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Learning Einstein Analytics

6OMPDLDSJUJDBMJOTJHIUTXJUI4BMFTGPSDF&JOTUFJO"OBMZUJDT

Santosh Tukaram Chitalkar

BIRMINGHAM - MUMBAI
Learning Einstein Analytics
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 Contributors

About the author

Santosh Tukaram Chitalkar has been working on the Salesforce platform for over five
years. He currently works for Capgemini as a Salesforce consultant. During his time at
Capgemini, he has worked on various Salesforce projects, which include the
implementation of sales SFO, inline Visualforce pages for sales and service assets, and
renewal processes.

He has also developed products for AppExchange such as FieldRecon. In his free time, he
loves writing about Salesforce Einstein Analytics on his blog Pinakin Technology.
About the reviewer
Abhishek Tripathi has more than 5 years of experience with the Salesforce platform. He is
a Salesforce certified application architect and has 16 Salesforce certifications. He is a
technical blogger, posting tips and tricks for Salesforce to help others in the Salesforce
community.

Abhishek has worked with some giants with Salesforce, such as PwC US, Coca-Cola, Tquila
(acquired by Accenture), and Accenture.

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 Table of Contents
Contributors 5
Preface 1
Chapter 1: Getting Started with Einstein Analytics 6
Einstein Analytics 7
Introduction to Einstein Analytics 7
Terminologies in Einstein Analytics 10
Concepts - terminologies 11
Datasets 11
Measures 11
Dimensions 11
Dates 11
Dataset builder 12
Lenses 12
Visualizations 12
Dashboards 12
Designers 12
Dashboard JSON 12
Explorer 12
Apps 13
Transformation 13
SAQL 13
Predicate 13
Metadata files 13
Dataflow 14
Dataflow jobs 14
Summary 14
Chapter 2: Setting Up Einstein Analytics 15
The Einstein platform setup process 15
Enabling Analytics 16
User types 17
Creating permission sets 18
Assigning a Einstein Analytics permission set to users 20
Einstein limits 24
Summary 25
Chapter 3: Say Hello to Einstein 26
Data preparation 27
Table of Contents

Creating your first dataset 29

Updating datasets 34
Creating your first dashboard 36
Creating lenses 39
Creating your first lens 39
Adding lenses to dashboards 42
Creating a Bar chart 43
The Donut charts 46
Compare Table 47
Stacked Bar chart 49
Dashboard customization 51
Creating your first Einstein Analytics application 51
Set Smart Notification 54
Keyboard shortcuts for Wave dashboards and lenses 57
Summary 59
Chapter 4: Diving Deep into Einstein Analytics 60
Quota, dataflow, and data manager 60
Creating a quota dataset 61
Dataflows in Einstein Analytics 63
Dataflow 63
Transformations 63
augment 63
sfdcDigest 64
sfdcRegister 65
Required permissions 66
Configuring a dataflow 67
Running a dataflow 71
Scheduling the dataflow 72
Einstein dashboards 74
Differences between Wave Dashboard Designer and Classic Designer 74
Creating a dashboard using Wave Dashboard Designer 74
The General option under LAYOUT settings 75
Displaying the top 10 opportunities in the Bar chart 76
Donut charts for the top five opportunity owners 78
Adding numbers for KPI 78
Closed Won and Closed Lost opportunity amounts 79
Listing widgets by Opportunity Type, Role Name, and Opportunity Owner 80
Owner Role Name and Opportunity Owner lists 81
The Range filter widget 82
What is faceting? 84
Connecting datasources 85
Setting initial values to filters 87

[ ii ]
 Table of Contents

Creating a dashboard using Classic Designer 87

Creating your first chart in Classic Designer 88
Donut charts for Opportunities by Industry 88
Funnel chart for Opportunities by Stage 89
Converting your dashboard to a Wave Dashboard Designer 89
Summary 90
Chapter 5: Einstein for Sales 91
Executive dashboard for a sales team 92
Expected revenue KPIs 93
Actual revenue earned 93
The static step 95
Bindings in Einstein 96
Selection binding 97
Data selection functions 97
Data serialization functions 98
Result binding 101
Formatting derived measures or fields 103
Funnel charts for Opportunities by Stage 106
Sales Cloud Einstein 109
Setting up Sales Cloud Einstein 110
Creating a permission set 110
Assigning permission sets to users 110
The Sales Analytics Apps license 111
Creating a Sales Analytics App 111
Summary 113
Chapter 6: Einstein at Your Service 114
Service dashboards 114
Customer service dashboard – VP 115
Dashboards and lenses 115
Creating list filters 116
Static steps for country 117
Map chart for BillingCountry 119
Fine-tuning maps using map properties 120
The BillingCountry and BillingState tables 121
Connecting static steps as filters to the map and table 122
Adding key matrics to the dashboard using a Number widget 122
The Timeline chart for case count by AccountSources 123
Broadcast faceting 124
Optimizing dashboard performance 127
Einstein custom actions 129
What is a Salesforce action? 130
Summary 135
Chapter 7: Security and Sharing in Einstein Analytics 136

