Oct 9, 2024
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Steps to create a dashboard , datasets and lens in salesforce Einstein

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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 .

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Expertise: Global Macroeconomics, Business Strategy, Emerging Markets Bio: Rajeev Sharma is a seasoned investment strategist with over two decades of experience navigating the ever-evolving global market landscape. A veteran of Wall Street and a sought-after advisor to Fortune 500 companies, Rajeev brings a wealth of knowledge and expertise to TheStarBizNews. His insightful analyses of global economic trends, coupled with his keen understanding of regional specificities, provide invaluable guidance for businesses and investors alike. Fluent in four languages and a frequent speaker at international conferences, Rajeev brings a cosmopolitan flair to his writing, drawing connections between seemingly disparate events to paint a clear picture of the interconnected world we live in.