Analytics
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Analytics
Salesforce Summer
PREVIEW
Note This release is in preview Features described in this document dont become generally available
until the latest general availability date that Salesforce announces for this release Before then and where
features are noted as beta pilot or developer preview we cant guarantee general availability within
any particular time frame or at all Make your purchase decisions only on the basis of generally available
products and features
salesforcedocs
Last updated April
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
Unified Analytics Experiences
Reports and Dashboards
CRM Analytics
Analytics Apps
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
Analytics included with Salesforce
Reports and Dashboards
Unified Analytics Experiences
Reports and Dashboards Learning Overview
Analytics Tab Help
Reports Help
Collections Help
Dashboards Help
Mobile Help
Slack Help
CRM Analytics and AI platforms and apps
CRM Analytics
Einstein Discovery
CRM Analytics Learning Map
Einstein Discovery Learning Map
Analytics Apps Learning Overview
Einstein Discovery for Reports Help
Direct Data for Data Cloud Help
CRM Analytics for Experience Cloud Help
Additional Analytics options
Tableau
Marketing Cloud Intelligence
Tableau Help
Marketing Cloud Intelligence Learning Map
Analyze Your Data
Unified Analytics Experiences
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 and Einstein Discovery models and predictions
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
Analytics Apps
Provide your teams with curated paths through your data plus powerful tools for spontaneous deep explorations With an intelligent
app industry app or prebuilt CRM Analytics 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
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
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 and Einstein Discovery models and predictions
EDITIONS
Unified experiences bring all of your Salesforce Analytics together for easy access personalization
and collaboration with your teams
Available in Salesforce
Classic not available in all
orgs and Lightning
Experience
Analytics tab
Collections
Available in Essentials
Group View Only
Professional Enterprise
Performance Unlimited
and Developer Editions
Analytics in the Salesforce mobile app
CRM Analytics for Slack
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
Analyze Your Data
Reports and Dashboards
Get Started with Reports and Dashboards
Stay Organized with Collections
Favorite Your Reports and Dashboards
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 Limitations and Allocations
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
How to Use Cross Filters Lightning Experience
Analyze Your Data
Reports and Dashboards
Report on Your Data
Share Reports and Report Data
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
Work with Report Data in Other Tools
Subscribe to Reports and Dashboards Lightning
Experience
Report Notifications Salesforce Classic
Tips for Scheduling Reports Salesforce Classic
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
Components
Work with Salesforce Classic Dashboards
Dynamic Dashboards Choose Who People View a
Dashboard As
Analyze Your Data
Reports and Dashboards
Share Insights with Dashboards
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
Troubleshoot Dashboards
Manage Report and Dashboard Folders Lightning
Experience
Help
Why Doesnt My Dashboard Display the Data I Expect
Analyze Your Data
Manage Your Reports and Dashboards in Analytics Home
Manage Your Reports and Dashboards in 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
From the App Launcher select Analytics
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 Analytics home
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To access Analytics home
with CRM Analytics items
Use CRM Analytics
Browsing Analytics Home
Find the last report or dashboard that you worked with or see whats available in Analytics
home Browse enables you to quickly locate the items youre looking for by filtering through different categories
Use Navigation Breadcrumbs in Analytics Home
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 on analytics home such as My Analytics and throughout the Analytics tab
Stay Organized with Collections
Collections enable you to curate and organize your analytics in a customized way By creating a collection you have 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
Analyze Your Data
Manage Your Reports and Dashboards in Analytics Home
Create Reports and Dashboards in Analytics Home
Create reports and dashboards right from the Analytics home Rather than opening multiple tabs you can stay in one app and create
the analytics you want
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
Browsing Analytics Home
Find the last report or dashboard that you worked with or see whats available in Analytics home
Browse enables you to quickly locate the items youre looking for by filtering through different
categories
Fixed an issue where a lens is set to Hide then set back to Show an application error occurs when
opening the lens
Click Browse that shows all your analytics organized by type
EDITIONS
Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions
USER PERMISSIONS
To browse Analytics home
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
Within Browse are primary filters that set the current context and determine which filters and
columns are available to the user Click a filter to narrow down the browse page to the selection
then click the secondary filters to narrow your search further by date and owner
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To browse Analytics home
with CRM Analytics items
Use CRM Analytics
Analyze Your Data
Manage Your Reports and Dashboards in Analytics Home
Use Navigation Breadcrumbs in Analytics Home
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 Analytics home
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To access Analytics home
with CRM Analytics items
Use CRM Analytics
Analyze Your Data
Manage Your Reports and Dashboards in Analytics Home
Favorite Your Reports and Dashboards
Favorite your reports and dashboards for quick access on analytics home such as My Analytics and
throughout the Analytics tab
EDITIONS
Favorite analytics assets by using the row level action menu
Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions
USER PERMISSIONS
To access Analytics home
Legacy Folder Sharing
Access favorited assets from the Favorites tab Browse or the global header
Run Reports AND
Manage
Dashboards
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To access Analytics home
with CRM Analytics items
Use CRM Analytics
Analyze Your Data
Manage Your Reports and Dashboards in 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 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
Add your items such as those related to a project or commonly used for immediate access You
can pin collections to your home page hide collections and share collections with others
EDITIONS
Available in Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Available in Enhanced
Folder Sharing
Also available with CRM
Analytics which is available
for an extra cost in
Performance Enterprise
Unlimited and Developer
Editions
SEE ALSO
USER PERMISSIONS
Curate and Share Insights with Collections
To use collections
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To manage a collection with
CRM Analytics items
Use CRM Analytics
Analyze Your Data
Manage Your Reports and Dashboards in Analytics Home
Create Reports and Dashboards in Analytics Home
Create reports and dashboards right from the Analytics home Rather than opening multiple tabs
you can stay in one app and create the analytics you want
EDITIONS
From the home page click the Create button Options to create a report dashboard and folder
appear within its menu For example from the menu click Dashboard and it brings up the wizard
for a new dashboard
Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions
USER PERMISSIONS
To create reports and
dashboards in Analytics
home
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
When you finish use the navigation breadcrumb to return to home
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
