Salesforce Einstein Discovery User Training

Salesforce Einstein Discovery User Training

Salesforce has done it again. They are taming the complexity of Artificial Intelligence, enabling you to make massive amounts of decisions and discover patterns in reams of data, all with clicks instead of code.

This course is for the absolute beginner to Artificial Intelligence (AI), Machine Learning, Deep Learning, and Data Science. If you are feeling overwhelmed by either the tsunami of data that you are tasked with trying to make sense out of, or overwhelmed by the tsunami of media coverage around Artificial Intelligence, Deep Learning, Data Science, and Machine Learning, I am here to share a competitive advantage.  

There is an AI and Data Discovery platform that can be constructed and configured with clicks instead of code. That platform? Salesforce Einstein. The disruptive power of this is that Artificial Intelligence is now available to the masses, and not just to the quants and data scientists among us. You can now not only catch the competition, but leap frog past them, by leveraging Salesforce Einstein as your On-Demand Data Scientist.

Salesforce is the revolutionary company that disrupted the IT Industry with the advent Cloud Computing. What started as a cloud-based CRM system is now a best-in-breed, world class enterprise platform-as-a-service for Marketing, Sales, Service, eCommerce, Health, Government, IoT, and now AI, with the release of Salesforce Einstein.

In this course, we will work through the core concepts of Artificial Intelligence, in plain English. From there, we will work through signing up for a free Salesforce Einstein account (that you can keep for life) that has the new Salesforce Einstein AI engine enabled. This deep learning engine is a historic breakthrough on the computing capabilities of AI and are accessible to the masses by way of clicks instead of code.

We will then work through several different practice exercises and modules to get you hands on experience with building enterprise level apps with AI baked right in. There is no coding required - you can build AI enabled apps with clicks instead of code, thanks to being able to leverage the Salesforce Einstein AI framework. I will show you how in this quick and fun course that will get you well on your way to becoming an AI expert.

Are you ready to become an AI developer? Let's get started immediately!

Salesforce Einstein Discovery User Training
  • Salesforce Einstein Discovery - Course Introduction

    In this lecture, I introduce you to myself, share my background, and lay out what to expect throughout this course.

    To work through the hands-on exercises of this course, you'll need a Salesforce Discovery and Analytics enabled org. You can sign up for a free Salesforce Einstein org here - https...

  • Salesforce Einstein Discovery User Interface Tour

    Now that you are logged into Einstein Discovery, it is time to get familiar with the user interface. In this lecture we tour the UI of Einstein Discovery.

    Resource:
    Set Up Einstein Discovery - https://help.salesforce.com/articleView?id=bi_edd_help_setup.htm&type=0
    Einstein Discovery Basics Trail...

  • Practice Activity – Signing Up for a Trailhead Account

    In this lecture, we will sign up for a free Salesforce Trailhead account. You can sign up for a Trailhead account using either a Salesforce Account, Facebook Account, or Google Plus. You will need this Trailhead account in order to complete some of the other exercises in this course.

  • Importing Data Sets into Salesforce Einstein Discovery Introduction

    In this introductory lecture, I run through what we will be covering in this particular section of the course related to importing data sets into Einstein Discovery.

  • Importing CSV Data Sets into Salesforce Einstein Discovery

    In this lecture, we walk through downloading the sample data set .csv file and then we work through the process of importing the data into Salesforce Einstein Discovery. I also show you how to perform data cleanup steps in your data set from within Einstein Discovery as well as changing the speci...

  • Importing Salesforce Data into Salesforce Einstein Discovery

    In this lecture, I demonstrate how to add a connection to a Salesforce instance to Einstein Discovery. I then import my own data from my own org related to my course reviews and ratings into Einstein Discovery. I also perform data cleanup on my data set.

  • Importing Other Data Sets into Salesforce Einstein Discovery

    I show you how to import data from Hadoop, MySQL, Netezza, Oracle, Postgres, SAP and SQL Server into Einstein Discovery through the Datasets import screen. We also revisit importing .csv data sets. I introduce you to a couple of other websites that provide good data sets which you can query and d...

  • Making Changes to a Dataset in Einstein Discovery

    In this lecture I demonstrate how to rename a dataset. I also show how to delete datasets in Einstein Discovery. We also cover how to change data types of fields in datasets. I demonstrate how to delete fields in a dataset and apply changes as well as renaming columns.

  • Introduction to Creating Stories in Salesforce Einstein Discovery

    In this introductory lecture, I run through what we will be covering in this particular section of the course related to creating stories in Einstein Discovery.

  • Creating a Story in Salesforce Einstein Discovery

    In this lecture I show you how to create a story in Einstein Discovery, utilizing one of the datasets that we imported previously.

  • Editing a Story and Adding Insights in Salesforce Einstein Discovery

    In this lecture, I drill down into the dataset around my own course ratings which I have imported into Einstein Discovery. I discover some surprising findings around what influences ratings to be higher and have a takeaway that I can apply to improve the ratings of my own courses over time. I als...

  • Introduction to Executive Summaries in Einstein Discovery

    In this introductory lecture, I run through what we will be covering in this particular section of the course related to Executive Summaries in Einstein Discovery.

  • Playing an Executive Summary

    In this lecture, I show you how to play an Executive Summary in Einstein Discovery.

  • Turning on Discovery Mode in Executive Summary

    In this lecture I show you how to turn on and use Discovery Mode in an Executive Summary.

  • Personalizing Stories in the Executive Summary

    In this lecture I show you how to personalize stories in an Executive Summary. This involves giving thumbs up and thumbs down on data points in a story. These inputs save back to your data set to allow for you to provide human insights into machine derived data sets and stories.

  • Viewing and Changing Recommended Insights in Executive Summaries

    In this lecture I show you how to view and change recommended insights in Executive Summaries.

  • Introduction to Sharing and Exporting Stories

    In this introductory lecture, I lay the groundwork for the sharing and exporting functions we will cover in this section.

  • Sharing Stories with Other Users

    In this lecture, I show you how to share stories with other users in Einstein Discovery. I also introduce you to the Einstein Discovery User Guide and discuss various limits on the platform.

  • Exporting Stories to Microsoft Word

    In this lecture, I show you how to export your dataset story to Microsoft Word.

  • Exporting Stories to PowerPoint

    In this lecture, I show you how to export your dataset story to Microsoft PowerPoint. 

  • Exporting R Code

    In this lecture, I show you how to export R code via Einstein Discovery. I discuss the different Insight Types in Einstein Discovery. I also show the model validation results which are also exported with the R code.

  • Helpful Practice Activity – Discover Simple Stories for Complex Problems Trail

    In this practice activity lecture, I show you the final pieces of the Trailhead trail. I also discuss other datasets and limits for number of rows with a minimum of at least a 1000 rows, encourage you to share good datasets that you have found in order to share with other students.

  • Final Thoughts and a Word of Thanks

    I discuss my website, how to stay up to date with new courses and how to save on my existing courses.