Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Explore analytics studio in Salesforce CRM analytics, navigate the home page, notifications, subscriptions, watch lists, and browse dashboards, lenses, templates, and collections. Discover data manager, learning center, and template gallery.

Explore the key assets of analytics studio, including apps, dashboards, stories, lenses, data sets, and templates, and learn how widgets, filters, and charts build insightful data visualizations.

Explore analytics settings in the setup window, including data sync options, output connections to Amazon S3, Snowflake, and Salesforce, and preview thumbnails for lenses and dashboards.

Learn how to create a CRM analytics app as a container for dashboards, stories, lenses, and datasets; manage access, sharing, and security settings for collaborative analytics.

Create crm analytics apps quickly using template-based workflows in analytics studio; choose a template like sales analytics, customize basic settings, and automatically generate datasets, dataflows, lenses, and dashboards.

Learn how to create a CRM analytics app from scratch in the analytic studio by creating a blank app, then manually adding dashboards, datasets, lanes, and components.

Learn how to connect data by loading Salesforce and external sources, including csv files, into the analytics platform, and use the dataset builder to create dataset collections for dashboards.

Navigate dataset builder to load Salesforce data into the analytics platform, constructing a dataset from Salesforce objects like account, contact, and opportunity, with relevant fields and relationships.

Create a dataset from a CSV file in Salesforce CRM Analytics by uploading in Analytics Studio, configuring fields and schema, and reviewing the data in the data manager.

Connect to external data sources using connectors, configure the data manager, and build a dataset in Einstein analytics by selecting objects and fields and syncing data.

Learn how to use a data recipe in Salesforce CRM Analytics to join multiple datasets, apply transforms, filters, and enrich data into a new dataset.

Append data from multiple datasets, map fields, and apply filters in a data recipe to transform records and create a new dataset for output.

Apply the aggregate node to a recipe to compute sums, averages, counts, and other statistics. Group by rows or columns to tailor outputs and create an output dataset.

Explore how to transform data with formulas in Salesforce CRM Analytics, creating new columns and applying string, numeric, and datetime functions for cleaning and enrichment.

Explore how to use the transform node in Salesforce CRM Analytics to trim strings, extract substrings, split data, convert types, bucket, flatten hierarchies, edit attributes, plus sentiment and missing-value predictions.

Explore the join transformation in CRM Analytics to add columns from related objects. Use left, right, inner, outer, and cross joins to combine data, illustrated with account and order examples.

Create a lookup join in Salesforce CRM Analytics to merge opportunity and account data. Define join keys, choose join types, and save the recipe for streamlined data preparation.

Master inner joins in Salesforce CRM Analytics by joining opportunity to account, then enriching with account owner data from the user table and filtering with an inner join to events.

Use the recipe builder to join datasets such as opportunity, account, event, and user into a new dataset, write the output, and monitor the job to ensure successful execution.

Create and use a lens in Salesforce CRM Analytics to visualize a dataset, explore data in different modes, and slice or dice data for dashboards and insights.

Learn to create a lens in Salesforce CRM Analytics by navigating Analytic Studio, selecting a dataset, configuring chart and table views, and saving the lens to an application.

Explore the diverse options in a lens, including saving, creating Einstein discovery stories, clipping to dashboards, presenting in full screen, subscriptions, collections, sharing, and exporting to images, csv, or excel.

Clone a lens to build the top ten sales reps view, showing opportunity counts and amounts, then add a bar length, set a ten-record limit, and filter by stage closed.

Explore advanced formatting of a Salesforce CRM Analytics lens, adjusting chart type, titles, axes, colors, and conditional formatting while reviewing history and legend positioning on the right panel.

Learn to format and switch chart types in lens—from bar and column to combo and polar charts—adjust axes, handle missing values, and apply conditional formatting and targets.

Explore how to drill down lens data in Salesforce CRM Analytics to reveal opportunity amount by owner, status, and account industry using chart and table modes and filters.

