Intro to Developing with Einstein Analytics



okay good afternoon welcome to intro to developing with Iceland analytics my name is skip Saul's I work on the product team for Einstein analytics and I'm here with Mandy bloom Reich and Chris jolly and we're going to cover several different topics today that allow you to build on top of and integrate with ice analytics so quick show of hands here who here has used Einstein analytics in some capacity okay just a few folks we are going to have a quick review but this is not an intro to Einstein analytics so we'll just do it overview of some of the concepts we do have the four looking statements slide you've probably seen this many times we will talk about mostly things that are in production but if we talk about things that are coming just remember don't use those for your purchasing decisions so a quick overview of ice and analytics we're mainly covering the types of analytics that we do and we focus on this top tier here the intelligent experience and one of the goals of ice on analytics is to make it accessible to everyone who uses Salesforce much like Salesforce itself a lot of the things are designed to be you know clicks not code it's the declarative side of things and it's meant so that someone who is an admin a business user cetera can do things and use things and view the data and not have to get under the covers and deal with a lot of the gory details so we've done a lot of work over the past few years to make it much more approachable providing the visual tools and allowing you to get your data bring it in and do some analysis on it now the name Einstein analytics makes it sound like it's an AI product it's really not it's more of a traditional bi tool it's part of the Einstein intelligent platform not necessarily artificial intelligence but we do have companion products such as Einstein discovery that are more in the AI vein now when we talk about analytics we talk about different types of assets and if you've used that let exhibition Millie with these if not this will be a quick review to kind of tell you what these parts are so starting here top to bottom left to right we have datasets which are the definitions of the types of data you want to pull into analytics much like a schema and what we do the data says we're actually taking data from Salesforce or from external data sources and we put it into our our analytics engine running inside a Salesforce data center but not on core and the reason is is we take this and we flatten out the data quite a bit heavily index it and make it much more scalable than you're used to on traditional Salesforce if you've done Salesforce reports and SQL queries and that kind of thing you know that it works great for thousands or tens of thousands of records einstein lennox can deal with up to two billion records or two billion rows as we put it so it's a different type of engine and you can do that in real time queering you know three seconds for two billion rows is pretty fast and it doesn't have all the limits you're probably used to with standard Salesforce platform now to get those data in we use instructions called data flows this is logically a workflow but it's not built on the flow engines you may be familiar with as part of Salesforce it is distinct from that but it has similar concepts of you basically say schedule this series of instructions to run and it might go to Salesforce objects or it may go to some external source and it pulls the data in and creates the new version of the data set so with that you're always looking at a historical view of the data so keep that in mind that you're not in real time connecting to Salesforce you're connecting to a copy of it but we do a lot of things to optimize that and some customers are now on a 15 minute update cycle so it's become very fast and over time we'll get to near real-time updates of those data sets now a lens is a view of that data set and the lens has a visualization of either a chart or a table typically and then a query associated with it and the query isn't something called s AQL Salesforce Analytics query language it's different from soql different from a sequel but similar concepts and the two together the visualization and the query are what you use as your basic unit to look at that data set and we bring those together into dashboards which most people are used to and the dashboard is the curated view meaning you can drop in these lenses and you can wire this up effectively with list views and other types of controls and do so without writing any kind of code it's actually very cool and then finally we have templates here we're going to talk about this in a second we take these assets and make a version of them called templates so you can distribute these to other orgs and this is especially important if you're a larger customer or if you're a partner and you need to distribute your apps to other parts of your organization now we talked about the developer experience and I'm not going to cover all these in detail but what we like to point out is that we provide you with the extension points the SDKs the API is the packaging the security all the things you're used to from Salesforce itself we don't want to invent anything unless it doesn't exist on the platform we in fact came from the platform sides who are very passionate about that we're proud of the fact that customers who are familiar with platform can work with analytics and not have to relearn everything and throw everything else out so it works with all the standard pieces you're used to so you can use connect api's ooofff all the things you're familiar with so we're going to dive into this a bit with Salesforce DX and I'm a hand it over to Chris here to cover that part can you hear me I'm good all right yeah I'm gonna go over a little bit about DX and the Salesforce