Steps to create a dashboard , datasets and lens in salesforce einstein
1- create a Dataset– first of All we create a Dataset –
Click on Analytics studio——> click on create —-> Dataset——>
When we click on Dataset –
1- csv file
2- informatica Rev
3- Salesforce
By using csv file – we simply upload csv file and Data set is created and it is contained in Apps .
2- lens – lens is important part of salesforce einstein in which we can simply filter the records According to our requirements –
The three things mainly used in lens –
1- dimensions – it is basically used for serial number
2- Date- for date purpose
3- measures- it is used for sum or counts (like salary, Amount , numbers of employees ).
In the dashboard various types of lens (According to our filter criteria )
We can use it .
3- dashboard –
Click on Analytics studio——> click on create —->dashboard ——>choose —->Blank dashboard in Dashboard Designer —->
after creating the lens we can create a dashboard According to our filtering records . In this dashboard we can show the record in graphical form .
Various types of charts are used to show it –
Names of chart –
Pie chart
Vertical
Horizontal
Funnel
Various types of tool are used in dashboard –
In left corner various tool is used and right corner various lens is used .
Informatica Rev – By using this we can create a Dataset and Also connect other salesforce org by providing username and password and connect various external source like oracle ,SAP etc .
CSV File – we can simply upload csv file and create a Dataset .
Salesforce – By using this we can simply create a Dataset our salesforce objects and their relationships like Account ,contact etc .
Note – Before using this you have to create a Dataflow or choose default Dataflow
Steps –
Choose the objects ——> select the fields —-> select the relationships objects——> click on create button .
