EINSTEIN DISCOVERY. benefits QUICK START IMPLEMENTATION GUIDE

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1 APPLICATIONS FROM VISION TO PRODUCTION Do you want to improve your business metrics? Learn the fundamental causes behind business outcomes, what will happen next, and what you can do about it. Artificial Intelligence (AI) powered analytics tool Einstein Discovery will answer every important question about your business metrics. Start your Einstein Discovery setup with Appshark Data Science team support. Our Data Science team will show you how to implement this powerful feature of Einstein Discovery and use it to interpret your data. benefits EINSTEIN DISCOVERY QUICK START IMPLEMENTATION GUIDE WHAT EINSTEIN DISCOVERY CAN DO FOR YOU: Einstein Discovery identifies trends, correlations, and patterns in the data, provide automated insight, give recommendations with the narrative explanation that business users can understand quickly. The automated analysis allows you to review all possible data combinations Get unbiased answers on the business metrics Import findings directly to and from Microsoft Office Get Recommended Actions Business Analysts can see the entire prediction model and algorithm behind the exploration to understand how the predictions and recommendations were derived You can refine automatically learned model by giving feedback 1

2 approach Quick start implementation process includes: 01. SETUP AND CONFIGURATION Create Permission Sets Assign Permission Sets to the Users Enabling Einstein Discovery license for the company 02. IMPLEMENTATION OF EINSTEIN DISCOVERY Data Import into Einstein Discovery (Salesforce Data viz., sales cloud and service cloud and CSV files) Creation of Story from the imported data FOR EXAMPLE: It makes the Sales Process Smarter by following predictions: Recognize what are your profit margins and prediction over time. Predict how long will it take for sales deals to close. It makes the Service Process Smarter by: Recognize how to coach your agents better on every interaction Recognize and alleviate contact center costs Find patterns across cases that delight customer 03. CREATION OF FIELDS TO DISPLAY EINSTEIN DISCOVERY RECOMMENDATIONS ON SALESFORCE OBJECT Installation of Salesforce managed packages Create Custom fields to show the recommendations Add Einstein Discovery section to Salesforce Object page layout Enable Salesforce writeback Connect Einstein Discovery to the established Custom fields Create Apex Trigger Troubleshooting of Integration 04. END USER TRAINING Requirements and Limitations of Einstein Discovery: The minimum number of data rows should be 10,000 to deliver statistically reliable results. Number of rows in registered datasets should not exceed 1 billion Number of columns per dataset should not exceed 200 Number of input columns in a story should not exceed 100 FOR DEVELOPER EDITION: Maximum number of data rows is 50,000 Maximum number of columns is 12 Note: Custom use cases are out of scope 2

3 summary BUSINESS USER CAN UNDERSTAND TRAINING, SUPPORT, WARRANTY What happened in the data with graphs, explanations, and with recommendations to improve the business process What is likely to happen and provide recommendations on what do about it. Each graph includes detailed explanations on how variables are impacting the key business metrics. For external data source: Recommendation and prediction stories will be provided in Microsoft Word or Powerpoint For Salesforce data source: Stories will be exported to Salesforce in a newly created custom field TRAINING End User training on the basic setup of Einstein Discovery Training on how to improve the datasets How to create story by adding statistically significant insights Provide step-by-step demonstration of Einstein Discovery capabilities SUPPORT & WARRANTY Support for complete setup, configuration done and model refinement Note: Support should be used within a week after implementation is completed 3

4 process IMPLEMENTATION TEAM: 1. Project Manager 2. Functional Consultant 3. Salesforce Developer 4. Salesforce Administrator TRACKING TOOLS: Team Foundation Server Project Management Tool is used to track the implementation projects. Weekly Status Reports will be sent by the Project Manager end of every week. EINSTEIN ANALYTICS PROCESS DISCOVERY PLANNING/DESIGN IMPLEMENTATION TRAINING SUPPORT Understanding of: 1. Business Context 2. Business Needs 3. Business Process 4. User Identification 1. Define Business Problems 2. Set Objectives 1. Product Setup 2. Configuration 3. Raw Data Collection 4. Data Preprocessing 5. Exploratory Analysis (in Lenses) a) Visualize Report (in dashboards) b) Customize Apps 1. Communicate Change 2. End Users 3. Pilot Users Troubleshoot issues GAIN UNDERSTANDING PROVIDE GUIDANCE & VISION TO MAKE DECISIONS TRANSFER KNOWLEDGE 4

