Unlock CRM Analytics Insights on Data 360

Analyze your unified customer info in Data 360. With CRM Analytics Direct Data for Data 360, you can operationalize data analysis without first loading Data 360, prepping it, or creating live datasets. Embed Data 360 records into CRM Analytics dashboards for any Salesforce object and run queries on the data in real time using single sign-on across both platforms. You can filter Data 360 info, drill deeper, and act on your records directly from the dashboards. And, Accelerated Queries for CRM Analytics runs queries on Data 360 records faster. CRM Analytics ensures that account sharing rules are automatically applied when running queries against Data 360. Also, our systems automatically reuse Data 360 object names and field labels to maintain simplified data mapping between Data 360 and the dashboard assets.

To work with Data 360 data in your CRM Analytics recipes, see Pull Data Directly into Recipes.

• Basic CRM Analytics Direct Data for Data 360 Setup
  Using CRM Analytics Direct Data for Data 360 requires the appropriate licenses, org and user account setup, and permissions assigned to user accounts.
• CRM Analytics Direct Data for Data 360 Tips and Limitations
  It helps to be familiar with these tips and limitations when working with Direct Data for Data 360.
• Build Queries with Direct Data for Data 360
  After you complete setup, CRM Analytics Direct Data for Data 360 lets you create and run queries on Data 360 records in real time. You can also build dashboard charts and tables based on these queries.
• Launch Explorations for Data 360 with a Single Click
  Analyze and surface customer engagement patterns from Data 360 records without switching to Analytics Studio and creating dashboard queries. With CRM Analytics Direct Data for Data 360, you can now explore calculated insights, data lake objects, and data models from the data object’s record page. Review, profile, and trend data in tables and charts, or run queries on Data 360 right in their business workflow.
• Analyze Multiple Data Model Objects Using Joins
  To explore and draw insights from multiple related data model object (DMO) records simultaneously, join these objects in a single dashboard query. Direct Data for Data 360 supports four types of joins on data model objects with defined relationships between them. You can also filter joined data and highlight the records that matter with conditional formatting.
• Export from Data 360-connected CRM Analytics Assets
  Export data from lenses and widgets that use data from Data 360 objects such as data lake objects, data model objects, and calculated insights objects.