--- schema_version: "1" id: b8243671ce2c4d24940708e1040ac42cad7c23405dce9b177d0a70e2909bc890 title: Explore Data and Take Action with CRM Analytics collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_help.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_help.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 801abcba399961b1001792d111967ed63621e3a793f67479c0660a8b3c9d9496 description: 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. products: - CRM Analytics - Cross Cloud release: "264" --- # 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. ![CRM Analytics banner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_landing_banner.png)

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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...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 CRM Analytics Home Overview CRM Analytics Basics Home Page Actions Learn What You Can Do with CRM Analytics Run Apps Dashboard Navigation Basics	Personalize Your Experience Watchlist: Quick Look Subscriptions: Quick Look Converse with Your Data Filter & Take Action within CRM Analytics Save Your Filtered View of a Dashboard Favorite Assets in CRM Analytics Home Curate and Share Insights with Collections	Take Actions & Share Take Action from CRM Analytics Collaborate with Annotations Present Live Dashboards Set & Send Smart Notifications Share Dashboards, Widgets, & Lenses Download & Share Images & Data Create PDFs & Print Dashboards
Go Mobile with CRM Analytics CRM Analytics Mobile Exploration Get Started with Mobile Analytics Mobile Experience Guide CRM Analytics for iOS CRM Analytics for Android

Get Started

Get To Know CRM Analytics

Video icon CRM Analytics Home Overview

Trailhead icon CRM Analytics Basics

Help icon Home Page Actions

Help icon Learn What You Can Do with CRM Analytics

Help icon Run Apps

Trailhead icon Dashboard Navigation Basics

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Personalize Your Experience

Trailhead icon Watchlist: Quick Look

Trailhead icon Subscriptions: Quick Look

Video icon Converse with Your Data

Video icon Filter & Take Action within CRM Analytics

Help icon Save Your Filtered View of a Dashboard

Help icon Favorite Assets in CRM Analytics Home

Help icon Curate and Share Insights with Collections

Take Actions & Share

Help icon Take Action from CRM Analytics

Help icon Collaborate with Annotations

Help icon Present Live Dashboards

Help icon Set & Send Smart Notifications

Help icon Share Dashboards, Widgets, & Lenses

Help icon Download & Share Images & Data

Help icon Create PDFs & Print Dashboards

Go Mobile with CRM Analytics

Trailhead icon CRM Analytics Mobile Exploration

Help icon Get Started with Mobile Analytics

Help icon Mobile Experience Guide

Help icon CRM Analytics for iOS

Help icon CRM Analytics for Android

Enable & Integrate
Enable CRM Analytics Learn CRM Analytics Admin Basics Enable CRM Analytics Features	Bring In Your Data Data Integration Basics About Datasets Integrate Local & Remote Data Bring in External Data Bring in Data with Connectors Connect to External Data Bring in Salesforce Data with Dataset Builder Optimize Dataflows with Data Sync	Prepare Your Data Prepare & Load Data into Datasets with Recipes & Dataflows Why Should I Use Recipes Instead of Dataflows? Get Started with Data Prep Customize Dataset Fields & Values Add Data in a Recipe Apply Transformations in a Dataflow
Set Up Access & Security Grant Access & Permissions to Users Apply Security & Sharing Inheritance Security Implementation Guide	Monitor & Manage Your Datasets Monitor Dataflows Schedule Dataflows

Enable & Integrate

Enable CRM Analytics

Trailhead icon Learn CRM Analytics Admin Basics

Help icon Enable CRM Analytics Features

Bring In Your Data

Trailhead icon Data Integration Basics

Help icon About Datasets

Trailhead icon Integrate Local & Remote Data

Help icon Bring in External Data

Help icon Bring in Data with Connectors

Video icon Connect to External Data

Help icon Bring in Salesforce Data with Dataset Builder

Help icon Optimize Dataflows with Data Sync

Prepare Your Data

Help icon Prepare & Load Data into Datasets with Recipes & Dataflows

Help icon Why Should I Use Recipes Instead of Dataflows?

