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.
- Select B2B Marketing Analytics.
- Click Save.
- In CRM Analytics, go to the home page.
- Click Create | Dataset.
- Click CSV. ...
- Select the CSV file and metadata (schema) file.
- In the Dataset Name field, enter “SalesTarget” as the name of the dataset.
- Optionally, choose a different app where you want to store the dataset.
- Click Create Dataset.
How do I create datasets from my 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 +.
How do I get data from salesforce analytics studio?
In Lightning Experience, click , then click the Analytics Studio tile. In Salesforce Classic, select Analytics Studio from the app menu at the upper right. In Analytics Studio, click Create in the upper right, and select Dataset from the menu. Click CSV File as the source of the data.
What is set in Salesforce?
Set elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. Set methods are all instance methods, that is, they all operate on a particular instance of a Set.
How do set methods work in Salesforce?
The Set methods work on a set, that is, an unordered collection of elements that was initialized using the set keyword. Set elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types.
What is a data set in Salesforce?
A Tableau CRM dataset is a collection of related data that can be viewed in a tabular format. The data can come from many sources, including Salesforce objects, external data sources, and even other datasets. A dataset is analogous to a table in a database. It organizes data by columns and rows.
How do you create a dataset?
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 do you create a data set in Einstein Analytics?
Get the DataIf you're not already there, log in to your Developer Edition org.In Lightning Experience, click. ... In Analytics Studio, click Create in the upper right, and select Dataset from the menu.Click CSV File as the source of the data.In the New Dataset screen, click Select file or drag file here.More items...
How do I create a dataset from Dataflow in Einstein Analytics?
Required Editions and User PermissionsOn the home page or on an app page, click Create | Dataset.Click Salesforce Data. ... Enter a name for the dataset. ... Select a dataflow to add the transformations to. ... Click Next. ... Select the root object. ... Hover over the root object, and then click .More items...
What is a data set example?
A data set is a collection of numbers or values that relate to a particular subject. For example, the test scores of each student in a particular class is a data set. The number of fish eaten by each dolphin at an aquarium is a data set.
How do I create a data set in Excel?
To create a data set using a Microsoft Excel file from a file directory data source:Click the New Data Set toolbar button and select Microsoft Excel File. ... Enter a name for this data set.Click Shared to enable the Data Source list.Select the data source where the Microsoft Excel File resides.More items...
What is dataflow in Salesforce?
Data flow JSON is a set of instructions in a JSON file. This is for loading data from multiple Salesforce training objects or existing datasets. Besides these data is from external sources. Therefore, it converts them into a new data set in Einstein Analytics.
What is Einstein Analytics in Salesforce?
Put simply, Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment. Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day.
How do I create an analytics dashboard in Salesforce?
Create the DashboardIf you haven't already done so, sign up for a new Analytics Developer Edition org—even if you've already signed up for one while completing another module.Log in to your Analytics Developer Edition org.Open Analytics. ... Select Create | Dashboard.Under Blank Dashboard, click Create Blank Dashboard.More items...
What is data Transformation Salesforce?
A transformation refers to the manipulation of data. You can add transformations to a dataflow to extract data from Salesforce objects or datasets, transform datasets that contain Salesforce or external data, and register datasets.
What is mapping data flow?
Mapping data flows are visually designed data transformations in Azure Data Factory. Data flows allow data engineers to develop data transformation logic without writing code. The resulting data flows are executed as activities within Azure Data Factory pipelines that use scaled-out Apache Spark clusters.
How do I check Dataflows in Salesforce?
Monitor a Dataflow JobOn the Monitor tab of Data Manager, click Dataflows (1). ... Monitor the flow indicator to see how many dataflow and recipe jobs can be run in a rolling 24-hour period. ... Click. ... If the dataflow job fails, expand the job node (2) to view the run-time details for every transformation that was processed.More items...
Sign Up for an Tableau CRM-Enabled Developer Edition Org
For this project, you can’t use an existing Developer Edition org or a Trailhead Playground org. Follow the steps below to get a Tableau CRM-enabled Developer Edition that comes with a limited Tableau CRM Platform license and contains the sample data required for this project.