analytics plugin who here uses SF DX or vs code okay cool so what we have is an analytics plugin for that it allows you to it's geared mostly around templates but it allows you to do some other stuff but the idea is it works with all the analytics assets that skip just covered the I just a little brief overview of SF DX for the developers and IVs out there it's moving the source of truth out of the org and into ultimately brings it down on your file system and ultimately check it into github or poor for whatever's version control system you use there are command line interfaces for everything and they're all back pretty much by API calls but it's can't man line driven now there are extensions that go into vs code that we're gonna add as part of analytics that allows you to do more you know vernacular type kind of friendly where you can type in more natural language type kind of stuff and they'll prompt you for the next you know any input and those kind of things one of the nice things is we spin up scratch org so the idea is you pull your stuff out of github and you immediately spin up a scratch or get takes only a few seconds these orgs are pulled out on the sandbox and as long as you set the development wave feature I'll show you that in a bit we totally provision analytics in your application in your org so analytics is up and ready to go and you're good to go as a developer so it makes it real easy and then the continuous delivery you bring stuff down just the changes and you send stuff up just the changes so it kind of gets that full lifecycle going to get started it's pretty simple enable dev hub and your developer edition trailer production org or your business or if your is V just go through setup to enable that download the Salesforce command line interface tool and then install the plugin it's always good to update the pull again every now and then it's s if the X plugins space update but most importantly creates scratch orgs with this new development wave in your project scratch dev so to spin up a scratch or you're just going to use that command and it'll instantly spin you up a scratch org this is an example of just installing stuff what I'm gonna do is just drop right into some BS code and give a little bit of a kind of demo here one quick note is to a little trick is to sorry set this environment variable and what that does is is when I open up an org so when I open up an org it'll immediately go to the Salesforce Analytics page studio going up for me Mouse's broke here so it takes you right in there which is really nice otherwise you got to navigate to it what is going on I can't get rid of that I'm just having browser out in front of everything I can't I can minimize it couldn't drag it out of the way sorry about that technical difficulty so that let's go into the the project scratch def this is where you set that you got to be sure to set that otherwise you won't get all of wave or analytics enables by the way wave was the traditional name we've renamed it to analytics the other thing is we've got a lot of commands and one of the things you can do is just everything's helped friendly so I tie in help I hit help there and then these are the analytics specific commands I can do I can do all the other Salesforce stuff this is just what our plugin does I can create apps from here which are just folders I can create I can list dashboards I can actually look at my data flows and lenses one thing we introduced in spring 19 was dashboard lens and data flow history version history so if you enable that feature it'll be on in default and winter 2000 but we will track versions of your dashboards so if you're like oh my god this worked an hour ago or I want to get back to what was there you know yesterday or something like that we can revert those changes talk to me later if you want to learn more about that but you can actually do reverts and all that from here we didn't build out the UI yet in spring hopefully that's coming in a winner but you'll be able to track all that history stuff you can also create and manage your templates now what are templates they're a little bit different than traditional packaging it allows you to do a custom install it allows you to morph your app based off answers that you can gather either automatically or pop up a wizard and gather those answers but more importantly it does a it orchestrates the installation it lays down to the data sets the dashboards kicks off the data flow ties everything together and you can create multiple instances of these and we conversion them so when a new version of the template so if you're an ISV out there a partner you're looking to bundle analytics applications strongly recommend you look into templates and we manage creating an app from a template updating that app and then updating your template so templates are kind of the way to go if you want to package everything the other nice thing is if you're used to you know the metadata API templates lay out the the Jason in a nice format it's all pretty printed for you and it retains its format unlike normal packaging it just kind of puts a blob one-liner so you're gonna find templates a lot easier to work with and it's kind of the way you should go it's what we use to build our own internal vertical applications as templates so with that I'm gonna kind of hand it over to Mandy because we only got eight minutes left three minutes versus all right so on top of being able to develop templates and use SF DX to work with assets we also want to create an experience where analytics is embedded and integrated into the main Salesforce experience if you've had any experience with analytics you're you're generally working in analytics studio which is sort of a different look and feel than Salesforce and you're exploring your data you're looking at it and then if you actually want to go