5 ANALYTICS CLOUD services MOST POPULAR BASIC PACKAGE STANDARD PACKAGE PREMIUM PACKAGE AIM Setup of standard sales and service and event monitoring wave app to give insights of your business Setup and customize sales and service and event monitoring wave app to give precise insights of your business Fully customized to give deep insights of your business Includes Initial enablement of sales and service Wave app Setup of sales and service Wave apps, customization of dashboards by workflows, and process builder configuring user level security Initial configuration of sales and service Wave App, fully customized dashboards, and security according to user need security configuration based on user level and app level security (Row level, Ownership, Team based, Role Hierarchy) using JSON Timeframe 2 Weeks 4 Weeks 5+ Weeks No. of Dashboard & Lenses 3 Lenses and 1 Dashboard 5 Lenses and 2 Dashboards 5+ Lenses and 2+ Dashboards No. of Datasets Source of Data Salesforce Salesforce and CSV Salesforce and External Data AIM 1-hour end user training 2-hours end user training 4-hours end user training and Wave dashboard building training Pricing $250, $500, $1,500,

6 Nam eu nulla pharetra, sagittis elit in, porta purus. Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. In hac habitasse platea dictumst. Duis malesuada nunc quam, cursus dictum tortor posuere in. Ut convallis placerat imperdiet. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla, vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor.vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor. Pellentesque vitae ipsum magna. Suspendisse sagittis, orci quis consequat pulvinar, tellus nisi cursus dolor, a pulvinar urna quam at magna. In ultricies gravida semper. Duis tellus sem, tincidunt eget elit a, ultrices interdum est. Vestibulum vel finibus metus. Duis rhoncus eleifend aliquet. Aliquam tempus, est non imperdiet elementum, enim orci posuere libero, nec tristique tortor nibh sed ipsum. Nullam id dui ornare, tempor ante vel, lacinia odio. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla. Praesent et eros lectus. Proin at justo rhoncus augue finibus condimentum. Curabitur sed est sit amet elit mattis efficitur quis non lacus. Sed non nulla nibh. Fusce sit amet orci blandit diam porttitor hendrerit. Nunc viverra posuere mauris nec fringilla. 6

7 Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. Lorem ipsum dol est tumbe conse rt nunc uma Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fame in faucibus. Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. 7

8 Lorem ipsum dolor est tumbe consecurt nunc uma duis. lorem ipsum Nam eu nulla pharetra, sagittis elit in, porta felis ut purus cursus venenatis et sit amet dolor.vel purus. Nunc ut urna at leo auctor maximus condimentum leo arcu quis arcu. Vivamus malesuada sit amet nec diam. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor. Pellentesque vitae ipsum magna. Suspendisse sagittis, orci quis consequat pulvinar, tellus nisi cursus dolor, a pulvinar urna quam at magna. In odio. Interdum et malesuada fames ac ante ultricies gravida semper. Duis tellus sem, tincidunt ipsum primis in faucibus. eget elit a, ultrices interdum est. Vestibulum vel In hac habitasse platea dictumst. Duis malesuada tempus, est non imperdiet elementum, enim orci nunc quam, cursus dictum tortor posuere in. Ut posuere libero, nec tristique tortor nibh sed ipsum. convallis placerat imperdiet. Nam luctus justo tortor, Nullam id dui ornare, tempor ante vel, lacinia odio. non scelerisque tortor ultrices ut. Integer iaculis, Nam luctus justo tortor, non scelerisque tortor lorem eget tristique vestibulum, erat ex faucibus ultrices ut. Integer iaculis, lorem eget tristique nulla, vel condimentum leo arcu quis arcu. Vivamus vestibulum, erat ex faucibus nulla. finibus metus. Duis rhoncus eleifend aliquet. Aliquam malesuada erat eu sem accumsan iaculis. Sed a 8

9 lorem ipsum Cras hendrerit enim sit amet iaculis consectetur. Nulla feugiat ullamcorper venenatis. Nam tincidunt sed ipsum at consectetur. Sed porta at lacus sed viverra. Duis purus elit, tincidunt vitae blandit eu, tempus quis massa. Integer sodales congue neque sed feugiat. Cras hendrerit enim sit amet iaculis consectetur. Nulla feugiat ullamcorper venenatis. Nam tincidunt sed ipsum at consectetur. Sed porta at lacus sed viverra. Nunc ut urna at leo auctor maximus sit amet nec parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, malesuada fames ac ante ipsum primis in faucibus. In hac habitasse platea dictumst. Duis malesuada nunc quam, cursus dictum tortor posuere in. Ut convallis placerat imperdiet. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla, vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor.vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor. Pellentesque vitae ipsum magna. Suspendisse sagittis, orci quis consequat pulvinar, tellus nisi cursus dolor, a pulvinar urna quam at magna. In ultricies gravida semper. Duis tellus sem, tincidunt eget elit a, ultrices interdum est. Vestibulum vel finibus metus. Duis rhoncus eleifend aliquet. Aliquam tempus, est non imperdiet elementum, enim orci posuere libero, nec tristique tortor nibh sed ipsum. Nullam id dui ornare, tempor ante vel, lacinia odio. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla. 9