Get the Data
To build our custom map, we start with some interesting data. We’ve got public IRS filing statistics for various zip codes in the Los Angeles area, which you can download from here. This information has been aggregated, so no, you can’t view the tax returns of the rich and famous.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What Is a Dataset?
A dataset is a collection of source data that the B2B Marketing Analytics app formats and optimizes for your interactive exploration. With the help of your Salesforce connector, B2B Marketing Analytics uses your Pardot data to populate out-of-the box datasets, such as the Engagement Dashboard. Within the analytics app are three main components.
What is a lens?
A lens is a particular view of a chosen dataset. Through your lens, you can do exploratory analysis and subsequently build a visualization. For example, you may build a lens in your Pardot Emails dataset that explores how click-through rate varies depending on the date.
Types of Data in Datasets?
The B2B Marketing Analytics app syncs your Pardot and Salesforce data through your Salesforce connector. The app then groups your Pardot datasets by marketing assets such as campaigns, landing pages, and forms.
How to Import Your Data
Now that we know which types of data can exist in datasets, let’s look at how to import those datasets so you can create lenses. One way is through a CSV file.
Dataset Manipulation
Combining datasets in B2B Marketing Analytics is simple. With the Dataset Recipe builder, a point-and-click interface, you can combine two or more datasets and build lenses that specifically address your reporting and analytics needs.
Create Data Category Groups
First, create a Solar Installation & Maintenance data category for articles related to installation and maintenance.
Customize Data Category Visibility
Ada needs to have access to all of the data category groups at Ursa Major Solar. Ensure she’s able to see all data categories by adjusting her Knowledge Manager permission set.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Create Shopper Users
Maria and Taylor are eager to create their first store. Here's Maria's checklist for creating shopper users.
Add Store Data
Taylor is ready to add store data. First, we suggest that they use the new product import tool because it will create default objects, such as a catalog, buyer group and entitlement policy. Also, they need to set up a Salesforce CMS workspace to add the image data. The Commerce app lets them import product data or create it manually.
Set Up a CMS Workspace
Here’s how Maria sets up the CMS workspace so that Taylor can design the store pages, including images and content.
Create Price Books
Taylor creates a List Price price book, which indicates the final price shoppers will pay.
Add Product Data
Taylor will typically import product data, but wants to learn how to do it manually as well.
Build the Search Index
The search index combines all the products that Taylor imported or created into a searchable index file. Here’s how to rebuild an index.
Next Steps
In this unit, you learned how to create a shopper user and a store. Then you learned how to add the storefront data and build the search index. Next, learn how to complete the storefront setup and then activate and test your store.
Learning Objectives
What Is A dataset?
What Is A lens?
- A lens is a particular view of a chosen dataset. Through your lens, you can do exploratory analysis and subsequently build a visualization. For example, you may build a lens in your Pardot Emails dataset that explores how click-through rate varies depending on the date. It's important to note that lenses become steps once they are placed on a Dashboard. When lenses become steps the…
Types of Data in datasets?
- The B2B Marketing Analytics app syncs your Pardot and Salesforce data through your Salesforce connector. The app then groups your Pardot datasets by marketing assets such as campaigns, landing pages, and forms. These are the types of data you can include in your datasets. 1. Emails and email templates 2. Forms and form handlers 3. Landing pages 4. Opportunities 5. Campaign…
How to Import Your Data
- Now that we know which types of data can exist in datasets, let’s look at how to import those datasets so you can create lenses. One way is through a CSV file. Importing from a CSV file is straightforward—much like it is in Pardot. 1. In the analytics app, click Create. 2. Select Dataset. 3. Select the CSV option. 4. When prompted, select or drag a...
Dataset Manipulation
- Combining datasets in B2B Marketing Analytics is simple. With the Dataset Recipe builder, a point-and-click interface, you can combine two or more datasets and build lenses that specifically address your reporting and analytics needs. In addition to combining existing datasets, you may want to create new datasets using external data. B2B Marketing Analytics provides three ways t…