Page Comparison

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1. Install the ADvendio Analytics Extension:

   • Access the installation link: ADvendio Package Extensions.

2. Set Up Analytics Studio:

   • Navigate to Analytics Studio in Salesforce.

   • Create a new app and select ADvendio Analytics Templates.

   

3. Complete the Wizard:

   • Follow the guided wizard steps to configure your dashboards and templates.

For further information, also visit:7.9 Set up Einstein Analytics

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1. Schedule Data Sync:

   • Use the Connector to sync data from your Salesforce records.

2. Schedule Recipes:

   • Ensure that recipes are scheduled to run after the Connector sync completes.

   • Right now 4 individual Recipes are included: SalesGoalsData, MonthlyRevenueReporting, ProductData & ThirdPartyDeliveryDataMonthly

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3. Access Dashboards:

   • View dashboards directly in Analytics Studio.

4. Embed Dashboards:

   • Integrate dashboards into Lightning Record Pages, such as displaying a filtered Account-specific dashboard.

5. Customization Options:

   • Modify dashboards and recipes to fit your unique business requirements.

How to Install?

Salesforce CRM Analytics is required

Install the ADvendio Analytics extension, find link here: https://advendio.atlassian.net/wiki/spaces/SO/pages/666894337/ADvendio+Package+Extensions#ADvendio-Analytics

Go to Analytics Studio, Create new app and select ADvendio Analytics Templates

Go through the wizard steps

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After Installation & Customization:

You will need to schedule the Connector to sync data from your SF Records

You will need to schedule the Recipes, ideally after the Connector finished

You can view Dashboards directly in Analytics Studio

You can embed dashboards directly into Lightning Record Pages, to show for example a dashboard for an Account and further filter it

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