[ iii ]
Table of Contents

Einstein Security 137

Salesforce data security 138
Sharing mechanism in Einstein 140
Mass-sharing the application 142
Row-level security 144
Security predicates for the record owner 147
Summary 151
Chapter 8: Recipe in Einstein 152
Dataset recipe 152
What is a data recipe? 153
Creating a recipe 153
Running a recipe 158
Adding data 160
The column profile option 160
The ATTRIBUTES tab 162
The NAVIGATOR tab 163
Additional transformation suggestions 164
The bucket field 164
The formula field 165
The scheduling recipe 167
Exporting datasets using datasetUtils 168
Summary 170
Chapter 9: Embedding Einstein Dashboards 171
Embedding dashboards 172
Embedding dashboards on the detail page in Salesforce Classic 173
Embedding the dashboard in Lightning 179
Lightning page attributes in embedding a dashboard 181
Embedding the dashboard in Visualforce Pages 183
Embedding dashboards to websites and web applications 185
Embedding and sharing dashboards in communities 186
Enabling Communities 187
Enabling Analytics for Communities 189
Embedding dashboards using Community Builder or Visualforce Pages 190
The Enable sharing with Communities option 192
Summary 194
Chapter 10: Advanced Technologies in Einstein Analytics 195
Salesforce Analytics Query Language 196
Using SAQL 196
Using foreach in SAQL 198
Using grouping in SAQL 199

[ iv ]
 Table of Contents

Using filters in SAQL 200

Using functions in SAQL 201
Extended metadata in Analytics 202
Downloading the XMD for the dataset 202
Configuring XMD 204
Uploading XMD in the dataset 206
Dashboard JSON in Analytics 208
Summary 208
Chapter 11: Machine Learning and Deep Learning 209
AI in Einstein Analytics 209
Machine learning 210
Deep learning 210
Natural-language processing 211
Einstein Intent 212
Einstein Sentiment 212
Summary 213
Other Books You May Enjoy 214
Index 217

[v]
 Preface
Einstein Analytics, formally known as Wave Analytics, is a cloud-based platform that
connects data from multiple sources and explores it to uncover insights. It empowers sales
representatives, marketers, and analysts with insights to make customer interactions
smarter; without building mathematical models. You will learn how to create applications,
lenses, and dashboards, and how to share those dashboards with other users.

This book starts off by explaining the fundamental concepts, such as lenses, steps, and
measures; it then sets you up with the Einstein Analytics platform. The book then moves on
to creating an applicationbyou will learn how to create datasets and dashboards, and the
different ways of importing data into Analytics. Moving on, we look at Einstein for sales,
services, and marketing, individually. Here, you will learn to manage your pipeline,
understand important business drivers, and visualize trends. You will also learn features
related to data monitoring tools and embedding dashboards with Lightning, Visualforce
page, and mobile devices. Further, you will learn advanced features pertaining to the recent
advancements in Einstein, which include machine learning constructs and getting
predictions for events. By the end of this book, you will be proficient in Einstein Analytics,
getting insights faster and understanding your customers in a better way.

Who this book is for

This book is for beginners who want to explore this AI-powered business intelligence
software by Salesforce. Prior knowledge of the Salesforce platform is required.

What this book covers

$IBQUFS, Getting Started with Einstein Analytics, gives an overview of Einstein Analytics. It
also covers the concepts and terminologies used in Einstein Analytics. We will sign up to
Salesforce special developer edition in this chapter.

$IBQUFS, Setting Up Einstein Analytics, covers creating and understanding users and user
types. We are going to learn how to create and assign permission sets.
 Preface

$IBQUFS, Say Hello to Einstein, covers building your first lenses and dashboards.

$IBQUFS, Diving Deep into Einstein Analytics, covers creating a simple summary dashboard
and understanding quota, dataflow, and dataflow scheduling. This chapter also explains
Classic Designer Dashboard and Wave Designer Dashboard. In addition, it will cover
faceting and declarative binding.

$IBQUFS, Einstein for Sales, explains how to create an executive dashboard. While creating
dashboards, you will learn about creating static steps, selection, and result binding.

$IBQUFS, Einstein at Your Service, covers creating a service dashboard. While creating a
dashboard, you will learn about the dashboard inspector and connecting your static step
with dashboard components.

$IBQUFS, Security and Sharing in Einstein Analytics, is an important chapter as it covers

security and sharing in Einstein Analytics. This chapter covers Salesforce data access, data
sharing, and data security, while also taking you through adding row-level security to a
dataset.

$IBQUFS, Recipe in Einstein, covers how to create a recipe. When working with data, there
are times when we realize that we have added a lot of unnecessary fields and data, and we
need to remove them. We also need to add new fields to the same dataset if we have missed
a required field or, if we need to add a new one in the future. This is called data preparation
and it is easier with Einstein Analytics.

$IBQUFS, Embedding Einstein Dashboards, is all about Einstein Analytics providing the
flexibility to embed dashboards within other Salesforce environments. It covers all the
different methods of embedding dashboards and adding filters to embedded dashboards.

$IBQUFS, Advanced Technologies in Einstein Analytics, covers advanced technologies or

methods in Einstein Analytics. This chapter also covers the use of JSON, XMD, and
SAQL for working on complex solutions.

$IBQUFS, Machine Learning and Deep Learning, gives an overview of machine learning,
deep learning, and NLP. You will also see the implementation of all these technologies in
Einstein Analytics: Einstein Language and Einstein Sentiment.