10 lorem ipsum Cras hendrerit enim sit amet iaculis consectetur. Nulla feugiat ullamcorper venenatis. Nam tincidunt sed ipsum at consectetur. Sed porta at lacus sed viverra. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. Praesent sed augue non eros efficitur mollis. Vestibulum magna metus, vehicula in nibh id, commodo sagittis urna. In hac habitasse platea dictumst. Duis malesuada nunc quam, cursus dictum tortor posuere in. Ut convallis placerat imperdiet. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla, vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla at gravida orci, non accumsan enim. Quisque vel tortor nisl. Donec ullamcorper efficitur mauris, nec vtpat ipsum a. Aliquam interdum diam orci, sed sodales felis hendrerit nec. Suspendisse volutpat, magna in pulvinar fringilla, nibh massa dapibus tellus, ac fringilla ex est nec nunc. Phasellus aliquam faucibus sapien vel efficitur. Fusce mollis tortor nisl, et semper tortor ornare ac. Sed odio tortor, scelerisque at mi ac, fringilla finibus felis. Curabitur semper ex eget faucibus ultricies. Pellentesque pharetra, orci eu finibus posuere, velit risus interdum nunc, in feugiat ante neque ac tortor. Proin at iaculis libero. Ut fringilla tristique ligula in tempus. In et faucibus lacus. Nunc risus purus, volutpat volutpat quam non, tempor molestie mi. Aenean tempor, leo nec convallis mattis, orci erat placerat dolor, in pulvinar nisi felis fermentum nunc. Lorem ipsum dolor est tumbe consecurt nunc uma duis. 10

11 Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. 11

12 Lorem ipsum dolor est tumbe consecurt nunc uma duis. Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. Nam eu nulla pharetra, sagittis elit in, porta purus. Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. Vestibulum magna metus, vehicula in nibh id, commodo sagittis urna. Fusce rhoncus magna eu felis sagittis, at maximus justo efficitur. Pellentesque neque elit, tincidunt vitae mattis et, vulputate eget felis. Donec vulputate aliquet nibh, sed lacinia leo tempus congue. Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. Nam eu nulla pharetra, sagittis elit in, porta purus. Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. In hac habitasse platea dictumst. Duis malesuada nunc quam, cursus dictum tortor posuere in. Ut convallis placerat imperdiet. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla, vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor. Pellentesque vitae ipsum magna. Suspendisse sagittis, orci quis consequat pulvinar, tellus nisi cursus dolor, a pulvinar u sem, tincidunt eget elit a, ultrices interdum est. Vestibulum vel finibus metus. Duis rhoncus eleifend aliquet. Aliquam tempus, est non imperdiet elementum, enim orci posuere libero, nec tristique tortor nibh sed ipsum. 12

13 Mirum est notare quam littera gothica, Vestibulum magna metus, vehicula in Nam eu nulla pharetra, sagittis Integer iaculis, lorem eget tristique quam nunc putamus parum claram, nibh id, commodo sagittis urna. elit in, porta purus. Nunc ut urna vestibulum, erat ex faucibus nulla, vel anteposuerit litterarum formas at leo auctor maximus sit amet condimentum leo arcu quis arcu. humanitatis per seacula quarta Fusce rhoncus magna eu felis nec diam. Cum sociis natoque decima et quinta decima. Eodem sagittis, at maximus justo efficitur. penatibus et magnis dis parturient Vivamus malesuada erat eu sem modo typi, qui nunc nobis. Pellentesque neque elit, tincidunt vitae montes, nascetur ridiculus mus. Duis accumsan iaculis. mattis et, vulputate eget felis. Donec iaculis tortor a egestas ultricies. Nam eu nulla pharetra, sagittis vulputate aliquet nibh, sed lacinia leo Pellentesque a ex molestie, varius Sed a felis ut purus cursus venenatis elit in, porta purus. Nunc ut urna tempus congue. ipsum ultrices, commodo odio. et sit amet dolor. Pellentesque vitae at leo auctor maximus sit amet Interdum et malesuada fames ac ante ipsum magna. Suspendisse sagittis, nec diam. Cum sociis natoque Mirum est notare quam littera gothica, ipsum primis in faucibus. orci quis consequat pulvinar, tellus penatibus et magnis dis parturient quam nunc putamus parum claram, nisi cursus dolor, a pulvinar urna montes, nascetur ridiculus mus. Duis anteposuerit litterarum formas In hac habitasse platea dictumst. quam at magna. In ultricies gravida iaculis tortor a egestas ultricies. humanitatis per seacula quarta Duis malesuada nunc quam, cursus semper. Duis tellus sem, tincidunt Pellentesque a ex molestie, varius decima et quinta decima. Eodem dictum tortor posuere in. Ut convallis eget elit a, ultrices interdum est. ipsum ultrices, commodo odio. modo typi, qui nunc nobis. placerat imperdiet. Nam luctus justo Aliquam tempus, est non imperdiet Interdum et malesuada fames ac ante tortor, non scelerisque. elementum, enim orci posuere libero, ipsum primis in faucibus. nec tristique tortor nibh sed ipsum. Proin at justo rhoncus augue finibus condimentum. Curabitur sed est sit amet elit mattis efficitur quis non lacus. Sed non nulla nibh. Fusce sit amet orci blandit diam porttitor hendrerit. Nunc viverra posuere mest mattis non. In sed tortor a magna consequat facilisis. 13

