sample App

Analytics - make sense of large amounts of data

  • how your business is doing?
  • predict about what the coming months might bring?
Analytics blocks

Data Exploration

  • Goals for the data exploration - business use cases
  • Help in making data-driven decisions: make decisions based on data analysis

Analytics Studio

Analytics App

  • Apps allow users to organize and control sharing of their datasets, lenses, and dashboards

Einstein Data Discovery Datasets

EA Discovery Dataset

Einstein Data Discovery - Salesforce Dataset

EA Discovery Salesforce Dataset

Einstein Data Discovery - Oracle Dataset

EA Discovery Oracle Dataset

Einstein Data Discovery - Creating Story

EA Discovery Creating Story

Creating Story with Multiple Datasets

Creating Story with Multiple Datasets

Analytics Dashboards

  • Interactive collection of widgets that show query results from your data, whether that data comes from inside or outside Salesforce
  • Tell a multifaceted story about your business from different angles

Analytics Dashboards

  • You can explore dashboards by clicking displayed elements
  • Key metrics are calculated with fresh data from the last dataflow run
  • Every chart shows an interactive picture of a filtered database query
  • Collaborate with colleagues and to set goals for yourself
  • Using notifications, we can set up Analytics to tell when a milestone is reached.
  • Get latest about a dashboard in the Chatter feed

Dashboard Demo

EA Dashboard Demo

Service Manager Overview

Service Manager Overview

References