[2]
Preface

To get the most out of this book

Learning Einstein Analytics is for all Salesforce CRM techies who wish to learn this
platform. We have written this book keeping beginners in mind, but it is important that you
are familiar with Salesforce CRM. Basic concepts and admin knowledge of Salesforce is
required.

Einstein Analytics is a cloud-based platform; hence, you only need a system with a good
internet connection to get started with this book. The first two chapters of this book explain
the basic concepts and terminologies of Einstein Analytics and its setup. In $IBQUFS, Say
Hello to Einstein, $IBQUFS, Diving deep into Einstein Analytics, $IBQUFS, Einstein for Sales,
and $IBQUFS, Einstein at Your Service, the book explains the platform in detail and uses
hands-on tutorials to explain how it works. We have taken a few business requirements
from a hypothetical organization called Anutosh Infotech and we'll be building sales and
service dashboards for that organization. While creating these dashboards, we will go
through every relevant concept, feature, and implementation. The last five chapters explain
how to build a complex solution in Einstein Analytics and give an overview of the
advanced technologies and features provided by the Einstein platform.

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[3]
 Preface

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[4]
Preface

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[5]
 Getting Started with Einstein
1
Analytics
The evolution of technology has increased to a new level in the last five years and Customer
Relationship Management (CRM) is an integral part of it. CRM has helped
companies manage and analyze customer interactions and data throughout the customer
life cycle, with the goal of improving business relationships with customers. But the
analysis of data, managing it, and making business decisions based on that customer data is
becoming more and more challenging because of the social media, internet, and
technology. With a huge amount of customer data growing exponentially, extracting
patterns, business trends, and actionable information is becoming a tedious and time-
consuming task for organizations worldwide. Data generation, processing, and
consumption are simple but converting that data to spot opportunities, trends, and
correlation is a real challenge. In order to effectively tackle this situation, Salesforce has
launched its most advanced platform called Einstein Analytics.

Pretty catchy name, right?

The Einstein Analytics platform has really become a buzz word in the tech town. So what is
this Einstein Analytics? Why is there such a buzz about it? Why is everybody talking about
it since its launch?

In this chapter, we will cover the following topics:

The Einstein Analytics platform

An introduction to Einstein Analytics
Getting Started with Einstein Analytics Chapter 1

Einstein Analytics
Einstein Analytics is a comprehensive business intelligence tool powered by artificial
intelligence, and used to analyze all your business data in quick succession for precise
predictive insights and prescriptive recommendations.

Introduction to Einstein Analytics

Salesforce users will get recommendations and suggestions automatically. The Einstein
Analytics platform learns from the customer data already in Salesforce and makes
predictions accordingly. Insights, predictions, and recommendations are served up
seamlessly in Salesforce.

Consider this scenario, Anutosh Infotech is a multinational organization that launched a

new product called All Smart. All Smart is a tracking device that connects your belongings
to the All Smart application on your phone and helps you find them. Now, to create
awareness of this product, Anutosh Infotech started publicizing it via ads on Facebook,
YouTube, and so on and they got the xyz number of leads through it. Now Einstein will
automatically give a recommendation about which campaign is more effective. So for the
next campaign, the company will spend more money on effective campaigning. You can
also share multiple insights regarding this campaign's Lead Scoring, Einstein
Recommendations, Einstein Social Insights, and so on.

The Salesforce document clearly states the following:

"Einstein is like having your own data scientist to guide you through your day. It learns
from all your data, and delivers predictions and recommendations based on your unique
business processes."

[7]
Getting Started with Einstein Analytics Chapter 1

In Einstein Analytics, we can gather data from different locations, such as Excel, Salesforce,
Informatica, and so on and merge them together to build the insights.

Here are the main reasons why Einstein is the next big thing:

Social media is a platform where customers give their feedback about products
and services. So the data on social media will play an important role and this data
is increasing exponentially each day.
Einstein Analytics uses new technologies such as advanced machine learning,
deeper understanding, predictive analytics, natural language processing, and
smart data discovery. So, with every interaction and every additional piece of
data, it will learn and self-tune to get smarter.
Einstein Analytics uses predictive analysis and gives recommendations based on
the data history.
User can connect to data on other platforms and built dashboards on it. The user
can also import that data to Einstein Analytics without any formulas or coding.
Einstein is secure, trusted, scalable, dependable, and, of course, mobile! It enables
everyone in your organization to get instant access to powerful statistics and
figures through its intuitive point and click visual interface.
It promises to help sales, marketing, and service professionals make better
decisions, up to 38% faster by leveraging artificial intelligence. It proposes to
achieve this via contextually relevant, self-service Analytics applications that can
tell you what is happening, why it is happening, what is likely to happen, and
what action you should take.

From the sales, marketing, or services standpoint, this smart, artificially intelligent tool is
helping businesses understand the results of their different activities better.

You may ask, what is so great about Einstein Analytics or how it is different from the
already present Analytics tool.

