Play by Play: Understanding Salesforce Einstein Analytics

In this course, you’ll learn how to deliver an interactive, analytics dashboard in hours instead of months through Salesforce Einstein Analytics.
Course info
Level
Intermediate
Updated
Mar 14, 2018
Duration
1h 57m
Table of contents
Description
Course info
Level
Intermediate
Updated
Mar 14, 2018
Duration
1h 57m
Description

Play by Play is a series in which top technologists work through a problem in real time, unrehearsed, and unscripted. In this course, Play by Play: Understanding Salesforce Einstein Analytics, Carl Brundage and Don Robins explain and demonstrate the benefits of Einstein Analytics. Learn about ideal use cases for its application, how to configure and schedule replication with external data sources, and examples of debugging and troubleshooting Dataflow errors. By the end of this course, you’ll have gained some great perspective around how approachable Einstein Analytics is, and how you can leverage it for building Salesforce Business Intelligence solutions.

About the author
About the author

About the author

Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing.

More from the author
More courses by Don Robins
Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series where we sit down with Salesforce experts such as MVPs, consultants, developers, and architects to discuss common challenges faced every day by Salesforce customers. We'll be learning while discussing concepts and debating tradeoffs on various approaches to solving real-world problems. We learn by reviewing system configurations or writing code, and then exploring the benefits of any particular solution. In this course, we challenge Carl Brundage, Salesforce certified technical architect, to explain and demonstrate the benefits of Einstein Analytics, formally known as Wave. Carl first clarifies exactly what Einstein Analytics is and identifies some ideal use cases for its application. He demystifies its terminology and compares and contrasts its core features to standard Salesforce reports and dashboards. You'll watch as he demonstrates the differences between using an out-of-the-box Einstein app versus building a solution from the ground up using the Einstein Analytics platform. You'll learn the basics of the platform as he chooses a datasource, builds datasets, shows how to configure and schedule replication with external datasources, and you'll even see examples of debugging and troubleshooting data flow errors. Along the way, we explore lenses, compare tables, and the Salesforce Analytics Query Language, also known as SAQL. You'll learn about enforcing user security, using extended metadata to build dashboards for KPI and chart displays, and you'll see how Einstein Analytics apps can be surfaced in both Lightning Experience and on mobile devices. By the time we're done, you'll have gained some great perspective around just how approachable Einstein Analytics is and how you can leverage it for building Salesforce business intelligent solutions in hours or days rather than weeks or months. So please join us for Understanding Salesforce Einstein Analytics. We hope you enjoy it.

Obtaining Data
Well we can get data from a couple of places. We talked about Salesforce. We talked about external sources. So let's look at how we would actually do that. How we can pull in data and create a dataset from it. It's actually a fairly easy process inside of our app. We can actually say Create, Dataset, and we get a couple of choices. So we could upload a CSV. I'm going to come back. We'll look at that example for our external source in a moment, but I'm going to grab it from Salesforce using the dataset builder. You also have options if you're using something like Informatica Rev. You could push in data from that tool as well. So I noticed that option for Informatica, but that's the only one there. Are there ways to add other options here? So this option is really meant for pushing data in from a tool. We'll take a look at where we have connectors. And the connectors are set up to pull in from those other sources automatically. So this just suggests that there is a connectors already configured for this particular technology. So I'm going to pick Salesforce, and I'm going to click Continue, and here we have a couple of options. We can give it a name. I'm going to start by pulling in the opportunities. We can put it in a couple of places. The dataflow is a collection of all the steps necessary to bring data from Salesforce, or an external source into the final dataset. For us, let's add it to a PlaybyPlay. Now one of the things here is if you don't have replication set up inside of your Salesforce org for analytics, you won't have the option to do a new dataflow, you're always using the default. That's just found back in the settings under Analytics. So it's a checkmark to say I want to enable replication. What it'll do is it will let you pull in accounts, contacts, all those fields before you need them so that the dataflow runs right. So can you talk a little bit about what replication is? Sure.