Set Up CRM Analytics

Give your team access to Customer Signals Intelligence Analytics dashboards to analyze and optimize customer interactions. To access latest features and enhancements, we recommend that you use Tableau Next analytics. 

• Batch Data Transform
  After configuring the CXI Analytics app, ensure that the required batch data transforms are completed and executed in the correct sequence.
• Create a Customer Experience Intelligence Analytics App
  Set up and configure Customer Experience Intelligence Analytics for your team to access the dashboards.
• Embed Customer Signals Intelligence Analytics Dashboards
  Customer Signals Intelligence Analytics includes dashboards you can embed and access in Lightning Experience pages.