Curate Your Analytics with Collections

Collections enable you to curate your own set of analytics from any CRM Analytics app or Lightning folder.

Setup for the Salesforce mobile app available in: Lightning Experience

Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

A CRM Analytics license is required to view and access CRM Analytics items.

Open a Collection
1. Tap the Collections tab on the home page then tap View All for the collection you want to open. Tap any item in the collection to open.
Add to a Collection
1. Tap View All on a collection.
2. Tap Add then select the CRM Analytics items.
3. To add an open item, tap on the item then tap Add.
4. Tap a collection or tap Create New Collection to add to a new one.
Create a Collection
1. Tap Collections on the home page then tap .
2. Give the collection a name, optional description, and color.
3. Tap Save when finished.
4. Tap Add Insights then select CRM Analytics dashboards and lenses for the collection.