[8]
Getting Started with Einstein Analytics Chapter 1

The answer to these questions is simple. Einstein Analytics allows users to note
performance data to get an insight into different activities and their results. This is quite like
the other tools, but here is how it is different:

Its artificial intelligence analyzes productivity and automatically gives insights

and recommendations for informed decision making
It includes the following entire pool of Analytics applications to expose more in-
depth and futuristic information:
Service Analytics
Sales Analytics
B2B Marketing Analytics

With Einstein Analytics, every CRM user can now easily analyze what happened in the
business, why it happened, and what steps to take, without a team of expert data scientists.

Salesforce is partnering with Trailhead, an interactive, guided, and gamified learning

platform that offers 12 online learning modules. Trounce your competitors and get a head
start by learning Einstein Analytics with Trailhead.

To start learning, go through the following tutorials:

Analytics/Wave Basics
Mobile Analytics / Wave Exploration
Desktop Analytics / Wave Exploration

If you are working with Salesforce as a partner, the following are specific training programs
for you:

White belt
Green belt
Brown belt
Black belt

[9]
Getting Started with Einstein Analytics Chapter 1

Terminologies in Einstein Analytics

Einstein Analytics is a cloud-based data platform as well as a data-analysis frontend, and
it's designed to analyze not just Salesforce sales, service, and marketing data, but also any
third-party application data, desktop data, or public data you care to bring into the mix.

So, sign up for Salesforce Einstein Analytics and get started by visiting IUUQTEFWFMPQFS
TBMFTGPSDFDPNQSPNPUJPOTPSHTBOBMZUJDTEF. The link will take you to a site that
resembles this:

Now that you have signed up for the special developer edition, let me walk you through the
basic concepts and terminologies used in Einstein Analytics.

[ 10 ]
Getting Started with Einstein Analytics Chapter 1

Concepts - terminologies
Before starting with Einstein Analytics, we need to understand the basic concepts and
terminologies. This section will help you to understand, how the Einstein Analytics
platform works and the significance of different terminologies. Understanding this concept
is very important as it avoids confusion during the implementation and hands-on tutorials.

So without further ado, let's begin our journey of learning Einstein Analytics.

Datasets
A dataset is a collection of related data that is stored in a denormalized, yet highly
compressed form. You can create the dataset from different resources such as Excel,
Salesforce, or other databases. In other words, you can say that it is a data resource,
specially formatted to create analytics and reports on it. In Einstein Analytics, all the fields
of dataset come under three categories such as date, dimension, and measure.

Measures
A measure is a quantitative value, for example, amount, price, profit, and loss. Measure can
be used to make mathematical calculations such as sum, average, maximum, minimum, and
so on.

Dimensions
A dimension is a qualitative value, for example, city, region, and status. Dimensions can be
used to create grouping and filtering. As it is a qualitative value, you cannot do math in this
field.

Dates
A date can be represented as a day, month, year, and, optionally, time. We can use the date
field to group, filter, and perform math.

[ 11 ]
Getting Started with Einstein Analytics Chapter 1

Dataset builder
Dataset builder is a point and click UI feature provided by Salesforce to create datasets. You
can create a single dataset for a Salesforce object. Data can be created based on one or more
related Salesforce objects.

Lenses
A lens is a particular view of a dataset's data. Just like reports in Salesforce, the lens
provides insights into data. This helps you analyze and visualize your data.

Visualizations
A visualization is a pictorial representation of dashboards, application, and lenses.
Commonly, it can be a line chart, bar chart, stack chart, tables, pivots, or compare tables.
Every visualization has a query associated with it.

Dashboards
A dashboard is a collection of charts, metrics, and tables. We can have one or more lenses in
one dashboard.

Designers
A designer is a user interface where a user can create dashboards.

Dashboard JSON
Dashboard JSON is the JSON file for your dashboard. This file includes the information
related to your widgets, their location, settings, static steps, and how they are connected.

Explorer
An explorer is an interface where you explore datasets and lenses. It is the easiest way to
access your business data and get data insights. Using the explorer, users can add measures,
grouping, filters, and so on. In the UI, users can switch between Chart Mode, Table Mode,
and SAQL Mode.

[ 12 ]
Getting Started with Einstein Analytics Chapter 1

Apps
An application is a curated set of one or more dashboards and lenses. For example, If you
have created four dashboards for the sales team and two dashboards for the service team
then you can create two separate applications (like the folder) one for the sales team and
another for the service team and move the dashboards and lenses to the respective
applications.

Transformation
A transformation refers to the manipulation of data. You can add transformations to a
dataflow to extract data from Salesforce objects or datasets, transform datasets that contain
Salesforce or external data, and register datasets.

For example, you can use transformations to join data from two related datasets and then
register the resulting dataset to make it available for queries.

SAQL
Salesforce Analytics Query Language (SAQL) is used to access data from a dataset. It is a
query language for Analytics platform. Just like all other query languages, SAQL retrieves
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 APPENDIX III
Kishlak, a village of sedentary Turcomans, as opposed to Aoul, the
nomad village.
Mekteb, the lower-class Mussulman elementary school.
Medresse, university of a theological order.
Arik, canal or channel diverted from river for irrigation purposes.

TABLE OF MEASUREMENTS
1 sagene = 7 ft.
1 dessiatine (= 2400 sq. sagenes) = 432 sq. roods (2.70 acres)
1 square sagene = 49 sq. ft.
1 arshine = .77 yard (2.33 ft.)
1 vershok = 1.75 in.

