in implementation guides ~ read.
Analytics

Analytics

DOWNLOAD

First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.

Download

Analytics
Salesforce Spring

salesforcedocs
Last updated January

Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other

names and marks Other marks appearing herein may be trademarks of their respective owners

CONTENTS

Analyze Your Data
Salesforce Analytics Tools
Reports and Dashboards

CRM Analytics

Intelligent Analytics Apps
Analyze Data with Tableau
Unified Analytics Experiences
Einstein Discovery

Index

ANALYZE YOUR DATA

Unleash the power of data to drive better business decisions Connect data sources gain deep understanding of your business and
customer data and deliver timely actionable insights and predictions to your teams within the context of their work

Reports and Dashboards

CRM Analytics

Tableau

Reports and Dashboards

CRM Analytics Learning Map

Tableau Learning Map

Reports

Direct Data for Data Cloud

Data Cloud for Tableau

Dashboards

Intelligent Analytics Apps

Einstein Discovery in Tableau

Data Cloud Reports and Dashboards

Industry Apps and Prebuilt Apps

Explore Metrics with Tableau Pulse

CRM Analytics for Experience Cloud

Unified Analytics Experiences
Analytics Tab

Einstein Discovery

Marketing Cloud Intelligence

Einstein Discovery Learning Map

Marketing Cloud Intelligence Learning
Map

Collections

Einstein Discovery for Reports

Tableau Views in CRM Analytics

Slack
Mobile

Salesforce Analytics Tools
Salesforce offers several tools to help you analyze your data and act on it Use reports and dashboards built into Salesforce Connect

data and create interactive visualizations with CRM Analytics a Salesforcenative tool Tableau is a flexible analytics platform with

cloud onpremises and desktop applications Use this matrix to understand each tools capabilities

Analyze Your Data

Salesforce Analytics Tools

Reports and Dashboards
Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data

Explore Data and Take Action with CRM Analytics

CRM Analytics is a cloudbased platform for connecting data from multiple sources creating interactive views of that data and

sharing those views in apps CRM Analytics is a better way to distribute insight to business users so they can understand and act on

changing information
Intelligent Analytics Apps
Provide your teams with curated paths through your data plus powerful tools for spontaneous deep explorations With an intelligent
app you have a purposebuilt set of analyses and insights about a specific area of your business Answer pressing questions predict
outcomes and get recommendations on the next best actions with insights infused directly within the flow of work in Salesforce
Analyze Data with Tableau
Tableau is a complete flexible analytics platform with cloud onpremises and desktop applications for harmonizing managing
and exploring data with interactive visualizations You can combine and manage data from multiple sources including Salesforce
in the Tableau platform
Unified Analytics Experiences

With unified experiences in Analytics tab mobile and Slack you can interact with all of your Lightning reports and dashboards CRM

Analytics assets Tableau views and Einstein Discovery models and predictions
Explain Predict and Take Action with Einstein Discovery
Einstein Discovery augments your business intelligence with statistical modeling and supervised machine learning to identify surface
and visualize insights into your business data It uses predictive and prescriptive analysis to predict future outcomes as well as

suggests ways in which you can improve predicted outcomes Einstein Discovery requires either the CRM Analytics Plus license or

Einstein Predictions license both of which are available for an extra cost

Salesforce Analytics Tools
Salesforce offers several tools to help you analyze your data and act on it Use reports and dashboards built into Salesforce Connect data

and create interactive visualizations with CRM Analytics a Salesforcenative tool Tableau is a flexible analytics platform with cloud

onpremises and desktop applications Use this matrix to understand each tools capabilities
Develop tools and data analysis for decisionmaking
Reports and Dashboards

CRM Analytics

Tableau

Reports and Dashboards Limitations
Allocations and Technical Requirements

Connect to Local Salesforce Data

Connect to Salesforce Data

Connect to Remote Data Outside of Your
Salesforce Org

Unlock Hidden Insights with Tableau for
Data Cloud

Improve Report Performance
Data Cloud Reports and Dashboards
Build a Report
Build a Dashboard

Clean Transform and Load Data with Data Structure Data for analysis
Prep
Get Started with Building Views

Unlock CRM Analytics Insights on Data

Analyze Data
Cloud
Explore and Visualize Your Data

Build CRM Analytics Dashboards

Analyze Your Data

Salesforce Analytics Tools

Bring data into decisionmaking processes
Reports and Dashboards

CRM Analytics

Tableau

Report and Dashboard Folders

Create and Share CRM Analytics Apps to

Link from Dashboard Widgets in Lightning Give Business Users a Big Data Picture
Experience
Intelligent Analytics Apps

