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Salesforce Summer 19 Features – Einstein Analytics

Post Series: Summer 19

Here, in the Pacific Northwest, we had a tease of summer weather with a high of 85 degrees in the middle of May! So it’s perfect timing for our last blog post of the Summer 19 release, which will dive into the new Einstein Analytics features. As a reminder, we’re already on part 4 of our Summer 19 write-up. Part 1 focused entirely on Sales Cloud and Platform features, Part 2 focused on Service Cloud and Field Service Lightning and finally Part 3 was all about the collaboration features – Communities, Quip, Files & Chatter. It’s been a while since we’ve done our break-out on Einstein Analytics (the last time it was still called Wave), so we’re excited to dive in.

Harry Break-in: Right as we were about to publish this, the news broke out about Salesforce acquiring Tableau for a massive $15.7B. This is obviously a huge acquisition and will impact Einstein Analytics one way or another. They are two very different products, so I don’t think this means Einstein Analytics is going away, but it will probably start tightly integrating with Tableau. It also means Salesforce just bought themselves a massive data analytics Sales team which can only help when it comes to explaining the differences between the products and where they fit in your business. Either way, Salesforce’s Analytics just took a massive leap forward and it’s going to be interesting to see where this goes not only for Einstein Analytics but also even for the out-of-the-box reports & dashboards across the various products. Finally, obviously this was in the works prior, but Google just bought their own Analytics firm Looker just last week, so this feels like we’re about to see a run on all of these firms. Alright, back to our regularly planned blog post. Sorry, Deborah! Harry Break-in Over

There are several pieces that make up Einstein Analytics including Data Migration, App Building, and Artificial Intelligence, and this release includes new features for each of these areas.

Analytics for End Users

I’m going to begin with the end…the End Users. After all, they are the reason we are migrating and merging data to build informative visualizations of our KPIs.

  • Learning Center – It will now be easier for users of all experience levels to learn about new features, view release updates and access educational content in the Learning Center and with the Learning Map. The actions in the Learning Center depend on permissions, so Users will only see relevant content for their role.
  • In-Dashboard Onboarding – You can now embed URLs for videos into specific widgets to help Users understand and/or interpret the data
  • Lightning-style Tabs – Analytics Studio gets a make-over to look more streamlined like Lightning and features the new Analytics logo.

 

  • Mobile Apps – New versions of Analytics for iOS and Android are planned to be released for Summer ’19. You can access early previews by signing up at https://mobileanalyticsbeta.salesforce.com
    Note: Many users do not want to have to open another app to access Analytics, especially if they want the data filtered on their Account. It is possible to launch a filtered Analytics Dashboard directly from the record in Salesforce1 using a Quick Action and Lightning Component. Contact us if you’d like to know more about this. It’s a bit tricky but worth the UX gains.

 

Analytics Setup and Data Integration

  • Data Connectors – You can now connect to Oracle Eloqua and NetSuite. If you are connecting to Amazon Redshift, you’ll be happy to know the limit for rows has been increased from 20 million rows or 10 GB per object to 100 million rows or 50 GB.Keep in mind, if you have any significant transformations that are required, you’ll still need an ETL tool to get the data into Analytics in the format you want. This is a great improvement as Analytics continues to improve its competitive stance in the market.
  • Salesforce Local Connector – Now you will only have one place to set the connection mode and prevent conflicts in the Connect section. There is also a new Full Sync option which helps give you current data based on formula fields.
  • Recipe Enhancements – The Recipe feature has several nice enhancements on the way including:
    • New fields from the data sync will now appear on the Columns tab of the Recipe for you to add.
    • Instead of blank values, nulls will be in gray and empty strings will display as blank values.
  • Data Monitor – There are several new features to help you understand the type of sync and how much data has been processed. A type column has been added, along with a progress bar in the Duration column to indicate how much data has already processed.

 

Analytics Apps

With every release, we get several more pre-built templates which include industry or cloud-specific dashboards. With this release, there will be more than 20 pre-built apps available, based on your licensing.

Summer ‘19 brings the following templated apps:

  • Analytics for Sustainability – Visualize environmental footprint and help measure, report and disclose environmental impact, especially energy consumption and carbon emissions
  • Fundraising Performance App – Show donor retention and attrition, donation gains, losses and more.
  • Public Sector Case Analytics – Display case and service cloud metrics for public sector organizations.
  • Financial Advisor Analytics – This template has been renamed to “Wealth Starter Analytics.” It is set up to help advisors enhance their relationships and increase their assets under management (AUM).
  • Retail Banking Analytics – This template has been renamed to “Consumer Banking Starter Analytics.” Personal bankers can use the pre-built dashboards to manage AUM and market share as well as to track referrals and cross-sell products.

