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            Learn Your Way Around CRM Analytics for iOS

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            Learn Your Way Around CRM Analytics for iOS

            Explore your data using the control bar at the bottom of the screen and a few simple gestures.

            CRM Analytics Screen

            When viewing the CRM Analytics screen, tap the header to view Recents, Alphabetical, and Pinned Apps. On the bottom of the CRM Analytics screen, choose Analytics, Tracking, or Notifications.

            Notice that each asset has Icon with three dots. Tap it to open a panel where you can see information such as the asset’s dataset or which app it’s in. From the panel, you can also mark as “Favorite,” Open, Get Link, or Delete, depending upon the asset and your access to it.

            Tap the tile to open the app’s browse screen and access the app’s assets. Or, tap Icon with three dots on the tile to open the info/action panel. App actions can include Browse (Image showing the browse button), Run (Image showing the run button), Pin(Image showing the run button), and Get Link (Image showing the get link button).

            Customize your CRM Analytics screen by pinning your favorite and often used apps. Whether you pin apps on mobile or in CRM Analytics on desktop, you’ll see the same pinned apps on your CRM Analytics screen.

            If you’ve marked assets as “Favorite,” they have a blue star (Image showing the favorite asset with a blue star), and a Favorites filter appears.

            View Dashboards

            When viewing a dashboard, tap the down arrow (The navigation icon is a down arrow in the header next to the name of the dashboard) in the header next to the dashboard’s name to open a dropdown list and select another dashboard in the app. To refresh a dashboard and return to its default state, tap Image showing the icon with three blue dots and then tap the curved arrow (The dashboard refresh icon is a curved arrow in the dropdown list after tapping the icon with three dots).

            Tracking

            Open the notifications tracking screen by tapping Image showing the tracking icon. When you set notifications in CRM Analytics, the tiles for tracking progress appear here. Tap a tile to go directly to the dashboard that contains the notification.

            Notifications

            Open the push notifications screen by tapping Image showing the set notification icon. When you set notifications in CRM Analytics, the notifications will appear here. Tap a tile to go directly to the dashboard that contains the notification.

            Note
            Note To enable push notifications, open the device Settings, tap Notifications, and allow notifications for CRM Analytics.

            Search

            Tap the Image showing the tracking icon in the upper right corner of the screen. Search Favorites, Apps, Dashboards, Lenses, or Datasets to find an asset.

            Settings

            Open Settings by tapping the icon in the upper left corner of the screen. Tap Image showing the settings icon in the upper right corner of the screen. The Settings screen is where you can:

            • Switch on Presentation Mode.
            • Add data to CRM Analytics.
            • Change settings, send feedback, get help, and share the CRM Analytics App.
            • Log out of your org.

            A Few Simple Gestures

            These gestures help you quickly navigate through CRM Analytics.

            Gesture Result
            Swipe up Scroll down lists and dashboard.
            Swipe down
            • Scroll up lists and dashboard.
            • Refresh lists when at the top of the list.
            • When creating a filter in a lens, pull down to open the text entry field for the “Contains” option.
            Swipe left
            • When in a paginated dashboard, navigate between screens.
            • When on the home screen, navigate between asset filters.
            • If you have permission, swiping left on an app, lens, dashboard, or dataset reveals buttons to run, pin, share, favorite, or delete, depending on the asset.
            • While adding measures, filters, or groupings to a lens, swipe left over an applied condition to reveal a delete button.
            Swipe right
            • When in a paginated dashboard, navigate between screens.
            • When on the home screen, navigate between asset filters.
            Press (for devices with 3D Touch)
            • On the device’s Home screen, press the CRM Analytics app icon to open the shortcuts menu. The menu lets you share, search within CRM Analytics, or go directly to the two most recently viewed assets.
            • On a dashboard or lens, press lightly to peek at the asset, and press deeper to pop it open.
             
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