Explore how to use a scatter plot in lens to reveal the relationship between variables, using opportunity data, filters, and bubble size to visualize amount, count, and industry patterns.

Add a second data source to a lens, blend datasets with left, inner, or outer joins, and visualize combined data with measures like opportunity amount and case count.

Learn to use the fields panel in a lens to manage dataset fields by renaming, hiding, editing values, and formatting numbers. Save changes to apply across dashboards and lenses.

Explore the table mode in Salesforce CRM Analytics lens, creating a value table, applying filters, managing columns, and using conditional formatting and layout options to visualize data.

Learn to use the compare table in Salesforce analytics to create a lens on opportunities, add calculated columns like running total and sales commission, and analyze year by year growth.

Learn to build a pivot table lens in CRM Analytics, grouping by case origin and account type, analyzing year-by-month trends with created or closed dates, totals, filters, and formulas.

Learn query mode in CRM analytics lens, compare chart and table views, and build queries with Salesforce analytics query language to group by account type and origin and order data.

explore how dashboards in CRM Analytics combine multiple widgets to visualize data from Salesforce or external sources, enabling storytelling with charts, tables, and numbers through drag-and-drop configuration.

Learn how to create a dashboard in CRM Analytics using Analytics Studio, choosing between blank dashboards or templates, and exploring the dashboard editor and designer for visualization.

Explore the CRM Analytics dashboard editor, add widgets like charts, tables, and filters, adjust layout and device settings, preview and save dashboards, and connect data sources.

Create your dashboard in CRM Analytics by selecting a dataset, building a query, and visualizing opportunities with time charts by close date and stage, including filters for open or closed.

Learn to format and customize CRM Analytics dashboard widgets, adjusting title, theme, axes, reference lines, tooltips, and conditional formatting, while using advanced editors and widget actions.

Clone and copy existing widgets to expand a dashboard, reuse the same query, rename titles, switch to a bar chart, and group by stage with descending order.

Create a top container on the dashboard with text and number widgets to show highlights such as total opportunities owned and total amount of opportunities owned from the data query.

Show how to enhance a crm analytics dashboard by adding a filter widget, creating global filters for industry and country, and previewing how selections update the opportunities dataset.

Learn to add and customize a toggle widget in a CRM Analytics dashboard, filter by account type (customer or partner), adjust styling, and manage canvas layout and columns for preview.

Add an image widget to a CRM Analytics dashboard to insert a company logo, adjust size and background, and preview the branding before saving.

Learn to add a date widget in a CRM Analytics dashboard, place and resize it, select a dataset, and set date ranges like current year or previous year to date.

Add a list widget to the CRM Analytics dashboard, customize its country filter as a pillbox or combo box, and preview how selecting a country like Australia updates sales data.

Learn to add a range widget in a CRM Analytics dashboard to filter opportunities by the sum of amount, while enabling multiple country selections and refining data with list widgets.

Add more widgets to a crm analytics dashboard, including pipeline by industry and top ten account owners, switch between bar and column charts, and tailor views with filters.

Create dashboard pages in CRM Analytics to split content across multiple pages, carry filters between pages, clone and rename pages, and manage widgets to improve performance and readability.

Update the page dashboard by removing nonessential widgets, set a widget to source marketing data, and manage global filters without affecting other pages, then load the lead dataset.

Create a lead dataset in analytics studio from Salesforce data to power a marketing dashboard page. Set fields like name, company, and lead status, and configure a lead dataflow.

Learn to add a navigation widget in CRM Analytics dashboards, work with datasets, and customize tab styling to navigate between marketing and sales pages using previews.

Create and customize dashboard widgets in Salesforce CRM analytics by building charts from a leads dataset, configuring widget properties, titles, legends, and filters across pages.

Share the dashboard with users or groups, add comments, and grant view, edit, or manage access, then generate a url or image and publish to analytics tab or studio.