Getting Started With Salesforce Einstein Analytics

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Getting Started With Salesforce Einstein Analytics

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Author : Johan Yu
language : en
Publisher: Apress
Release Date : 2019-09-11

Getting Started With Salesforce Einstein Analytics written by Johan Yu and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-09-11 with Computers categories.

Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. What You Will Learn Use data from Salesforce and external sources Create a dataflow to build a flexible datasetBuild dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards Who This Book Is For IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features

Getting Started With Salesforce Einstein Analytics

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Author : Johan Yu
language : en
Publisher:
Release Date : 2019

Getting Started With Salesforce Einstein Analytics written by Johan Yu and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019 with Dashboards (Management information systems) categories.

Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. You will: Use data from Salesforce and external sources Create a dataflow to build a flexible dataset Build dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards.

Learn Salesforce Analytics Cloud

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Author : Innoware Pjp
language : en
Publisher: Independently Published
Release Date : 2023-03-08

Learn Salesforce Analytics Cloud written by Innoware Pjp and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-08 with categories.

Learn Salesforce Analytics Cloud Salesforce Analytics Cloud is a business intelligence and analytics platform that enables organizations to derive insights from their data and make informed decisions. The platform, also known as Salesforce Einstein Analytics, is a cloud-based solution that provides advanced analytics capabilities, including machine learning and artificial intelligence. This book covers the following topics: 1. Introduction 1.1 Overview of Salesforce Analytics Cloud and its capabilities 1.2 Benefits of using Salesforce Analytics Cloud for business intelligence and data analysis 2. Getting Started with Salesforce Analytics Cloud 2.1 Setting up a Salesforce Analytics Cloud account 2.2 Exploring the Salesforce Analytics Cloud interface and navigation 2.3 Creating and managing datasets and data connections 2.4 Understanding data modeling and data preparation in Salesforce Analytics Cloud 3. Building Dashboards and Reports 3.1 Creating and customizing dashboards in Salesforce Analytics Cloud 3.2 Building reports and visualizations using Salesforce Analytics Cloud tools 3.3 Using advanced analytics features such as AI and machine learning in Salesforce Analytics Cloud 4. Data Management and Security 4.1 Managing data security and access in Salesforce Analytics Cloud 4.2 Integrating Salesforce Analytics Cloud with other data sources and platforms 4.3 Understanding data governance and compliance in Salesforce Analytics Cloud 5. Advanced Topics and Best Practices 5.1 Tips for optimizing data performance and scalability in Salesforce Analytics Cloud 5.2 Best practices for designing and implementing data analytics solutions in Salesforce Analytics Cloud 5.3 Real-world examples and case studies of Salesforce Analytics Cloud use cases

Learning Einstein Analytics

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Author : santosh chitalkar
language : en
Publisher: Packt Publishing Ltd
Release Date : 2018-01-29

Learning Einstein Analytics written by santosh chitalkar and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-29 with Computers categories.

Learn to confidently setup and create app, lenses, dashboards using Salesforce Einstein Analytics. Key Features Explore Einstein analytics on desktop as well as mobile platforms Turn data into smarter sales with Einstein Analytics for Sales Visualize your data with preloaded as well as customized dashboards Book Description Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way. What you will learn Create app, lenses, and dashboards using Einstein. Visualize data utilizing all the widgets available with Einstein. Understand Einstein for Sales, Service, and Marketing separately. Use Data monitoring tools to monitor data flow and system jobs. Abstract machine learning constructs and make predictions on events Who this book is for This book is for data scientists, business users, developers who want to explore business data using the Salesforce Einstein Analytics. Knowledge of the Salesforce platform is required.

Banking 5 0

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Author : Bernardo Nicoletti
language : en
Publisher: Springer Nature
Release Date : 2021-07-06

Banking 5 0 written by Bernardo Nicoletti and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-07-06 with Business & Economics categories.

Bill Gates’ quote, “Banking is necessary, but banks are not,” showcases the opportunity for financial services digital transformation. The next transition from industry 4.0 to 5.0 will impact all sectors, including banking. It will combine information technology and automation, based on artificial intelligence, person-robot collaboration, and sustainability. It is time to analyze this transformation in banking deeply, so that the sector can adequately change to the ‘New Normal’ and a wholly modified banking model can be properly embedded in the business. This book presents a conceptual model of banking 5.0, detailing its implementation in processes, platforms, people, and partnerships of financial services organizations companies. The last part of the book is then dedicated to future developments. Of interest to academics, researchers, and professionals in banking, financial technology, and financial services, this book also includes business cases in financial services.

Learning Salesforce Einstein

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Author : Mohith Shrivastava
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-06-28

Learning Salesforce Einstein written by Mohith Shrivastava and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-06-28 with Computers categories.

