As a developer, Admin, Product owner or the organization Owner, you knew the important of analyzing to get more insights of the data which are gathered from the day to day activities of your company to Improve the organizations growth in the business, customer satisfaction, customer service and even for the employees satisfaction of the organization.
What is Analytics? and Analytics Platform in easy words?
“From the existing data of an Enterprise/ Organization find the insights of its to make decisions and predictions to improve the quality of services that are given to the customer as well as about the organization's employee's satisfaction”
“The analytics platform is used to achieve what we need as a Data Scientist to discover the insights of the existing data of an organization data”
What we are expecting from an Analytics platform?
- The platform needs to have the capacity to analyze a huge amount of data.
- It needs to have the capacity to handle different types of data.
- Minimum coding and drag and drop UI components functionality to handle and analyze the data.
- The Platform needs to show the summarize results in customizing graphs, tables to get more idea about the insights of the data dynamically.
- The platform needs to give suggestions/ predictions to improve the business of the organization.
- The platform needs to make decisions from the data.
- The platform needs to give predictions to improve the Business strategies of the company.
Salesforce is a Fancy Database
Salesforce is a World No 1 cloud-based CRM platform which has plenty of features to interact with Customers. Salesforce integrates all teams of a company in a single place to communicate with the customers. For Example Sales, Marketing, Commerce, Service and more.
In Salesforce, we can store millions of records in objects(Standard or Custom objects). We have millions of data in Salesforce but how can we analyze it to take more insights to improve our service to the customers and the employees?
We can Export the data from Salesforce and Analyze it using some Analytics platform?
Yes, But it’s more work. Then what can we do?
Salesforce introduced an Analytics platform to analyze the data of Salesforce and also from the other data as well called Einstein Analytics. Not only the Analyze of data it will be doing the followings,
- Discover insights that bring new clarity about your company’s customers.
- Predict outcomes so your users can make decisions with confidence.
- Recommend the best actions to make the most out of every engagement.
- Automate routine tasks so your users can focus on customer success.
Can it do what we expect from an Analytics platform?
Yes, you can. It is a powerful platform to Analyze the data of Salesforce and can show the summary in an amazing dashboard view. Using SAQL(Salesforce Analytics Query Language) we can manipulate the data to do whatever we like.
What do we need to do to try this?
You have to signup for your own analytics-enabled developer org to build an App with the dashboards. After that, you can create a visualization of your data in the dashboards that you can share with your team.
The important things you have to know about the basic of Einstein as like how to create a dataset using recipes and dataflows, how to create an App and dashboards to show the visualization from the dataset which contains the data, How to discover the insights of the data using the stories and so on. There is a lot to learn about einstein.
You can do the following Trails on Trailhead to understand about the Einstein Analytics and its features. Follow this series of videos to understand Analytics.
Gain Insight with Einstein Discovery
Use Einstein Discovery to tap into the power of data science.
After completing the above trails and some of the other trailheads which you can find in the Trailhead library, you can do the following two super badges for the Einstein Analytics,
Einstein Analytics and Discovery Insights Specialist
Deliver a business solution to reduce subscriber attrition.
Einstein Analytics Data Preparation Specialist
Build data connections and transformations to drive insights and AI-powered stories.
Also, there is an Exam to become a Salesforce certified Einstein Analytics and Discovery Consultant as follows,
Certification - Einstein Analytics and Discovery Consultant
Salesforce credentials are a great way to grow your résumé and highlight your skills. They prove that you have hands-on…
This is pretty much about the introduction about the Einstein Analytics for Salesforce Org. I will discuss the feature of Einstein Analytics in the coming posts.