Loading
Salesforce now sends email only from verified domains. Read More
CRM Analytics
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Intelligent Analytics Apps

          Intelligent Analytics Apps

          Provide your teams with curated paths through your data, plus powerful tools for spontaneous, deep explorations. With an intelligent app, you have a purpose-built set of analyses and insights about a specific area of your business. Answer pressing questions, predict outcomes, and get recommendations on the next best actions with insights infused directly within the flow of work in Salesforce.

          Required Editions

          Intelligent Analytics apps are available in Lightning Experience.
          CRM Analytics is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
          Note
          Note Depending on the app, specific licenses, permission sets, or permissions could be required.

          Revenue Intelligence—Close deals with confidence, set accurate forecasts, and deliver predictable revenue growth. Revenue Intelligence leverages CRM Analytics, Einstein Forecasting, Einstein Activity Capture, and other AI to deliver intelligent, data-driven insights in the context where sales teams work.

          Service Intelligence—Determine whether you're meeting your customer service goals with easy-to-understand data visualizations. Service Intelligence includes Data 360, CRM Analytics, and Einstein Conversation Mining. The combination of customer data, key performance indicators (KPIs), and AI help your service team improve operations and reduce costs.

          Segment Intelligence—Combine Data 360 and CRM Analytics to surface insights on segments across multiple channels, engagement types, and conversion sources, such as revenue from Commerce Cloud. Build and enhance segments with actionable performance insights and improve your marketing return on investment (ROI) with more relevant audiences and campaigns.

          Field Service Intelligence—Enhance customer engagement with real-time personalization, optimize mobile workers with our best-in-class scheduling engine and access to offline data, and improve field visits with the help of trusted AI built on the Einstein 1 Platform.

          Commerce Intelligence—Natively connect your commerce experiences to the #1 sales, service, and marketing apps, and activate data from any source with ease. From fast storefront setup to boosting sales, enhance your ecommerce journey across every customer touchpoint.

          • Manage Your Intelligent Apps
            Use the App Management tab to manage Intelligent Apps, such as Revenue Intelligence, Commerce Intelligence, or Service Intelligence. You can monitor the status of Intelligent App installs, view logs to troubleshoot install issues, update and delete apps, and schedule app refreshes.
           
          Loading
          Salesforce Help | Article