Incorporate the power of Einstein in your Salesforce application About This Book Make better predictions of your business processes using prediction and predictive modeling Build your own custom models by leveraging PredictionIO on the Heroku platform Integrate Einstein into various cloud services to predict sales, marketing leads, insights into news feeds, and more Who This Book Is For This book is for developers, data scientists, and Salesforce-experienced consultants who want to explore Salesforce Einstein and its current offerings. It assumes some prior experience with the Salesforce platform. What You Will Learn Get introduced to AI and its role in CRM and cloud applications Understand how Einstein works for the sales, service, marketing, community, and commerce clouds Gain a deep understanding of how to use Einstein for the analytics cloud Build predictive apps on Heroku using PredictionIO, and work with Einstein Predictive Vision Services Incorporate Einstein in the IoT cloud Test the accuracy of Einstein through Salesforce reporting and Wave analytics In Detail Dreamforce 16 brought forth the latest addition to the Salesforce platform: an AI tool named Einstein. Einstein promises to provide users of all Salesforce applications with a powerful platform to help them gain deep insights into the data they work on. This book will introduce you to Einstein and help you integrate it into your respective business applications based on the Salesforce platform. We start off with an introduction to AI, then move on to look at how AI can make your CRM and apps smarter. Next, we discuss various out-of-the-box components added to sales, service, marketing, and community clouds from salesforce to add Artificial Intelligence capabilities. Further on, we teach you how to use Heroku, PredictionIO, and the force.com platform, along with Einstein, to build smarter apps. The core chapters focus on developer content and introduce PredictionIO and Salesforce Einstein Vision Services. We explore Einstein Predictive Vision Services, along with analytics cloud, the Einstein Data Discovery product, and IOT core concepts. Throughout the book, we also focus on how Einstein can be integrated into CRM and various clouds such as sales, services, marketing, and communities. By the end of the book, you will be able to embrace and leverage the power of Einstein, incorporating its functions to gain more knowledge. Salesforce developers will be introduced to the world of AI, while data scientists will gain insights into Salesforce's various cloud offerings and how they can use Einstein's capabilities and enhance applications. Style and approach This book takes a straightforward approach to explain Salesforce Einstein and all of its potential applications. Filled with examples, the book presents the facts along with seasoned advice and real-world use cases to ensure you have all the resources you need to incorporate the power of Einstein in your work.

Salesforce Crm The Definitive Admin Handbook

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Author : Paul Goodey
language : en
Publisher: Packt Publishing Ltd
Release Date : 2019-04-27

Salesforce Crm The Definitive Admin Handbook written by Paul Goodey and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-04-27 with Computers categories.

A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description Salesforce's winter '19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You'll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it'll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you'll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You'll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management Who this book is for This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.

Salesforce Platform Enterprise Architecture

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Author : Andrew Fawcett
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-03-31

Salesforce Platform Enterprise Architecture written by Andrew Fawcett and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-31 with Computers categories.

Deliver impressive enterprise-grade applications using the Salesforce Platform with the help of established architectural patterns and best developer practices. Key FeaturesUse the latest capabilities of the Salesforce Platform to code robust apps and web experiences, with an extended focus on Lightning Web ComponentsBranch out to Java, Node.js, and other languages with a new chapter exploring app development capabilities using Heroku and FunctionsExtend your application with access to external services following new coverage of OpenAPI enabled API servicesBook Description Salesforce makes architecting enterprise grade applications easy and secure – but you'll need guidance to leverage its full capabilities and deliver top-notch products for your customers. This fourth edition brings practical guidance to the table, taking you on a journey through building and shipping enterprise-grade apps. This guide will teach you advanced application architectural design patterns such as separation of concerns, unit testing, and dependency injection. You'll also get to grips with Apex and fflib, create scalable services with Java, Node.js, and other languages using Salesforce Functions and Heroku, and find new ways to test Lightning UIs. These key topics, alongside a new chapter on exploring asynchronous processing features, are unique to this edition. You'll also benefit from an extensive case study based on how the Salesforce Platform delivers solutions. By the end of this Salesforce book, whether you are looking to publish the next amazing application on AppExchange or build packaged applications for your organization, you will be prepared with the latest innovations on the platform. What you will learnCreate and deploy packaged apps for your own business or for AppExchangeUnderstand Enterprise Application Architecture patternsCustomize the mobile and desktop user experience with Lightning Web ComponentsManage large data volumes with asynchronous processing and big data strategiesLearn how to go beyond the Apex language, and utilize Java and Node.js to scale your skills and code with Heroku and Salesforce FunctionsTest and optimize Salesforce Lightning UIsUse Connected Apps, External Services, and Objects along with AWS integration tools to access off platform code and data with your applicationWho this book is for If you are a Salesforce developer who wants to unlock the true potential of the Salesforce platform and deliver complex, scalable applications within your company or for use in large enterprises you target through AppExchange, then you have come to the right place. You will need a solid foundation of Salesforce development to dive into this book – it is here to elevate your skills, not teach you the basics.

Mastering Salesforce Reports And Dashboards

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Author : David Carnes
language : en
Publisher: "O'Reilly Media, Inc."
Release Date : 2023-06-14

Mastering Salesforce Reports And Dashboards written by David Carnes and has been published by "O'Reilly Media, Inc." this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-06-14 with Computers categories.

Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions

Architecting Ai Solutions On Salesforce

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Author : Lars Malmqvist
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-11-12

Architecting Ai Solutions On Salesforce written by Lars Malmqvist and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-11-12 with Computers categories.

Use AI solutions in Salesforce to design complete enterprise solutions for sales, service, marketing, and commerce clouds and drive digital innovation in your organization Key Features Learn how to use Salesforce's AI features and capabilities to meet ever-evolving client needs Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions Integrate third-party AI services into applications that modernize your solutions Book Description Written for Salesforce architects who want quickly implementable AI solutions for their business challenges, Architecting AI Solutions on Salesforce is a shortcut to understanding Salesforce Einstein's full capabilities – and using them. To illustrate the full technical benefits of Salesforce's own AI solutions and components, this book will take you through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem. As you progress, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This isn't a beginners' Salesforce book, but a comprehensive overview with practical examples that will also take you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to use Salesforce to design powerful tailor-made solutions for your customers with confidence. What you will learn Explore the Salesforce's AI components and the architectural model for Salesforce Einstein Extend the out-of-the-box features using Einstein Services on major Salesforce clouds Use Einstein declarative features to create your custom solutions with the right approach Design AI solutions on marketing, commerce, and industry clouds Use Salesforce Einstein Platform Services APIs to create custom AI solutions Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce Who this book is for This book is for technical and functional architects, technical decision-makers working on the Salesforce ecosystem, as well as anyone responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.