14 Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. lorem ipsum Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et. 14

15 Nam eu nulla pharetra, sagittis elit in, porta purus. Nunc ut urna at leo auctor maximus sit amet nec diam. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis iaculis tortor a egestas ultricies. Pellentesque a ex molestie, varius ipsum ultrices, commodo odio. Interdum et malesuada fames ac ante ipsum primis in faucibus. In hac habitasse platea dictumst. Duis malesuada nunc quam, cursus dictum tortor posuere in. Ut convallis placerat imperdiet. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla, vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor.vel condimentum leo arcu quis arcu. Vivamus malesuada erat eu sem accumsan iaculis. Sed a felis ut purus cursus venenatis et sit amet dolor. Pellentesque vitae ipsum magna. Suspendisse sagittis, orci quis consequat pulvinar, tellus nisi cursus dolor, a pulvinar urna quam at magna. In ultricies gravida semper. Duis tellus sem, tincidunt eget elit a, ultrices interdum est. Vestibulum vel finibus metus. Duis rhoncus eleifend aliquet. Aliquam tempus, est non imperdiet elementum, enim orci posuere libero, nec tristique tortor nibh sed ipsum. Nullam id dui ornare, tempor ante vel, lacinia odio. Nam luctus justo tortor, non scelerisque tortor ultrices ut. Integer iaculis, lorem eget tristique vestibulum, erat ex faucibus nulla. Praesent et eros lectus. Proin at justo rhoncus augue finibus condimentum. Curabitur sed est sit amet elit mattis efficitur quis non lacus. Sed non nulla nibh. Fusce sit amet orci blandit diam porttitor hendrerit. Nunc viverra posuere mauris nec fringilla. 15

16 Mirum est notare quam littera gothica, quam nunc putamus parum claram, anteposuerit litterarum formas humanitatis per seacula quarta decima et quinta decima. Eodem modo typi, qui nunc nobis. 16

17 services As Salesforce Silver Cloud Partner, AppShark offers superior Salesforce and Cloud Consulting services along with existing custom development and integration solutions. EXPERIENCED TEAM We have a dedicated team of consultants with the experience to offer the best possible advisory services including: Salesforce Customization Implementation Administration & Configuration Advanced Salesforce Development Design Integration Training and End user adoption Our certified Salesforce consultants are able to assess and recommend the right approaches to simplify and streamline your Salesforce deployment. We have completed over 200 Salesforce projects to date, covering all aspects of Salesforce CRM. STRONG SOLUTIONS AppShark also offers a strong portfolio of solutions in Development and Integration such as: Mobile (Native, Hybrid) app development Web app development (Java,.NET, HTML5) Integration services Custom Cloud development and deployment PARTNERSHIPS Aside from our own teams of experienced developers, project managers, architects, DBAs, consultants, quality assurance testers and business analysts, we work with independent software vendors (ISVs), startups, Salesforce application developers, manufacturers and service providers using software as part of their business model or product solution. about Established in 2007, AppShark has been ranked as a Salesforce Silver Cloud Partner with a customer satisfaction rating of 9.7 out of 10 on the AppExchange. In addition, Clutch.co lists AppShark as one of the Top Salesforce Consultants and Consulting Firms for With offices in Dallas, Texas and Iselin, New Jersey, as well as the global development facility in Hyderabad, India, we offer both onsite and offsite/offshore project delivery models. FOR MORE INFORMATION, PLEASE CONTACT US OFFICES 4099 McEwen Rd, Suite 110, Dallas, TX CUSTOMIZED ACCOUNT HIERARCHY PACKAGE In addition, AppShark has designed a customized Account Hierarchy package, listed on the AppExchange which allows users to customize their account hierarchy page in Salesforce and provides a global, complete view of a company, its customers, partners and subsidiaries. PHONE 33 Wood Avenue South Suite 631, Iselin, NJ sales@appshark.com (214)