Welcome back to EINSTEIN ANALYTICS series part2. In this, tutorial we are going to start analyzing the data for Sales Rep, Sales Manager and many other Salesforce users. We are going to learn the below concepts that will help us throughout the series.
Before we start doing the practical work be sure that you have signup for Salesforce Analytics enabled Org. If not visit this link and signup for the same. See this tutorial video OR follow the below steps.
Now, let’s starts building some cool things using Einstein Analytics.
1- Create Account DataSet using Salesforce : –
2 – Create Lenses using the data set: –In the previous step, we create the Dataflow using Salesforce. Now, let us create a lense using the same data flow. Open the application that you created and then Click on Datasets Tab where you will get the data flow that you created. Click on the DataSet and a new Lens will automatically be open.
3 – Create a Dashboard:-It’s time to create the dashboard where we will put all the Lenses and Steps to achieve the above requirement. Click on Create and then Select “Dashboard“, Select the Summary dashboard among available dashboard and hit continue. Name it and Select the Application that we created and hit Create.
Here is the Link to YouTube Video –
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