Explore Data and Take Action with CRM Analytics

CRM Analytics is a cloud-based 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.

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Main Pathways Into CRM Analytics

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Get Started

CRM Analytics for Business Users

CRM Analytics on Mobile

CRM Analytics for Slack

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Enable & Integrate

Set Up the Platform

Prepare & Integrate Data

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Build & Produce

Explore & Visualize Data

Build CRM Analytics Dashboards

Unlock CRM Analytics Insights on Data 360

Manage & Share CRM Analytics in Apps

Add Intelligence

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Extend & Develop

Embed & Customize CRM Analytics

Deploy CRM Analytics Prebuilt Apps

Develop on the Platform

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Learn More...

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In-App Video Series

Self-Serve Academy

Training Videos

Webinar Recordings

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...and More

Trailblazer Community

Live Training

Best Practices

Trailblazer Groups, Blogs, and Channels

Top Resources for Every Step Along Your Path
Get Started  

Get To Know CRM Analytics

Video iconCRM Analytics Home Overview

Trailhead iconCRM Analytics Basics

Help iconHome Page Actions

Help iconLearn What You Can Do with CRM Analytics

Help iconRun Apps

Trailhead iconDashboard Navigation Basics

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Personalize Your Experience

Trailhead iconWatchlist: Quick Look

Trailhead iconSubscriptions: Quick Look

Video iconConverse with Your Data

Video iconFilter & Take Action within CRM Analytics

Help iconSave Your Filtered View of a Dashboard

Help iconFavorite Assets in CRM Analytics Home

Help iconCurate and Share Insights with Collections

Take Actions & Share

Help iconTake Action from CRM Analytics

Help iconCollaborate with Annotations

Help iconPresent Live Dashboards

Help iconSet & Send Smart Notifications

Help iconShare Dashboards, Widgets, & Lenses

Help iconDownload & Share Images & Data

Help iconCreate PDFs & Print Dashboards

Go Mobile with CRM Analytics

Trailhead iconCRM Analytics Mobile Exploration

Help iconGet Started with Mobile Analytics

Help iconMobile Experience Guide

Help iconCRM Analytics for iOS

Help iconCRM Analytics for Android

   
Enable & Integrate  

Enable CRM Analytics

Trailhead iconLearn CRM Analytics Admin Basics

Help iconEnable CRM Analytics Features

Bring In Your Data

Trailhead iconData Integration Basics

Help iconAbout Datasets

Trailhead iconIntegrate Local & Remote Data

Help iconBring in External Data

Help iconBring in Data with Connectors

Video iconConnect to External Data

Help iconBring in Salesforce Data with Dataset Builder

Help iconOptimize Dataflows with Data Sync

Prepare Your Data

Help iconPrepare & Load Data into Datasets with Recipes & Dataflows

Help iconWhy Should I Use Recipes Instead of Dataflows?

Video iconGet Started with Data Prep

Help iconCustomize Dataset Fields & Values

Video iconAdd Data in a Recipe

Help iconApply Transformations in a Dataflow

Set Up Access & Security

Help iconGrant Access & Permissions to Users

Help iconApply Security & Sharing Inheritance

Help iconSecurity Implementation Guide

Monitor & Manage Your Datasets

Help iconMonitor Dataflows

Help iconSchedule Dataflows

 
Build & Produce  

Explore & Visualize Your Data

Video iconIntroduction to CRM Analytics Explorer

Trailhead iconDesktop Exploration

Help iconVisualize & Explore Your Data

Help iconExplore Multiple Datasets within a Query

Help iconExplore Salesforce Direct Data

Help iconChoose the Right Charts

Trailhead iconCreate a Waterfall Chart

Trailhead iconAdd Icons to CRM Analytics Dashboards

Trailhead iconCreate Custom Maps

Video iconUnleash the Power of Compare Tables

Video iconGet to Know the Dataset Fields Panel

Video iconCreate & Format Derived Measures

Build CRM Analytics Dashboards

Trailhead iconQuick Start: CRM Analytics

Trailhead iconCRM Analytics Dashboard Building Basics

Video iconSeries: Build Interactive Dashboards

Help iconBuild CRM Analytics Dashboards

Help iconCreate Dashboards from Templates

Video iconTrend Report Data

Trailhead iconBuild Advanced CRM Analytics Dashboards

Video iconProvide Onboarding within Dashboards

Organize & Share CRM Analytics Apps

Help iconPut It All Together with Apps

Trailhead iconAnalytics App Design

Help iconOrganize Apps to Control Navigation

Help iconApp-Level Sharing

Accelerate with App Templates

Help iconAll CRM Analytics Templates

Help iconSales Analytics App

Help iconService Analytics App

Help iconEvent Monitoring Analytics App

Help iconB2B Marketing Analytics

Trailhead iconAnalytics App Templates

Help iconGet Started Fast with the Design Template

Customize the CRM Analytics Experience

Trailhead iconCustomize Dashboards with the Advanced Editor

Help iconCustomize Dataset Metadata

Help iconCustomize Dashboard JSON

Help iconCustomize Widget Interactivity

Video iconGet to Know the Query Editor

Help iconCustomize Queries

Help iconSAQL Developer Guide

 
Extend & Develop  

Embed CRM Analytics in Salesforce

Help iconEmbed Dashboards in Lightning Pages

Trailhead iconEmbed Dashboards in Lightning Experience

Help iconAdd Dashboards to Visualforce Pages

Help iconShare CRM Analytics with Communities

Embed CRM Analytics in Your Own Apps

Help iconThe Analytics SDK

Help iconAnalytics SDK Developer Guide

Add Custom Actions

Help iconPerform Actions on a Salesforce Record

Help iconPerform Bulk Actions on Multiple Salesforce Records

Develop & Package Apps on the Platform

Trailhead iconCRM Analytics App Template Development

Help iconCRM Analytics Templates Developer Guide

Help iconCRM Analytics Migration, Packaging, & Distribution

Help iconCRM Analytics REST API Developer Guide

Help iconCRM Analytics Dashboard Component Developer Guide

Help iconAnalytics CLI Plugin Command Reference

Set Up CRM Analytics for Mobile

Help iconSupported Features for iOS & Android

Help iconConnected App for CRM Analytics on Mobile

Help iconGenerate Unique Dashboard Layouts for Different Devices

Help iconEnable Push Notifications

Help iconCustomize Login Options

Help iconLaunch CRM Analytics from the iOS App