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Glossary of Einstein Terms

Updated Dec 09, 2020

App

An app contains dashboards, lenses, and datasets in any combination that makes sense for sharing your data analyses with colleagues. Apps are like folders. They allow users to organize their data projects—private and shared—and to control sharing.

Charts

Charts shows you data from multiple angles, and have interactive parts. For example, clicking a segment on a bar chart will “facet” how values are displayed in other widgets on the dashboard to that segment.

Dashboard

A dashboard is a curated set of charts, metrics, and tables based on the data in one or more lenses.

Dataset

A dataset contains a set of source data, specially formatted and optimized for interactive exploration.

Dimension

A qualitative value, like region, product name, and model number. Dimensions are handy for grouping and filtering your data. Unlike measures, you can’t perform math on dimensions.

External data

Data that resides outside of Salesforce, such as data from outside applications and spreadsheets.

Filters

A selection-based filter lets you apply desired criteria while viewing a dashboard. Filters are often tied to each other so that you can progressively drill deeper.

Lens

A lens is a particular view into a dataset’s data. It’s where you do exploratory analysis and visualization.

Measure

A quantitative value, like revenue and exchange rate. You can do math on measures, such as calculating the total number of grants and approved amount.

Step

A step determines the results shown in a widget. Steps either get data dynamically or statically.

Tables

A table provides the record-level details, and can be sorted to show descending or ascending values. You can also create calculated columns in tables to compute values based on existing data.

Toggle

A toggle allows users to filter the results on a dashboard based on a dimension. For example, clicking on a “Type of Support” toggle on the “Grant Making Comparison” dashboard from will change it from displaying the geographies of benefit of a specific set of grants to the type of support represented by those same grants.

Visualization

A visualization is transforms data into a chart, graph or a table.

Widget

Widgets are the charts, tables, filters, and images built into a dashboard to display data. They are dynamic and often interactive.

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