A dessiatine (land measure) is a parallelogram having a

length of 80 sagenes and a breadth of 30 sagenes, or it
may be 40 by 60 sagenes, therefore the dessiatine is 2400
square sagenes, or 21,600 square arshines.
1 verst = ⅔ of an English mile.
 APPENDIX IV
the treaty of gandamak
Treaty between the British Government and his Highness
Mahommed Yakub Khan, Amir of Afghanistan and its dependencies,
concluded at Gandamak on the 26th May, 1879, by his Highness the
Amir Mahommed Yakub Khan on his own part and on the part of the
British Government by Major (afterwards Sir Louis) P. L. N.
Cavagnari, C.S.I.
(1) From the day of the exchange of the ratifications of the
present Treaty there shall be perpetual peace and friendship
between the British Government on the one part and his
Highness the Amir of Afghanistan and its dependencies, and
his successors, on the other.
(2) His Highness the Amir of Afghanistan and its
dependencies engages, on the exchange of the ratifications
of this Treaty, to publish a full and complete amnesty,
absolving all his subjects from any responsibility for
intercourse with the British forces during the war, and to
guarantee and protect all persons of whatever degree from
any punishment or molestation on that account.
(3) His Highness the Amir of Afghanistan and its
dependencies agrees to conduct his relations with Foreign
States in accordance with the advice and wishes of the British
Government. His Highness the Amir will enter into no
engagements with Foreign States, and will not take up arms
against any Foreign State, except with the concurrence of the
British Government. On these conditions the British
Government will support the Amir against any foreign
aggression with money, arms, or troops, to be employed in
whatsoever manner the British Government may judge best
for this purpose. Should British troops at any time enter
Afghanistan for the purpose of repelling foreign aggression,
they will return to their stations in British territory as soon as
the object for which they entered has been accomplished.
(4) With a view to the maintenance of the direct and
intimate relations now established between the British
Government and his Highness the Amir of Afghanistan, and
for the better protection of the frontiers of his Highness’s
dominion, it is agreed that a British Representative shall
reside at Kabul, with a suitable escort, in a place of residence
appropriate to his rank and dignity. It is also agreed that the
British Government shall have the right to depute British
Agents with suitable escorts to the Afghan frontiers,
whensoever this may be considered necessary by the British
Government in the interests of both States, on the occurrence
of any important external fact. His Highness the Amir of
Afghanistan may on his part depute an Agent to reside at the
Court of his Excellency the Viceroy and Governor-General of
India, and at such other places in British India as may be
similarly agreed upon.
(5) His Highness the Amir of Afghanistan and its
dependencies guarantees the personal safety and honourable
treatment of British Agents within his jurisdiction; and the
British Government on its part undertakes that its Agents shall
never in any way interfere with the internal administration of
his Highness’s dominions.
(6) His Highness the Amir of Afghanistan and its
dependencies undertakes, on behalf of himself and his
successors, to offer no impediment to British subjects
peacefully trading within his dominions so long as they do so
with the permission of the British Government, and in
accordance with such arrangements as may be mutually
agreed upon from time to time between the two Governments.
(7) In order that the passage of trade between the
territories of the British Government and of his Highness the
Amir of Afghanistan may be open and uninterrupted, his
Highness the Amir of Afghanistan agrees to use his best
endeavours to ensure the protection of traders and to
facilitate the transit of goods along the well-known customary
roads of Afghanistan. These roads shall be improved and
maintained in such manner as the two Governments may
decide to be most expedient for the general convenience of
traffic, and under such financial arrangements as may be
mutually determined upon between them. The arrangements
made for the maintenance and security of the aforesaid
roads, for the settlement of the duties to be levied upon
merchandise carried over these roads, and for the general
protection and development of trade with and through the
dominions of his Highness, will be stated in a separate
Commercial Treaty, to be concluded within one year, due
regard being given to the state of the country.
(8) With a view to facilitate communications between the
allied Governments and to aid and develop intercourse and
commercial relations between the two countries, it is hereby
agreed that a line of telegraph from Kurram to Kabul shall be
constructed by and at the cost of the British Government, and
the Amir of Afghanistan hereby undertakes to provide for the
protection of this telegraph line.
(9) In consideration of the renewal of a friendly alliance
between the two States which has been attested and secured
by the foregoing Articles, the British Government restores to
his Highness the Amir of Afghanistan and its dependencies
the towns of Kandahar and Jelalabad with all the territory now
in possession of the British armies, excepting the districts of
Kurram, Pishin, and Sibi. His Highness the Amir of
Afghanistan and its dependencies agrees on his part that the
districts of Kurram and Pishin and Sibi, according to the limits
defined in the schedule annexed, shall remain under the
protection and administrative control of the British
Government: that is to say, the aforesaid districts shall be
treated as assigned districts, and shall not be considered as
permanently severed from the limits of the Afghan kingdom.
The revenues of these districts, after deducting the charges of
civil administration, shall be paid to his Highness the Amir.
The British Government will retain in its own hands the
control of the Khyber and Michni Passes, which lie between
the Peshawar and Jelalabad districts, and of all relations with
the independent tribes of the territory directly connected with