Publish Data Sources and Workbooks

Deploy CRM Analytics Industry Apps and

Prebuilt Apps

Embed Tableau Views into Salesforce

Schedule Extract Refreshes as You Publish
a Workbook

Embed Dashboards Everywhere

Use Parameters to Make Views More
Interactive

CRM Analytics Distribution and Packaging

Explore and Manage Web Content

Reports and Dashboards

CRM Analytics

Tableau

Manage Your Reports and Dashboards on
Analytics Home

CRM Analytics Security Implementation

Guide

Tableau Cloud Site Administrator Roles and
Tasks

Govern and manage

Governance in Tableau
Set Web Edit Save and Download Access
on Content

Answer business questions with data
Reports and Dashboards

CRM Analytics

Tableau

Analyze Reports with Einstein Discovery for Learn What You Can Do with CRM Analytics Explore and Inspect Data in a View

Reports

Get Data Answers While You Search with What can I do with a Tableau Web View

Filter Report Data
Ask Data for Salesforce
Explore Metrics with Tableau Pulse
Learning Resources

Personalize and act on your analysis
Reports and Dashboards

CRM Analytics

Tableau

Favorite Your Reports and Dashboards

Get Scheduled Updates with Email
Subscriptions

Create a Subscription to a View or Workbook

Save Your Filtered View of a Dashboard

Customize the Underlying Data you View

Monitor Important Metrics with the CRM

Analytics Watchlist

Send Select Data to Salesforce Flow

Schedule and Subscribe to Reports

Perform Salesforce Actions Directly from

CRM Analytics

Use Custom Views

Analyze Your Data

Reports and Dashboards

Collaborate with others around data
Reports and Dashboards

CRM Analytics

Tableau

Export a Report

Set and Send Smart Notifications

Set and Send DataDriven Alerts

Stay Organized with Collections

Share Annotate Present and Download

CRM Analytics

Create Metrics with Tableau Pulse

CRM Analytics for Slack

Tableau for Slack

Post Lightning Dashboards to Slack

Share or Grant Access to Content
Curate
and
Share
Insights
with
Collections
View Your Reports on Mobile with Enhanced
Explore and Manage Web Items
Reports

Go Mobile with CRM Analytics

Tableau Mobile Overview

Reports and Dashboards
Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data
Get Started with Reports and Dashboards
Manage Reports and Dashboards in the Analytics Tab

Help
Manage Reports and Dashboards in the Analytics Tab
Browsing Analytics Home
Use Navigation Breadcrumbs in Analytics Home
Create Reports and Dashboards in Analytics Home
Stay Organized with Collections
Favorite Your Reports and Dashboards
Share a Lightning Report or Dashboard Folder

Learn Reporting Concepts and Build Your First Report and
Dashboard

Trailhead
Reports and Dashboards Lightning Experience
Reports and Dashboards Salesforce Classic
Help
Reports Basics
Dashboards Basics
Video

Review Report and Dashboard Limitations

Series Get Started with Reports and Dashboards in
Lightning Experience

Series Get Started with Reports and Dashboards in
Salesforce Classic

Help
Reports and Dashboards Limits and Allocations

Analyze Your Data

Reports and Dashboards

Get Started with Reports and Dashboards
Lightning Reports and Dashboards Technical Requirements

Report on Your Data
Build Reports

Help
Build a Report
Video

Build a Report Lightning Experience

Getting Started with Buckets Salesforce Classic

Building Matrix Reports Salesforce Classic

Filter Reports

Introducing Joined Reports in Salesforce Salesforce
Classic

Help
Filter Reports by Values
Filter Across Objects with Cross Filters

Filter Reports with URL Parameters in Lightning Experience

Video

Share Reports and Report Data

How to Use Cross Filters Lightning Experience

Dynamically Filter Reports Using URL Parameters

Lightning Experience

Using Cross Filters in Reports Salesforce Classic

Help
Report and Dashboard Folders
Video

Subscribe to and Schedule Reports

Manage Report and Dashboard Folders Lightning
Experience

Help
Schedule and Subscribe to Reports
Video

Subscribe to Reports and Dashboards Lightning
Experience

Report Notifications Salesforce Classic

Tips for Scheduling Reports Salesforce Classic

Analyze Your Data

Reports and Dashboards

Report on Your Data
Work with Report Data in Other Tools

Help
Salesforce Reports in Quip
Export a Report

Analyze Report Data Using AI

Help
Analyze Reports with Einstein Discovery for Reports

Troubleshoot Reports

Video

Making Your Reports Run Faster Salesforce Classic

Share Insights with Dashboards
Build Dashboards

Help
Build a Dashboard
Edit and Customize Lightning Experience Dashboard
Widgets
Salesforce Classic Dashboards
Control Dashboard Data Visibility

