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            CRM Analytics for Sales Cloud Einstein

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            CRM Analytics for Sales Cloud Einstein

            Get access to more advanced analytics dashboards built on CRM Analytics. Salesforce admins can evaluate the effectiveness of Einstein features such as Einstein Lead Scoring. Sales leaders, managers, and reps can use Einstein Discovery for Reporting and Sales Analytics to get deeper insights into their sales data. From the Analytics tab or Analytics Studio, see the apps you have access to.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition
            Sales Cloud Einstein Feature or App Description
            Einstein Activity Capture Summary of sales activities, including activities added with Einstein Activity Capture. See Review the Activities Dashboard
            Einstein Discovery for Reporting Adds the Analyze button to reports, letting sales teams surface statistically significant occurrences about their reporting data. See Analyze Report Data.
            Einstein Lead Scoring Insights into company-level predictive factors, lead conversion rates, and top lead sources. See Review the CRM Analytics Lead Scoring Dashboard.
            Einstein Forecasting The prediction trend and summary graphs help you visualize your own predicted closing within a forecast period. See Einstein Forecasting.
            Sales Analytics With intuitive visualizations based on your Salesforce data, the Sales Analytics lets you move from insight to action quickly and helps you turn data into smarter sales. You must create the Sales Analytics app before you can access its dashboards and datasets.
            Note
            Note CRM Analytics for Sales Cloud Einstein reports on Sales Cloud data. You can’t use this feature to:
            • Access Analytics Platform assets, such as applications, dashboards, lenses, or data
            • Build custom apps or dashboards
            • Upload, access, or connect external data using the API
            • Import data from Salesforce objects not included in this feature

            See Also

             
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