these passes.
(10) For the further support of his Highness the Amir in the
recovery and maintenance of his legitimate authority, and in
consideration of the efficient fulfilment in their entirety of the
engagements stipulated by the foregoing Articles, the British
Government agrees to pay to his Highness the Amir and to
his successors an annual subsidy of six lakhs of Rupees.
Done at Gandamak, this 26th day of May 1879,
corresponding with the 4th day of the month of Jamadi-us-
sani, 1296 A.H.
AMIR MAHOMMED YAKUB KHAN.
N. CAVAGNARI, Major .
Letter, dated June 14, 1880, from Mr. (afterwards Sir Lepel)
Griffin to Abdur Rahman Khan.
(After compliments.)
“I am commanded to convey to you the replies of the
Government of India to the questions you have asked.
“First, with regard to the position of the ruler of Kabul in
relation to Foreign Powers. Since the British Government
admit no right of interference by Foreign Powers in
Afghanistan, and since both Russia and Persia are pledged to
abstain from all political interference with Afghan affairs, it is
plain that the Kabul ruler can have no political relations with
any Foreign Power except the English: and if any such
Foreign Power should attempt to interfere in Afghanistan, and
if such interference should lead to unprovoked aggression on
the Kabul ruler, then the British Government will be prepared
to aid him, if necessary, to repel it, provided that he follows
the advice of the British Government in regard to his external
relations.
“Secondly, with regard to limits of territory, I am directed to
say that the whole province of Kandahar has been placed
under a separate ruler, except Pishin and Sibi, which are
retained in British possession. Consequently, the Government
is not able to enter into any negotiations with you on these
points, nor in respect to arrangements with regard to the
north-west frontier, which were concluded with the ex-Amir
Mahommed Yakub Khan. With these reservations, the British
Government are willing that you should establish over
Afghanistan (including Herat, the possession of which cannot
be guaranteed to you, though the Government are not
disposed to hinder measures which you may take to obtain
possession of it) as complete and extensive authority as has
hitherto been exercised by any Amir of your family. The British
Government desires to exercise no interference in the internal
affairs of these territories, nor will you be required to admit an
English Resident anywhere; although, for convenience of
ordinary and friendly intercourse between two adjoining
States, it may be advisable to station by agreement a
Mahommedan agent of the British Government at Kabul.”
From Amir Abdur Rahman Khan to Mr. Griffin, dated June 22,
1880.
(After compliments.)
“Regarding the boundaries of Afghanistan which were
settled by treaty with my most noble and respected
grandfather, Amir Dost Muhammad, these you have granted
to me. And the Envoy which you have appointed in
Afghanistan you have dispensed with, but what you have left
to (be settled according to) my wish is, that I may keep a
Mussulman Ambassador, if I please. This was my desire and
that of my people, and this you have kindly granted.
“About my friendly relations and communication with
Foreign Powers, you have written that I should not have any
without advice and consultation with you (the British). You
should consider well that if I have the friendship of a great
Government like yours, how can I communicate with another
Power without advice from and consultation with you? I agree
to this also.
“You have also kindly written that should any unwarranted
(improper) attack be made by any other Power on
Afghanistan, you will under all circumstances afford me
assistance; and you will not permit any other person to take
possession of the territory of Afghanistan. This also is my
desire, which you have kindly granted.
“As to what you have written about Herat. Herat is at
present in the possession of my cousin. So long as he does
not oppose me, and remains friendly with me, it is better that I
should leave my cousin in Herat, rather than any other man.
Should he oppose me, and not listen to my words (advice) or
those of my people, I will afterwards let you know. Everything
shall be done as we both deem it expedient and advisable.
“All the kindness you have shown is for my welfare and
that of my people: how should I not accept it? You have
shown very great kindness to me and my people.”
Letter from Mr. Griffin to Amir Abdur Rahman Khan, dated “July
1880.”[45]
(After compliments.)
“His Excellency the Viceroy and Governor-General in
Council has learnt with pleasure that your Highness has
proceeded toward Kabul, in accordance with the invitation of
the British Government. Therefore, in consideration of the
friendly sentiments by which your Highness is animated, and
of the advantage to be derived by the Sirdars and people from
the establishment of a settled government under your
Highness’s authority, the British Government recognises your
Highness as Amir of Kabul.
“I am further empowered, on the part of the Viceroy and
Governor-General of India, to inform your Highness that the
British Government has no desire to interfere in the internal
government of the territories in the possession of your
Highness, and has no wish that an English Resident should
be stationed anywhere within those territories. For the
convenience of ordinary friendly intercourse, such as is
maintained between two adjoining States, it may be advisable
that a Mahommedan Agent of the British Government should
reside, by agreement, at Kabul.
“Your Highness has requested that the views and
intentions of the British Government with regard to the
position of the ruler at Kabul in relation to Foreign Powers
should be placed on record for your Highness’s information.
The Viceroy and Governor-General in Council authorises me
to declare to you that since the British Government admits no
right of interference by Foreign Powers within Afghanistan,
and since both Russia and Persia are pledged to abstain from
all interference with the affairs of Afghanistan, it is plain that
your Highness can have no political relations with any Foreign
Power except with the British Government. If any Foreign