Sample CRM Dashboards PDF

Video

Filter Dashboards

An Overview of Dashboards Salesforce Classic

Help
Filter a Dashboard

Subscribe to and Schedule Dashboards

Help
Subscribe to or Schedule Dashboards
Video

Share Dashboards

Subscribe to Reports and Dashboards Lightning
Experience

Help
Report and Dashboard Folders
Video

Manage Report and Dashboard Folders Lightning
Experience

Analyze Your Data

Manage Your Reports and Dashboards on Analytics Home

Share Insights with Dashboards
Troubleshoot Dashboards

Help

Why Doesnt My Dashboard Display the Data I Expect

Manage Your Reports and Dashboards on Analytics Home
The Analytics tab provides a modern and cohesive experience for organizing all your analytics
content in one place You can access all your reports and dashboards in a single location making
it easier for you to manage and analyze your data Some of the enhancements you can experience
in the Analytics tab include an improved search experience that helps you find the information you
need more efficiently Another enhancement is the organization of your data with Collections to
curate analytics for a project or items that are the most relevant to you
Watch a Demo

Unified Analytics Home

From the App Launcher select Analytics
Note If you cant find the Analytics tab or accidentally remove it refer to the steps in
Personalize the Navigation Bar in Lightning Experience
Use the search bar for keyword searches and Browse to locate specific reports and dashboards
The cards in For You organize your reports and dashboards and help you find what youre looking
for quickly Go to My Analytics to access content from a chronological listing and Favorites
Use Collections to curate and organize analytics across different folders and share them with
other users

EDITIONS

Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions

USER PERMISSIONS

To access the Analytics tab
Legacy Folder Sharing

Run Reports AND

Manage
Dashboards
Enhanced Folder
Sharing

Run Reports AND

Create and
Customize
Dashboards
To access the Analytics tab

with CRM Analytics items

Use CRM Analytics

Browsing the Analytics Tab
Find the last report or dashboard that you worked with or see whats available on the Analytics tab Browse enables you to quickly
locate the items youre looking for by filtering through different categories
Use Navigation Breadcrumbs on the Analytics Tab
Use the navigation breadcrumb to guide you back to where you started when opening items in the Analytics tab
Favorite Your Reports and Dashboards
Favorite your reports and dashboards for quick access such as My Analytics and throughout the Analytics tab

Analyze Your Data

Manage Your Reports and Dashboards on Analytics Home

Stay Organized with Collections
Collections enable you to curate and organize your analytics in a customized way By creating a collection you have a personalized
set of analytics thats relevant to your projects or interests Your analytics can be drawn from different folders and you can avoid
searching different folders to access your most important analytics In addition collections can personalize the home page that
makes it easier to find and use the information that matters most to you
Create Reports and Dashboards on the Analytics Tab
Create reports and dashboards right from the Analytics tab Rather than opening multiple tabs you can stay in one app and create
the analytics you want
Share a Lightning Report or Dashboard Folder
Use enhanced folder sharing to share a report or dashboard folder with users groups roles or territories Enhanced folder sharing
is the default option for all orgs created after

SEE ALSO

Add a Report or Dashboard Folder as a Favorite
Create a Report or Dashboard Subfolder in Lightning Experience
Create a Lightning Report or Dashboard Folder
Global Search for Folders
Quick Search for Folders
Rename a Report or Dashboard Folder in Lightning Experience
Share a Lightning Report or Dashboard Folder

Analyze Your Data

Manage Your Reports and Dashboards on Analytics Home

Browsing the Analytics Tab
Find the last report or dashboard that you worked with or see whats available on the Analytics tab
Browse enables you to quickly locate the items youre looking for by filtering through different
categories
Click Browse that shows all your analytics organized by type Within Browse are filters that set
the current context and determine the results that are returned Click an asset filter to narrow
down the browse page to a selection then click additional filters to narrow your search further
by date or owner

EDITIONS

Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions

USER PERMISSIONS

To browse the Analytics tab
Legacy Folder Sharing

Run Reports AND

Manage
Dashboards
Enhanced Folder
Sharing

Run Reports AND

Create and
Customize
Dashboards
To browse the Analytics tab

with CRM Analytics items

Use CRM Analytics

Click column headers to sort search results in ascending or descending order

Analyze Your Data

Manage Your Reports and Dashboards on Analytics Home

Click Details in the rowaction menu to view asset metadata

Analyze Your Data

Manage Your Reports and Dashboards on Analytics Home

Use Navigation Breadcrumbs on the Analytics Tab
Use the navigation breadcrumb to guide you back to where you started when opening items in
the Analytics tab

EDITIONS

Navigation breadcrumbs are activated when you open a report or dashboard Use the navigation
breadcrumb to guide you back to where you started whether from home search or browse In
addition to helping you know where you started the navigation breadcrumb also identifies the
item and type youre currently viewing

Available in Lightning
Experience

This breadcrumb begins with the location where the item was opened In this example the
dashboard was opened from Browse Next is the item type Within the opened dashboard it
shows its icon type and saved name

Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions

USER PERMISSIONS

To access the Analytics tab
Legacy Folder Sharing

Run Reports AND

Manage
Dashboards
Enhanced Folder
Sharing

Run Reports AND

Create and
Customize
Dashboards
To access the Analytics tab

with CRM Analytics items

Use CRM Analytics

***