back and if you're looking at sales data you want to go back and look at accounts and opportunities you're hopping back and forth so this navigation experience that gets wieldy and also the typical user that isn't developing analytics but just wants to look at the dashboards doesn't want to be an analytic studio at all so the first thing we did was build a dashboard component that can be dropped slight nning component can be dropped right into any page so you drop it on to your opportunities page you've got an interactive dashboard and we built in these events you see we've listed them all out here you can see documentation we've got the ability because it's the dashboard runtime in a lightening component we need to be able to to feed in and out what what did the Lightning page do feed that to the dashboard what did the dashboard do feed that's the Lightning page so we've got all these events we do have point-and-click all you're doing is dropping the dashboard in the page you don't need to set up the events there under the hood but we have given you the ability to do more with it than if then just that so we've got API access to all our assets you can build your own components let's start doing a huge amount of powerful things we've got a demo booth downstairs with some really powerful demos that if you want to get more in depth to what we're talking about it's right downstairs right in the center so the other thing we do is is this idea of getting in and digging under and being able to execute the Sackville query so once the data is in analytics you can do more than just the dashboards with it so you can construct Sackville queries execute things and then even opening up into apex so if you're supreme developer and you know apex and components you can do a huge amount of stuff with what we've opened up for you so let me get back out here all right so these are some of our demos we've got a lot of stuff running but the first thing I just want to jump into is this sdk demo and what it's doing here is this is our dashboard component just loading a dashboard for us but we've built some stuff to sort of this is the stuff you would give it every day user this is so we can highlight what the devil experience is like so in studio I have a ton of analytics apps I want to go ahead and search those here so this went and did an API call and it got our folders for us and I'm gonna go down and I'm gonna get the demo app and now I can select a dashboard so I'm going to list dashboards that are in that folder I'm going to do dashboard – and you can see the component is now loading so this is the dashboard runtime enlightening alright so that's pretty to you but now it's right here so imagine this on the opportunity page and we want to go ahead and interact with it I can see the data set that's housing side you know get data set and I can explore the data set and get a dimension what we're gonna do here is show you what it looks like when the user is selecting something so the user says I want to see everything that's in prospecting right we got this little component this is the event payload that's gonna go super simple we're just sending a name and an event but you can see as my pressed fire einsteinium fires a little event boom so the dashboards reacting so it got that event it reacted real-time under the hood if I press stuff here it's gonna send stuff back out right so we've got some incredibly powerful stuff just simple here and this is all just little tiny lightning components that are using our headless API to call in and then process that for the user so it opens up a lot of things some other stuff here is we can get in and you can see that dashboard JSON so here's another dashboard component but here I can see that's the that's what's working under the hood and analytics yeah okay JSON is easy to read but what if I could use a lightning component to make that a tree view right so again if you can imagine it it's here and that's what our PM skip has done and there's a ton of little demos if you want to go downstairs and see we've got APEC steps we got you know how do i do page navigation there's some really just cool stuff Twitter you've got your live Twitter stuff coming in go back so the other thing is we got a ton of additional resources we've got trailheads if you have never seen analytics go do the analytics trailhead and then once you're done with that start looking at you know how do i how do i build apps how do i build templates if you're interested in that and then the web documentation do you want to close it out oh yeah more resources yeah a QuickStart trail heads are amazing so I'll give you a plans dashboard conditional formatting that's all part of it here's the CLI so that was the stuff that Chris was showing app template development with that we'd like to thank you and we would encourage you to go downstairs to the trailhead zone there's actually a booth there which shows the same demos mandy was showing and you can go into more detail they can go behind the scenes and show you things we also have a booth here at the top of the escalator for Einstein voice for analytics and that's actually powered by the same SDKs and so forth you're seeing here so it actually all ties in nicely together and it shows you how to use voice to dry those dashboards so those same events that mandy was showing are being used but driven from voice as opposed to clicks so with that we'd like to encourage you to try things out you can get a free version with the trailhead orgs and you know join the community and post questions and interact with us we'd love to hear what you guys want to build and hopefully see what you're working on as well and with that we're out of time so enjoy the rest of trailhead DX and we'll see you guys around the show thank you

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