Power should attempt to interfere in Afghanistan, and if such
interference should lead to unprovoked aggression on the
dominions of your Highness, in that event the British
Government would be prepared to aid you, to such extent and
in such manner as may appear to the British Government
necessary, in repelling it; provided that your Highness follows
unreservedly the advice of the British Government in regard
to your external relations.”
Letter from the Viceroy of India (Marquis of Ripon) to the Amir
Abdur Rahman.
(After compliments.)
“Simla, June 16, 1883.
“Your Highness will remember that, at Sir Lepel Griffin’s
interview with you at Zimma on July 31, 1880, he said that the
Government of India could only start your administration by
giving you a grant to pay your army and officials and your
immediate expenses; and that, having recognised you as
Amir, it was anxious to see you strong; but after you had
taken possession of Kabul, you must rely on your own
resources.
“I have always interested myself so much in your
Highness’s success, and have felt so great a desire for the
establishment of a strong and friendly Power under your
Highness’s auspices in Afghanistan, that I have on various
occasions gone beyond the determination then
communicated to you, and have from time to time aided your
Highness with sums of money and arms, besides devoting
some lakhs a year to the support of Afghan refugees and
détenus, whose presence in Afghanistan is, I understand,
regarded by your Highness as dangerous to your power. Still,
my view of the relations to each other of the two countries has
throughout been that, in matters of internal policy and finance,
India should not seek to interfere with Afghanistan, but should
confine herself to the part of a friendly neighbour and ally. On
these conditions, it would be in accordance with the practice
of nations that Afghanistan should regulate her own finance
and bear her own burdens, as she has always done
heretofore.
“As regards matters of external policy, your Highness was
informed in the communication from the Foreign Secretary to
the Government of India, dated July 20, 1880, and again in
my letter of February 22, 1883, that if any Foreign Power
should attempt to interfere in Afghanistan, and if such
interference should lead to unprovoked aggression on the
dominions of your Highness, in that event the British
Government would be prepared to aid you to such extent and
in such manner as might appear to the British Government
necessary in repelling it; provided that your Highness follows
unreservedly the advice of the British Government in regard
to your external relations.
“On consideration, however, of your accounts of the
condition of your north-west frontier, I have been satisfied that
your Highness has to contend with exceptional difficulties in
that quarter. I have understood that, owing to various
untoward circumstances, your Highness has not yet been
able to reduce the important frontier province of Herat to the
orderly and secure condition so essential for the protection of
Afghanistan as a whole; and therefore that, for the settlement
of the affairs of that frontier, some friendly assistance may be
needful to you. I further observe, with satisfaction, your
Highness’s assurances of good faith and loyalty to the British
Government; and your Highness’s language convinces me
that you realise how much it is to the interest of Afghanistan
to maintain friendly relations with the Government of India.
“Impressed by these considerations, I have determined to
offer to your Highness personally, as an aid towards meeting
the present difficulties in the management of your State, a
subsidy of twelve lakhs of rupees a year, payable monthly, to
be devoted to the payment of your troops, and to the other
measures required for the defence of your north-western
frontier. I feel that I may safely trust to your Highness’s good
faith and practised skill to devote this addition to your
resources to objects of such vital importance as those which I
have above mentioned.”
 The Amir of Afghanistan to the Viceroy of India.
(Extract.)
(After compliments.)
“6th Ramazan, 1300 H. (July 11, 1883).
“I have announced the glad tidings of your Excellency’s
determination, which is calculated to conduce to the well-
being of the British Government and of the people of
Afghanistan, and to put in order and keep going my affairs, to
the people of Afghanistan at large, who all offered up thanks,
saying, ‘For many years we, the Afghan nation, have been
suffering from innumerable calamities. Thanks be to God that
a glorious Government like this (British Government) has
befriended us.’
“God willing, the people of Afghanistan will never allow
their heads to swerve from the line of friendship to the
illustrious British Government, and so long as I live I will not
think of making friends with any one but with the illustrious
British Government. I have offered my prayers to God for the
(increased) glory of that powerful Government.”
 The Amir’s Speech at the Rawal Pindi Durbar.
At the great Durbar held by Lord Dufferin on April 8, 1885, the
Amir Abdur Rahman spoke as follows:
“In return for this kindness and favour I am ready with my
arms and people to render any services that may be required
of me or of the Afghan nation. As the British Government has
declared that it will assist me in repelling any foreign enemy,
so it is right and proper that Afghanistan should unite in the
firmest manner and stand side by side with the British
Government.”
Letter from Sir Mortimer Durand to Abdur Rahman, dated Kabul,
November 11, 1893.
(After compliments.)
“When your Highness came to the throne of Afghanistan,
Sir Lepel Griffin was instructed to give you the assurance that,
if any Foreign Power should attempt to interfere in
Afghanistan, and if such interference should lead to
unprovoked aggression on the dominions of your Highness, in
that event the British Government would be prepared to aid
you to such extent and in such manner as might appear to the
British Government necessary in repelling it, provided that
your Highness followed unreservedly the advice of the British
Government in regard to your external relations.
“I have the honour to inform your Highness that this
