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          Explore Data and Take Action with CRM Analytics

          Explore Data and Take Action with CRM Analytics

          CRM Analytics is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in apps. CRM Analytics is a better way to distribute insight to business users so they can understand and act on changing information.

          CRM Analytics banner

          Main Pathways Into CRM Analytics

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          Get Started

          CRM Analytics for Business Users

          CRM Analytics on Mobile

          CRM Analytics for Slack

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          Enable & Integrate

          Set Up the Platform

          Prepare & Integrate Data

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          Build & Produce

          Explore & Visualize Data

          Build CRM Analytics Dashboards

          Unlock CRM Analytics Insights on Data 360

          Manage & Share CRM Analytics in Apps

          Add Intelligence

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          Extend & Develop

          Embed & Customize CRM Analytics

          Deploy CRM Analytics Prebuilt Apps

          Develop on the Platform

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          Learn More...

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          In-App Video Series

          Self-Serve Academy

          Training Videos

          Webinar Recordings

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          ...and More

          Trailblazer Community

          Live Training

          Best Practices

          Trailblazer Groups, Blogs, and Channels

          Top Resources for Every Step Along Your Path
          Get Started  

          Get To Know CRM Analytics

          Video iconCRM Analytics Home Overview

          Trailhead iconCRM Analytics Basics

          Help iconHome Page Actions

          Help iconLearn What You Can Do with CRM Analytics

          Help iconRun Apps

          Trailhead iconDashboard Navigation Basics

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          Personalize Your Experience

          Trailhead iconWatchlist: Quick Look

          Trailhead iconSubscriptions: Quick Look

          Video iconConverse with Your Data

          Video iconFilter & Take Action within CRM Analytics

          Help iconSave Your Filtered View of a Dashboard

          Help iconFavorite Assets in CRM Analytics Home

          Help iconCurate and Share Insights with Collections

          Take Actions & Share

          Help iconTake Action from CRM Analytics

          Help iconCollaborate with Annotations

          Help iconPresent Live Dashboards

          Help iconSet & Send Smart Notifications

          Help iconShare Dashboards, Widgets, & Lenses

          Help iconDownload & Share Images & Data

          Help iconCreate PDFs & Print Dashboards

          Go Mobile with CRM Analytics

          Trailhead iconCRM Analytics Mobile Exploration

          Help iconGet Started with Mobile Analytics

          Help iconMobile Experience Guide

          Help iconCRM Analytics for iOS

          Help iconCRM Analytics for Android

             
          Enable & Integrate  

          Enable CRM Analytics

          Trailhead iconLearn CRM Analytics Admin Basics

          Help iconEnable CRM Analytics Features

          Bring In Your Data

          Trailhead iconData Integration Basics

          Help iconAbout Datasets

          Trailhead iconIntegrate Local & Remote Data

          Help iconBring in External Data

          Help iconBring in Data with Connectors

          Video iconConnect to External Data

          Help iconBring in Salesforce Data with Dataset Builder

          Help iconOptimize Dataflows with Data Sync

          Prepare Your Data

          Video iconDataflow or Recipe: Help Me Choose

          Help iconPrepare & Load Data into Datasets with Recipes & Dataflows

          Video iconGet Started with Data Prep

          Help iconCustomize Dataset Fields & Values

          Video iconAdd Data in a Recipe

          Help iconApply Transformations in a Dataflow

          Set Up Access & Security

          Help iconGrant Access & Permissions to Users

          Help iconApply Security & Sharing Inheritance

          Help iconSecurity Implementation Guide

          Monitor & Manage Your Datasets

          Help iconMonitor Dataflows

          Help iconSchedule Dataflows

           
          Build & Produce  

          Explore & Visualize Your Data

          Video iconIntroduction to CRM Analytics Explorer

          Trailhead iconDesktop Exploration

          Help iconVisualize & Explore Your Data

          Help iconExplore Multiple Datasets within a Query

          Help iconExplore Salesforce Direct Data

          Help iconChoose the Right Charts

          Trailhead iconCreate a Waterfall Chart

          Trailhead iconAdd Icons to CRM Analytics Dashboards

          Trailhead iconCreate Custom Maps

          Video iconUnleash the Power of Compare Tables

          Video iconGet to Know the Dataset Fields Panel

          Video iconCreate & Format Derived Measures

          Build CRM Analytics Dashboards

          Trailhead iconQuick Start: CRM Analytics

          Trailhead iconCRM Analytics Dashboard Building Basics

          Video iconSeries: Build Interactive Dashboards

          Help iconBuild CRM Analytics Dashboards

          Help iconCreate Dashboards from Templates

          Video iconTrend Report Data

          Trailhead iconBuild Advanced CRM Analytics Dashboards

          Video iconProvide Onboarding within Dashboards

          Organize & Share CRM Analytics Apps

          Help iconPut It All Together with Apps

          Trailhead iconAnalytics App Design

          Help iconOrganize Apps to Control Navigation

          Help iconApp-Level Sharing

          Accelerate with App Templates

          Help iconAll CRM Analytics Templates

          Help iconSales Analytics App

          Help iconService Analytics App

          Help iconEvent Monitoring Analytics App

          Help iconB2B Marketing Analytics

          Trailhead iconAnalytics App Templates

          Help iconGet Started Fast with the Design Template

          Customize the CRM Analytics Experience

          Trailhead iconCustomize Dashboards with the Advanced Editor

          Help iconCustomize Dataset Metadata

          Help iconCustomize Dashboard JSON

          Help iconCustomize Widget Interactivity

          Video iconGet to Know the Query Editor

          Help iconCustomize Queries

          Help iconSAQL Developer Guide

           
          Extend & Develop  

          Embed CRM Analytics in Salesforce

          Help iconEmbed Dashboards in Lightning Pages

          Trailhead iconEmbed Dashboards in Lightning Experience

          Help iconAdd Dashboards to Visualforce Pages

          Help iconShare CRM Analytics with Communities

          Embed CRM Analytics in Your Own Apps

          Help iconThe Analytics SDK

          Help iconAnalytics SDK Developer Guide

          Add Custom Actions

          Help iconPerform Actions on a Salesforce Record

          Help iconPerform Bulk Actions on Multiple Salesforce Records

          Develop & Package Apps on the Platform

          Trailhead iconCRM Analytics App Template Development

          Help iconCRM Analytics Templates Developer Guide

          Help iconCRM Analytics Migration, Packaging, & Distribution

          Help iconCRM Analytics REST API Developer Guide

          Help iconCRM Analytics Dashboard Component Developer Guide

          Help iconAnalytics CLI Plugin Command Reference

          Set Up CRM Analytics for Mobile

          Help iconSupported Features for iOS & Android

          Help iconConnected App for CRM Analytics on Mobile

          Help iconGenerate Unique Dashboard Layouts for Different Devices

          Help iconEnable Push Notifications

          Help iconCustomize Login Options

          Help iconLaunch CRM Analytics from the iOS App

           
           
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