Contents
How do I create datasets from Salesforce data?
To create datasets from your Salesforce data: In the analytics app, click Create. Click Dataset. Select Salesforce. Click Name Dataset. Select Object. Hover over Object Selection and click +. Choose the fields you want to import data. Click Next.
How does data flow work in Salesforce Einstein analytics?
Data flow architecture to merge Salesforce Data with External Data by JSON. It collects opportunity, account, and user data from Opportunity, Account, and User objects. Besides, creates a new data set called “sfdc Digest” for each extracted object. You can extract External data via external connectors to create a new data set.
How does data flow builder work in Salesforce?
Data flow Builder transforms the datasets created from internal and external extracted data. Then the data flow specifically combines ability, account, and customer data into a new data set. This is through a process “Augment.” First, data flow improves Edgemart with the Salesforce Augment data set.
How to extract data from a Salesforce Org?
In a dataflow, a digest transformation extract is synced with the connected data. Use this to extract data synced from an external Salesforce org, or the data synced through an external connection. Use the sfdcDigest transformation to extract from your local Salesforce org.
How to create a dashboard in Salesforce Einstein?
Steps to create a Dashboard, Datasets and Lens in Salesforce Einstein. 1. Create a Dataset : By using CSV file – we simply upload CSV file and Dataset is created and it is contained in Apps. 2. Create a Lens : A lens is an important part of Salesforce Einstein in which we can simply filter the records According to our requirements.
How to create a dataset in Einstein intent?
You just made your first call to the Einstein Intent API and created a dataset! The response from the API looks something like this JSON. Make a note of the id field value. This value is the dataset ID, and you use this ID throughout the module to work with the dataset.
How big is the routing dataset in Salesforce?
The case routing dataset is quite small—about 150 records. Typically, you would gather much more data so that your model is as accurate as possible. The call you made to create the dataset is asynchronous. This means that the API returns a response with the dataset ID right away.