assurance remains in force, and that it is applicable with
regard to any territory which may come into your possession
in consequence of the agreement which you have made with
me to-day in the matter of the Oxus frontier.
“It is the desire of the British Government that such portion
of the northern frontier of Afghanistan as has not yet been
marked out should now be clearly defined; when this has
been done, the whole of your Highness’s frontier towards the
side of Russia will be equally free from doubt and equally
secure.”
 Agreement signed at Kabul on November 12, 1893.
Whereas the British Government has represented to his
Highness the Amir that the Russian Government presses for
the literal fulfilment of the Agreement of 1873 between Russia
and England by which it was decided that the river Oxus
should form the northern boundary of Afghanistan from Lake
Victoria (Wood’s Lake) or Sarikul on the east to the junction of
the Kokcha with the Oxus, and whereas the British
Government considers itself bound to abide by the terms of
this Agreement, if the Russian Government equally abides by
them, his Highness Amir Abdur Rahman Khan, G.C.S.I., Amir
of Afghanistan and its dependencies, wishing to show his
friendship to the British Government and his readiness to
accept their advice in matters affecting his relations with
Foreign Powers, hereby agrees that he will evacuate all the
districts held by him to the north of this portion of the Oxus on
the clear understanding that all the districts lying to the south
of this portion of the Oxus, and not now in his possession, be
handed over to him in exchange. And Sir Henry Mortimer
Durand, K.C.I.E., C.S.I., Foreign Secretary to the Government
of India, hereby declares on the part of the British
Government that the transfer to his Highness the Amir of the
said districts lying to the south of the Oxus is an essential part
of this transaction, and undertakes that arrangements will be
made with the Russian Government to carry out the transfer
of the said lands to the north and south of the Oxus.
H. M. Durand.
Amir Abdur Rahman Khan.
Kabul, November 12, 1893.
Agreement between Amir Abdur Rahman Khan, G.C.S.I., and Sir
Henry Mortimer Durand, K.C.I.E., C.S.I.
Whereas certain questions have arisen regarding the
frontier of Afghanistan on the side of India, and whereas both
his Highness the Amir and the Government of India are
desirous of settling these questions by a friendly
understanding, and of fixing the limit of their respective
spheres of influence, so that for the future there may be no
difference of opinion on the subject between the allied
Governments, it is hereby agreed as follows:
(1) The eastern and southern frontier of his Highness’s
dominions, from Wakhan to the Persian border, shall follow
the line shown in the map attached to this agreement.
(2) The Government of India will at no time exercise
interference in the territories lying beyond this line on the side
of Afghanistan, and his Highness the Amir will at no time
exercise interference in the territories lying beyond this line on
the side of India.
(3) The British Government thus agrees to his Highness
the Amir retaining Asmar and the valley above it, as far as
Chanak. His Highness agrees, on the other hand, that he will
at no time exercise interference in Swat, Bajaur, or Chitral,
including the Arnawai or Bashgal valley. The British
Government also agrees to leave to his Highness the Birmal
tract as shown in the detailed map already given to his
Highness, who relinquishes his claim to the rest of the Waziri
country and Dawar. His Highness also relinquishes his claim
to Chageh.
(4) The frontier line will hereafter be laid down in detail and
demarcated, wherever this may be practicable and desirable,
by joint British and Afghan commissioners, whose object will
be to arrive by mutual understanding at a boundary which
shall adhere with the greatest possible exactness to the line
shown in the map attached to this agreement, having due
regard to the existing local rights of villages adjoining the
frontier.
(5) With reference to the question of Chaman, the Amir
withdraws his objection to the new British cantonment and
concedes to the British Government the rights purchased by
him in the Sirkai Tilerai water. At this part of the frontier the
line will be drawn as follows:
From the crest of the Khwaja Amran range near the Psha Kotal,
which remains in British territory, the line will run in such a
direction as to leave Murgha Chaman and the Sharobo spring to
Afghanistan, and to pass half-way between the New Chaman
Fort and the Afghan outpost known locally as Lashkar Dand.
The line will then pass half-way between the railway station and
the hill known as the Mian Baldak, and, turning southwards, will
rejoin the Khwaja Amran range, leaving the Gwasha Post in
British territory, and the road to Shorawak to the west and south
of Gwasha in Afghanistan. The British Government will not
exercise any interference within half a mile of the road.
(6) The above articles of agreement are regarded by the
Government of India and his Highness the Amir of
Afghanistan as a full and satisfactory settlement of all the
principal differences of opinion which have arisen between
them in regard to the frontier; and both the Government of
India and his Highness the Amir undertake that any
differences of detail, such as those which will have to be
considered hereafter by the officers appointed to demarcate
the boundary line, shall be settled in a friendly spirit, so as to
remove for the future as far as possible all causes of doubt
and misunderstanding between the two Governments.
(7) Being fully satisfied of his Highness’s goodwill to the
British Government, and wishing to see Afghanistan
independent and strong, the Government of India will raise no
objection to the purchase and import by his Highness of
munitions of war, and they will themselves grant him some
help in this respect. Further, in order to mark their sense of
the friendly spirit in which his Highness the Amir has entered
into these negotiations, the Government of India undertake to
increase by the sum of six lakhs of rupees a year the subsidy
of twelve lakhs now granted to his Highness.
H. M. Durand.
Amir Abdur Rahman Khan.
Kabul, November 12, 1893.