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What is dataflow in Salesforce?
You use the dataflow to extract data from Salesforce objects. The dataflow is a set of instructions in JavaScript Object Notation (JSON) that runs to extract data and create datasets. These instructions specify which objects and fields you want to extract data from and the names of the datasets you want to create.
How can we create a data set?
- Create Dataset. Navigate to the Manage tab of your study folder. Click Manage Datasets.
- Data Row Uniqueness. Select how unique data rows in your dataset are determined:
- Define Fields. Click the Fields panel to open it.
- Infer Fields from a File. The Fields panel opens on the Import or infer fields from file option.
How to create a dataset in Einstein analytics?
Einstein Analytics makes it simple by providing two methods for creating a dataset using dataflow JSON and data recipes, which allow you to take data from various sources so that you can create a new dataset (Figure 1).
How to transform and integrate data into Einstein?
You can create, transform, run, and schedule dataset recipes using Data Manager. In Einstein Analytics, click on the gear icon and then click Data Manager (Figure 4). Data Manager will open in the new tab. In the Data Manager, click the Prepare tab, which shows you a list of recipes you have created previously.
How can I import Excel into Einstein analytics?
The Microsoft Excel file can be pushed into Einstein Analytics by installing wave connectors from the Microsoft app store. After importing the datasets into Einstein Analytics, connecting those datasets with the existing one to create a new dataset is cumbersome.
How to transfer Salesforce data to Einstein analytics?
Transferring datasets into Einstein Analytics is straightforward and easy. The Salesforce data can be transferred into Einstein Analytics by using dataset builder. Whereas external datasets (viz., .csv, .zip, and .gz format files) can be pushed into Einstein Analytics using two methods viz., External Data API and Upload User Interface.