---
schema_version: "1"
id: 182d14b450e907924e48157bcafef69175f3b8406a5ae11d782aa4482d4dc514
title: Integrate Sales Analytics With Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_sales_wave_integration.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_integration.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f8e1f3f76d25ac66a8cc15abb58fa793787d9f79e2be80cb6f9aade746671247
description: Make Sales Analytics more usable by performing a variety of optional integrations and customizations.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Integrate Sales Analytics With Salesforce

Make Sales Analytics more usable by performing a variety of optional integrations and customizations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d18530e68">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">To use CRM Analytics templated apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">Use CRM Analytics Templated Apps</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">To use Sales Analytics:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">Access Sales Cloud Analytics Templates and Apps</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">To create and manage CRM Analytics apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">Manage CRM Analytics Templated Apps</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">Edit CRM Analytics Dataflows</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">To edit a dataset's extended metadata (XMD) file:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18530e68 ">Edit CRM Analytics Dataflows</td>

        </tr>
      </tbody>
    </table>

Overriding role names in datasets, embedding the “Sales Analytics - Account Overview” dashboard in your Salesforce Accounts page, and expose Sales Analytics as a tab in Salesforce Classic can make it easier for your team to use the app.

## Add Actions to Sales Analytics Dashboards

Sales Analytics dashboards use actions that are enabled on the Account and Opportunity page layouts. To add actions, you edit the page layout for those objects.

In Salesforce, go to the Accounts or Opportunities tab, open the page for an account or opportunity, and click the **Edit Layout link** at the top right of the page.

In the Quick Actions in the Publisher section, click the **override the global publisher layout link**. If you or someone else in your org has already completed this action, you don’t see the link. Note that this section can be called something slightly different in the org you use, for example “Quick Actions in the Salesforce Classic Publisher.”

In the Account Layout or Opportunity Layout panel (depending on which object you’re adding actions to) at the top of the page, click **Quick Actions** on the left. Drag the actions that begin with the word “New” (for example, New Task, New Note) to the Quick Actions in the Publisher section.

![Add quick actions to Account layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_sales_wave_add_actions.png)

Click **Save** to save your changes. The actions you added to the layout are now available from charts and tables in Sales Analytics dashboards.

## Override Role Name in Datasets

Sales Analytics uses Salesforce Role Hierarchy to help you to understand your company’s sales performance. When you first create the app, Sales Analytics dashboards show the number associated with role name in the hierarchy. It’s not the most useful way to view the role. To see the name of the person responsible for that role, you can update the role value by editing the corresponding dataset’s Extended Metadata (XMD) file.

Let’s say your role hierarchy is the following:

```
CEO (Manager: Paul) 
                  Sales_WW (Manager: Yves) 
                       Sales_WEST
                       Sales_EAST
```

To have the manager’s name appear in Sales Analytics dashboards, update the Opportunity dataset XMD file with the following:

```

{"labels": {
         "keys": {
                 "RoleName": {
                	"CEO": "Paul",
                	"Sales_WW": "Yves"
                  },
          }
}}
```

For more information, see [Analytics Extended Metadata (XMD) Developer Guide](https://developer.salesforce.com/docs/analytics/bi-dev-guide-xmd/guide/).

## Embed the Account Overview Dashboard in Account Page Layout

We’ve optimized the Sales Analytics Account Summary and Opportunity Summary dashboards to be embedded in the Salesforce Account page layout. You can do that by following the instructions in [Embed Dashboards in Lightning Pages](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_lightning.htm&release=264.0.0&type=5 "Add LWC or Aura CRM Analytics dashboards to Lightning home pages, record pages, and app home pages to provide interactive visualizations of your data. Users can drill down and explore the dashboard within a Lightning page.").

To be able to filter the dashboard based on the account that you’re viewing, use this string as filter:

```

      { 
           "opportunity1": {
                  "AccountId": ["$Id"] 
           } 
       }
```

`opportunity1` corresponds to the system name of the Opportunity dataset. Its name can be different in your organization.

## Make Sales Analytics Available in a Salesforce Classic Tab

You can access Sales Analytics by going to Analytics in the Lightning Platform menu and selecting the app from the CRM Analytics home page. To make it easier for your team to reach the app, you can expose it as a tab in Salesforce Classic. To do so, create a tab that points to a Visualforce page that includes the “Sales Analytics - Overview” dashboard. Complete instructions are available in [Add a CRM Analytics dashboard to a Visualforce Page](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_vf.htm&release=264.0.0&type=5 "By embedding a Analytics dashboard into a Visualforce page, you can provide an interactive presentation of your data. Users can drill in and explore the dashboard within the frame on the Visualforce page or in a new window in Analytics.").

 
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