September 22, 2020

10 Things I Love About Einstein Analytics

If you have your data stored across multiple locations and need collective insights to make smart decisions, then look no further than Einstein Analytics! In this blog, I am going to share 10 reasons why I absolutely love Einstein Analytics.

1. Native To Salesforce And Powered By Artificial Intelligence (AI)

Einstein Analytics is native to the Salesforce platform and you don’t need to install any additional packages to get started! It allows you to explore all your data quickly and easily by providing AI-powered advanced analytics, right within your Salesforce environment! However, you will need special permission set licenses to explore and develop your insights. If you want to explore before deciding on what licenses to purchase, Trailhead has you covered. Here are a few modules that I found particularly helpful: Explore with Analytics , Salesforce Einstein Basics.


Img1 – Einstein Analytics Overview


2. Your In-house Data Scientist At Your Service!

Data Scientists can quickly sift through huge amounts of data to find important correlations and make accurate predictions. Sometimes it’s difficult to make sense out of large amount of data and that is where Einstein helps, giving Salesforce admins a powerful way to bring data in from different sources via Data Sets and make sense out of it.



Img2 – Data Scientist

3. Works On Both Salesforce And Non-Salesforce Data

There are various ways you can bring data into the Einstein Analytics universe. You can bring in external data through a CSV file using the CSV uploader, or bring it in using connectors or the Analytics API. For Salesforce data, you can use a powerful tool called the dataflow. For preparation, you can also use the dataflow—or you can get cooking with the dataset recipe tool. Either way, Salesforce Einstein Analytics enables you to work on both Salesforce and non-Salesforce data. For more details about data set and data flow, you can get hands-on experience with the Analytics Integration Basics trailhead module.


Img3 – Data Insight

4. Easy Data Transformation And Syncing

Einstein Analytics provides a very powerful tool to load, cleanse and transform your data in Salesforce using Data Recipe. Data Recipe takes your data forward from Data sets and gives you a powerful UI to clean and transform your data, by giving you an ability to manipulate strings, formulas, bucket and filter data. You can also combine multiple data sets and create a master data set using Data Recipe.


Img4 – Data Recipe


5. Explores Data Quickly And Automates Actions

With Einstein Analytics, you can get quick insights through Dashboard and see dynamically dashboard changes on filter, toggle and on click of chart. It’s a great feature for end users as clients can see right data at the right time, with just a few clicks.


Img5 – Dashboard Insight


6. Accelerated Benefits Using Remote Data Connectors

Salesforce has created an Einstein Analytics connector with BigQuery to provide simple ways for connecting data that is scattered across multiple systems, geographies and warehouses. This approach ensures smarter data prep to speed up your journey to actionable insights and helps augment your CRM data with external data in BigQuery, intelligently prepare and clean your data and create Analytics Apps with fewer clicks. Learn more here.


Img6 – Remote Data Connectors


7. Transforms Tables To Charts

At times, a tabular representation helps understand quickly. At other times, it is simply a pain to soak it all in, see the bigger picture, or draw meaningful insights from those seemingly endless rows of numbers. With Analytics charts, you can transform tables of data into beautiful and informative visualizations that won’t require your audience to do math in their heads. They’ll get the insights quickly, and you’ll spend less time explaining. There is a huge list of charts available, so choose whichever fits your business requirement. Learn More here


Img7 – Charts Type


8. Secure, Trusted, Scalable, And Of course, Mobile!

Einstein Analytics enables everyone in your org to get immediate access to powerful data insights through its intuitive point-and-click visual interface. Whether you’re on a desktop browser or a mobile device, you can get the answers you need within seconds, enabling you to make time-critical decisions! Learn more here

9. Smart Analytics For Sales, Service And Marketing Teams

Einstein Analytics offers pre-built apps for Sales, Service, and Marketing users. Einstein helps guide sales reps to the best leads and opportunities for increased conversion rates, and enable them to close more deals. It also helps customers find answers instantly on their channels of choice and helps service agents resolve cases faster by triaging cases and recommending the right articles.
Additionally, Einstein helps marketers send the right content to the right customer, at the right time, through the right channel, thus increasing customer engagement. Moreover, Einstein also helps retailers recommend the best product to each customer, at the right time, boosting the revenue and helping the Commerce users.

10. Actionable AI With New Einstein Discovery

Einstein Discovery enables business users to discover relevant facts and themes using data in their Einstein Analytics datasets. This is an automated process where user will input the dataset which needs an analysis and as an output, he will get to know What Happened with Data, why it happened and what are the predictions and improvement.


Img8. Einstein Discovery


I am pretty sure you must be all excited to try these things for your own data. In my next blog, I will be covering the basics of Einstein Analytics and show how to build your first Analytical Dashboard. Till then, stay tuned and do share all the cool stuff that you do with Einstein Analytics with me.




Written by Harshala Shewale , Techno Functional Consultant at Eternus Solutions

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