Salesforce CRM Analytics: Einstein & Tableau CRM

Explore the analytics studio in Salesforce CRM Analytics, learn to create dashboards, datasets, and stories, manage data with data manager, and set notifications, subscriptions, and watchlists.

Explore models in CRM analytics and how Einstein Discovery uses inputs to produce outputs, enabling predictive and prescriptive analytics, with the model manager to view, configure, and manage deployed predictions.

Explore analytics settings to connect diverse data sources with CRM analytics, enabling data sync and external connections like Amazon S3, Snowflake, and Tableau Data Lake.

Create a crm analytics app from templates to auto-generate dashboards and datasets for sales insights. Explore sales analytics templates, embeddable dashboards, and basic or custom settings.

Create a custom blank app in salesforce crm analytics by selecting blank app, naming it, and starting with no items, then add datasets, dashboards, and lenses or import existing ones.

Create custom datasets in Salesforce CRM Analytics by combining data from Salesforce objects, external sources, and other datasets into a denormalized, query-ready format for reports, dashboards, and other analytics tools.

Create a dataset from Salesforce data by building a data flow that combines opportunities, accounts, and users, enabling ongoing updates and advanced analytics in Analytics Studio.

Learn to upload a CSV as a new dataset in Salesforce CRM Analytics, configure field types, adjust formatting, and view the dataset in a lens for analysis.

Create and sync a dataset from an external data source in Salesforce CRM Analytics by using the Salesforce Connector to connect another Salesforce instance, selecting objects and fields.

Use data recipes to create datasets in Salesforce CRM Analytics with data prep. Combine data sources, transform with formulas, adjust fields, and write results to a dataset, connection, or CSV.

Create a data recipe from scratch in analytics studio to join opportunity account user data with case data, select fields, and save as opportunities with case.

Explore how to join case and opportunity datasets using drag-and-drop joins, select linking keys, and manage controlling versus related records to build integrated analytics in Salesforce CRM Analytics.

Explores the types of joins in Salesforce CRM analytics, including lookup, left join, right join, inner join, outer join, and cross join, with practical behavior and examples.

Append data using the append node to stack rows from multiple datasets into one view, mapping external columns to the recipe and adding new rows from another Salesforce org.

Add filters to a dataset, using operators like greater than or equal to 200k, combine criteria with and/or, and use custom expressions to shape the opportunity case dataset for reporting.

Use the aggregate node to roll up data to a higher granularity in CRM analytics, calculating unique counts, totals, average, max, and min.

Explore the data transformation node to clean and transform data by hiding and showing columns, building formulas, and creating calculated columns for opportunity age using case and date diff.

Create and explore recipe formulas in data recipe to extract year from close dates, apply text functions like trim and substring, and use clustering, sentiment, and forecasting for CRM analytics.

Update the data with the update node by swapping column values from an external dataset using key pair matches on account IDs, updating only selected columns for efficiency.

Explore lens in crm analytics to view data graphically and build dashboards. Add filters, fields, and charts with conditional formatting and themes to reveal insights.

Explore lens options to display country-wise sales and opportunity counts, and month-wise close dates; clip charts to dashboards and use SQL query mode for sharing and export.

Create Einstein prediction stories from your dataset to get predictions and insights that guide decisions, with automated or manual column selection for country, region, and amount analyses.

Turn billing country data into a world map chart by cloning the bar chart, summing opportunity amounts, and applying filters and formatting to reveal country‑wise sales in CRM analytics.

Apply conditional formatting to highlight trends and outliers in CRM analytics data, such as opportunity amount. Choose gradient or bins coloring, using local and high color, or threshold-based colors.

Visualize how business data evolves over time with trend and line charts in CRM analytics, using time on the x-axis and metrics like amount and count.

Drill down data in lens within CRM Analytics to explore insights by selecting fields like account name and opportunity type, revealing accounts and opportunities per owner and surfacing hidden insights.

Use a scatter chart to reveal outliers and the relationship between calls and deals closed, with month and quarter grouping, tooltip, and conditional formatting; save as case close trend.

Blend datasets in a lens by adding another dataset, choose a left, right, inner, or outer blend, and summarize by account name with charts and formatting.

Rename fields and values in lens to standardize terminology across charts and dashboards, adjust picklist values, reformat currency and other measures, and save to apply changes to dashboards and datasets.

Explore the compare table option in CRM Analytics to build a year-over-year growth percentage view, using two columns for won and open opportunities, filters, and period over period formulas.

Master pivot tables to summarize opportunities by year, type, and owner, using sums and totals to reveal year-over-year insights and patterns.

Use query mode to view and edit the backend query behind your CRM Analytics report, applying drag-and-drop building, filters, grouping by stage and owner, and limiting results to 2000 records.

Learn how SAQL, Salesforce Analytics Query Language, enhances queries in CRM Analytics when the user interface falls short, enabling cross-dataset calculations and complex joins.

Learn to write SAQL-based SQL queries in CRM analytics, use query mode, group by, apply sum and average, set limits, and use Kolacek to handle nulls.

Apply the rollup modifier to group data and compute totals in CRM analytics queries, such as by opportunity stage or type, showing stage and sum of sales by stage name.

Show the dataset total by applying rollup and grouping functions, and use a case statement to label the total amount as the total for all opportunity types.

Explore Salesforce CRM Analytics dashboards, learning how interactive widgets visualize data to track KPIs across sales, marketing, and customer service, with sessions on building dashboards, widgets, filters, themes, and animations.

Explore the dashboard editor, open a sales performance dashboard to view widgets and charts, and choose blank or template dashboards like details, summary, or time series.

Create a Salesforce CRM Analytics dashboard by selecting a dataset or lens, choosing charts such as world map or bar graph, and adding filters and widgets for dynamic sales totals.

Create and customize a Salesforce dashboard by adding column and donut charts to show total opportunity amount and counts by country and type, with widget and legend formatting.

Learn to build time-based and funnel visualizations in sales analytics by using amount, closure date, and stage to compare current and last year and track open opportunities.

Add a table chart to the funnel in Salesforce CRM Analytics with Einstein and Tableau CRM to show detailed opportunities, customize fields, and display the data on your dashboard.

Add and configure dashboard filters in Salesforce CRM Analytics using a container widget, applying filters like opportunity type and stage to drive multiple charts from a single data source.

Add a date filter on the close date with instant updates and options for absolute, relative, or preset dates, plus a toggle stage filter with multiple selections that refreshes charts.

Create dashboards with animated page transitions by adding a summary page and a details page, using link widgets to show or hide the sales pipeline details with a click.

update an existing dataset by adding the priority field via the data flow, then build a donut chart of cases by status and priority in Salesforce CRM Analytics.

Expand the dashboard by adding charts to track weekly case aging with a timeline chart. Also visualize case origin with a vertical dot plot and save the updated dashboard.

Use a range widget to filter dashboard charts by case duration, displaying aging cases and those closed quickly. The dashboard refreshes automatically to help reduce average case duration.

Use the navigation widget in the dashboard editor to switch between the three pages; drag, drop, and copy across pages to ensure consistent, clickable navigation.

Explore how to switch dashboards to dark theme in Salesforce CRM Analytics, adjust background and border colors, and ensure chart readability with white text on dark palettes.

Use smart dashboard templates to quickly create Salesforce dashboards pre-populated with opportunities data, then customize datasets, charts, filters, and layouts for tailored analytics.

Celebrate your mastery of Salesforce CRM analytics by applying patterns, trends, and insights to inform sales strategies and drive growth with custom dashboards, reports, and predictive modeling.