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Which Analytics Mobile Experience Do I Use?
CRM Analytics gives you multiple ways to get insights on the go: CRM Analytics in the Salesforce app and CRM Analytics for iOS and Android. Find out which mobile experience is right for you.
The right mobile analytics experience depends on what you want to do.
- For the best mobile analytics experience in the CRM workflow, use CRM Analytics in the Salesforce app, which features embedded dashboards and record actions.
- For the most focused analytics on-the-go experience, use CRM Analytics for iOS or Android and its advanced features like lenses, notifications, and offline data access.
Check out this breakdown of key CRM Analytics features based on business needs.
| Business Need | CRM Analytics for iOS | CRM Analytics for Android | Salesforce app (iOS and Android) |
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Want to add mobile-optimized insights to a record page? Put relevant insights where they matter most: directly in a Salesforce record. To optimize CRM workflow with embedded insights, use CRM Analytics in the Salesforce app. |
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Want to take action on insights directly from CRM Analytics? To create, update, and interact with Salesforce records from charts and tables in dashboards, we recommend CRM Analytics in the Salesforce app. While CRM Analytics for iOS and Android support some record actions, CRM Analytics in the Salesforce app is optimized for turning your insights into actions, all in one place. Learn more about enabling actions for analytics users. |
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Want to launch analytics dashboards from a Salesforce record page? If you want to fast-track how mobile users access dashboards from records, use CRM Analytics in the Salesforce app. For example, create a custom quick action on an account record so account owners can launch a sales metrics dashboard with relevant filters applied directly from the record. |
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Want to explore data and uncover key business insights on your mobile device? If you want to use a lens to dive into the details in your data and build an on-the-go query, use CRM Analytics for iOS or Android. They’re optimized for exploration beyond visualizations like charts and tables. |
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Want to launch analytics assets directly from your own custom mobile app? To open a specific dashboard from your custom mobile app or apply filters to a dashboard when it’s launched, use CRM Analytics for iOS or Android. They support deep linking, which lets you launch a dashboard from a third-party or web application. Learn more about deep linking. |
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Want to view and analyze data when internet access isn’t available? If you need your data any time and any place, use CRM Analytics for iOS. It lets you access important insights even when you’re offline. Learn more about offline access. |
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Want to track important metrics in your Watchlist? A Watchlist is your one-stop hub for tracking trends across multiple dashboards. If you love your watchlist in CRM Analytics desktop, you can access it in CRM Analytics for iOS. |
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Want to get notified when a metric reaches a goal or dips below a specified amount? If on-the-go alerts and notifications are important to your business needs, use CRM Analytics for iOS. Learn more about push notifications. |
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