Did you know…the following Analytics Templates are already available?

  • Change Analytics – Visualize field history data in any Salesforce object and learn how, when, and where members of your team change data.
    Snapshot Analytics – Trend data from any existing Einstein Analytics dataset or Salesforce object.
    Lead Trending Analytics – Increase your visibility into your team’s lead conversion process. Sales operations can get instant insight into how quickly the team converts leads and identify bottlenecks in the conversion process.
    Field Service Analytics – Help service managers analyze the customer service data their teams generate when they use Field Service Lightning. The app is bundled with the Service Analytics app.

Analytics Design and Build

Einstein Analytics is a great niche for me because I get to use my left brain in figuring out complex queries and calculations, and my right brain in designing dashboards to display those results with colorful, visually appealing applications. For those reasons, I am very excited about the features in this section because they feed my whole brain.

There are real, time-saving features added to this release that reduce the number of clicks required to get things done. We are getting closer to the idea of enabling a citizen data analyst getting into the game soon.

  • Filter LogicHooray! Analytics finally has filter logic similar to Salesforce Reports. Now you don’t have to build SAQL or DOES NOT CONTAIN workarounds to have ANDs with ORs.
  • Add Custom Formulas Faster – No need to clone a column and then add the formula, you add it directly from the Data tab.
  • Dimension Sorting – Before, you could only sort on measures in a lens. If you wanted to sort by a dimension you had to move to SAQL. Now, the ability to Sort Descending or Sort Ascending on a dimension is in the Data Tab.
  • Dot Series – In additional to bars and lines in a combo or time combo chart, you can add dots to create bullet charts to show a series.
  • Consistent Filter Styles – Global filters now work and look the same as the list, range and date widgets and there are choices of combobox or pillbox styles.
  • Asset History (Pilot) – Available with the Analytics Platform license, you won’t have to copy several versions of a dashboard json in a text file to keep backups of versions. Now you can tag the assets for easy reference and Analytics will automatically store a snapshot.
    (This was the most popular request among a group of analytics experts when I had the pleasuring of joining them to work with and provide feedback to the product teams. And in 6 months they already have it as a Pilot!)

 

Analytics Design and Build

  • Predictive analytics for Sales! – Now you will be able to add Einstein Discovery using the Sales Analytics wizard to create a Story that highlights promising opportunities. This feature is already a part of the Pricing Analytics template.
  • Smart Bucketing – Einstein will recommend when bucketing might be appropriate for predictions.
  • Bias Protection – Create accountable AI models that detect and flag potentially biased variables. With Bias Protection, you can declare protected values to exclude from your models and receive notice of problematic correlations.
  • Stories copy to Sandboxes – Einstein Discovery stories are now included in full copy sandboxes. Copy a story and the data to a sandbox to test it. No need to recreate the story from scratch.
  • Field Level Correlations – The Correlation column shows how much each field contributed to the outcome in descending order of impact. If a field has no correlation to the outcome, remove it from the story to improve the model. The Data Alert column identifies fields that you improve, such as those with outliers or duplicates, to get better insights for your data.
  • Deploy to Salesforce Records (Pilot) – You can now write scores automatically to selected Salesforce fields. Easily integrate predictions without involving Process Builder or a managed package with a trigger. Having these prediction scores in the record will help Einstein recommend Next Best Actions, for example, adding a new superpower to your Service Cloud Console.
  • Prediction Lightning Components – Add predictions directly to the Record Page. These are shown in real-time with no need for writeback.
  • Insights on Smaller EA Datasets – Descriptive Insights is automatic for less than 50 rows of data. There won’t be Predictive Models or improvements.

That’s it for the Summer 19 write-ups! Lots of great stuff included and we can’t wait to see this hit the instances this month. If you need any help or have any questions about any of the new features or getting over to Lightning, feel free to Contact Us and we’ll have an Architect get right back to you. Thanks for reading!

Deborah Atkinson

Deborah is an Automation and Analytics specialist at GearsCRM, and recently achieved the brand new Einstein Analytics and Discovery Consultant Certification. She is a 4x certified consultant who has worked with Salesforce since 2010 and Einstein Analytics since 2016. Deborah works with our customers to integrate their Salesforce and/or external data to build custom analytics applications.

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