Detailed Course Outline
Discovery and Planning
- Discovery Meeting
- Getting Logged In
- Establishing Your Users and Development Process
Setting Up Users and Apps
- Overview of User Access on the Einstein Analytics Platform
- Creating Einstein Analytics Permission Sets
- Assigning Permission Set Licenses and Permission Sets
- Creating and Sharing Einstein Analytics Apps
Connecting Data
- Overview of Connecting Data
- Data Mapping
- Overview of the Dataflow Process
- Designing a Dataflow
- Loading External CSV Data into a Dataset
- Creating Dataflows
- Optimizing Dataflows
- Running, Monitoring, and Scheduling a Dataflow
- Preparing Data with Dataset Recipes
- Additional Dataflow Transformations
- Replicate External Data
Securing Your Data
- Overview of Security in Einstein Analytics
- Determining Security Requirements
- Overview of Using Predicate Filters with Salesforce Data
- Implementing Ownership-Based Row-Level Security
- Implementing Role-Based Row-Level Security
- Implementing Team-Based Row-Level Security
- Overriding Security for Implementation and Testing
Extended Metadata in a Dataset
- Control Dataset Visibility
- Overview of Extended Metadata (XMD)
- Adding Quick Action Menus For Records in Einstein Analytics
Building Dashboards with Templates and Mobile Apps
- Overview of Einstein Analytics Dashboard Layout Templates
- Overview of JSON for Dashboards
- Building a Dashboard Using an Existing Layout
- Translating Browser Dashboards to a Mobile Device
- Creating/Updating Mobile Dashboard Layouts
Connecting Data Sources, Results and Selection Bindings
- Limitations of Filters in Lenses and Dashboard in the UI
- Creating a Dynamic Top-N Filter
- Optimize a Multi-Dataset Dashboard by Connecting Data Sources
- Creating a Dynamic Filter with Results Binding
- Dynamically Adjust a Chart with Static Steps
Modifying Queries in Dashboards
- Creating a QoQ Growth Dashboard
- Creating a Sales Delta Dashboard
- Overview of Modifying Queries in a Dashboard
- SAQL Overview
- Add an External Salesforce Object to a Einstein Analytics Dashboard