Salesforce Solutions | Consulting | Data Analytics
"A hazy view of what's to come outperforms complete darkness by a landslide"
- Eric Siegel: Predictive analytics: The power to predict who will click, buy, lie or die
This page contains use-case / proof-of-concept videos in Einstein Analytics | Tableau | Workflow Automation.
Einstein Discovery: This video explores a Long Beach, CA School District Dataset (courtesy of data.world) using Einstein Discovery to find patterns leading to maximized test scores.Watch this 7 minute video.
Einstein DataFlow: This video loads an Excel loan amortization table into SalesForce and utilizes Einstein Analytics' dataFlow to process the csv file then renders its output onto a Dashboard for visualization.Watch this 7 minute video.
Einstein Data Import Wizard w/ Process Builder: This video loads an Excel sheet into SalesForce using the data import wizard. After record creation , the process builder uses a CASE statement to 'transform' an Excel text field into a currency custom field. Eg. Income Range of " $10 | 000 to $20 | 000" in a text field creates a measure field of $15,000". Watch this 10 minute video.
SalesForce Object Search Language (SOSL): Quick use-case of SalesForce Object Search Language (SOSL) to find telephone numbers in the entire SalesForce org using the developer console. Watch this 5 minute video.
Einstein Data Loader: This is part 1 of a 2-part tutorial demonstrating the import,export functions of the Data Loader to load a denormalized Excel file into a normalized SalesForce model. Watch this 7 minute video - part 1.
This is part 2 of a 2-part tutorial demonstrating the import,export functions of the Data Loader to load a denormalized Excel file into a normalized SalesForce model.Watch this video - part 2.
SalesForce Record Types: This video explores the utility of record types as a way to customize the user interface experience.Watch this 13 minute video.
Salesforce Field Definition, Page Layout and Record Types: These 3 videos explores the creation of new fields to be inserted into custom objects, creating record types and creating page layouts for each record type.
Data Loader Upsert: This video continues Episode 7 which explores the use of Data Loader to Upsert (update and insert) data into contacts object and link it to the Accounts object. Watch this 14 minute video.