Salesforce Admins Podcast

This week, for the first Salesforce Admins Podcast episode of 2021, we’re joined by Preena Johansen, Einstein Analytics Consultant at Telstra, Einstein Analytics Champion, and the co-leader of Women in Technology Brisbane. She has some great tips about how you can be more analytics-minded as an admin.


Join us as we talk about how to set up your data on your records for Einstein Analytics, the power of visualizations, and why you shouldn’t be scared of analytics.


You should subscribe for the full episode, but here are a few takeaways from our conversation with Preena Johansen.


What is an Einstein Analytics consultant?


So first question, what does it mean to be an Einstein Analytics consultant? “At Telstra, my role is to work with the business to understand what their requirements are and what their end goal is—what they want to achieve,” Preena says, “and then we use the data we have from Salesforce and our external legacy systems being brought into Einstein to develop a dashboard.”


Telstra is the biggest telecommunications company in Australia, so Preena’s normally working with a huge amount of data at an enormous scale. She works with every department in the organization, from sales to finance to marketing, which naturally leads to a large range of projects. She’s built a suite of dashboards to help her support team get a better picture of how they’re hitting their SLAs on the various case-types they have, and another for marketing that lets them follow lead generation from each of their campaigns, which is also useful for sales.


“One of the main things about my role is understanding what the end-goal is for our users,” Preena says, “how are they going to use what we’re developing for them?” Every dashboard they make is embedded within Salesforce, which ultimately means users spend less time “swivel-chairing” between legacy databases and more time focusing on what the customer needs.


The tools of the trade.


Preena does a large amount of work directly on Salesforce and Einstein Analytics, with some help from an internal team to get information from legacy systems into a data hub that brings it onto the platform. She also leans on Excel to double-check things, Jira to track her Agile stories, and Confluence to document her work and coordinate with her team. For development, she uses Validator, an online JSON editor, and Notepad++ on desktop to write out JSON and check it.


If you’re trying to start working with your data in Einstein Flows, Preena has some advice. First of all, make sure that your permissions are set up correctly to allow anyone working with your fields to be able to see everything they need. Also, field validation can greatly minimize the need for data cleanup further on down the road, especially when you’re talking about free text fields.


“To get started, I didn’t go to uni, I didn’t study anything analytics-related,” Preena says. Instead, she created her first data visualizations in Tableau and then moved onto Salesforce when her company was one of the first in Australia to adopt Wave. “It was really about getting in and giving is a shot,” she says, “the skills that I have today are from on-the-job learning.” With all the great content out there between Trailhead and other resources, the best thing you can do if you’re interested in doing more with Einstein is to get started and create your first visualization.



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Direct download: Einstein_Analytics_at_Scale_with_Preena_Johansen.mp3
Category:general -- posted at: 8:56am PDT