Video icon Get Started with Data Prep

Help icon Customize Dataset Fields & Values

Video icon Add Data in a Recipe

Help icon Apply Transformations in a Dataflow

Set Up Access & Security

Help icon Grant Access & Permissions to Users

Help icon Apply Security & Sharing Inheritance

Help icon Security Implementation Guide

Monitor & Manage Your Datasets

Help icon Monitor Dataflows

Help icon Schedule Dataflows

Build & Produce
Explore & Visualize Your Data Introduction to CRM Analytics Explorer Desktop Exploration Visualize & Explore Your Data Explore Multiple Datasets within a Query Explore Salesforce Direct Data Choose the Right Charts Create a Waterfall Chart Add Icons to CRM Analytics Dashboards Create Custom Maps Unleash the Power of Compare Tables Get to Know the Dataset Fields Panel Create & Format Derived Measures	Build CRM Analytics Dashboards Quick Start: CRM Analytics CRM Analytics Dashboard Building Basics Series: Build Interactive Dashboards Build CRM Analytics Dashboards Create Dashboards from Templates Trend Report Data Build Advanced CRM Analytics Dashboards Provide Onboarding within Dashboards	Organize & Share CRM Analytics Apps Put It All Together with Apps Analytics App Design Organize Apps to Control Navigation App-Level Sharing
Accelerate with App Templates All CRM Analytics Templates Sales Analytics App Service Analytics App Event Monitoring Analytics App B2B Marketing Analytics Analytics App Templates Get Started Fast with the Design Template	Customize the CRM Analytics Experience Customize Dashboards with the Advanced Editor Customize Dataset Metadata Customize Dashboard JSON Customize Widget Interactivity Get to Know the Query Editor Customize Queries SAQL Developer Guide

Build & Produce

Explore & Visualize Your Data

Video icon Introduction to CRM Analytics Explorer

Trailhead icon Desktop Exploration

Help icon Visualize & Explore Your Data

Help icon Explore Multiple Datasets within a Query

Help icon Explore Salesforce Direct Data

Help icon Choose the Right Charts

Trailhead icon Create a Waterfall Chart

Trailhead icon Add Icons to CRM Analytics Dashboards

Trailhead icon Create Custom Maps

Video icon Unleash the Power of Compare Tables

Video icon Get to Know the Dataset Fields Panel

Video icon Create & Format Derived Measures

Build CRM Analytics Dashboards

Trailhead icon Quick Start: CRM Analytics

Trailhead icon CRM Analytics Dashboard Building Basics

Video icon Series: Build Interactive Dashboards

Help icon Build CRM Analytics Dashboards

Help icon Create Dashboards from Templates

Video icon Trend Report Data

Trailhead icon Build Advanced CRM Analytics Dashboards

Video icon Provide Onboarding within Dashboards

Organize & Share CRM Analytics Apps

Help icon Put It All Together with Apps

Trailhead icon Analytics App Design

Help icon Organize Apps to Control Navigation

Help icon App-Level Sharing

Accelerate with App Templates

Help icon All CRM Analytics Templates

Help icon Sales Analytics App

Help icon Service Analytics App

Help icon Event Monitoring Analytics App

Help icon B2B Marketing Analytics

Trailhead icon Analytics App Templates

Help icon Get Started Fast with the Design Template

Customize the CRM Analytics Experience

Trailhead icon Customize Dashboards with the Advanced Editor

Help icon Customize Dataset Metadata

Help icon Customize Dashboard JSON

Help icon Customize Widget Interactivity

Video icon Get to Know the Query Editor

Help icon Customize Queries

Help icon SAQL Developer Guide

Extend & Develop
Embed CRM Analytics in Salesforce Embed Dashboards in Lightning Pages Embed Dashboards in Lightning Experience Add Dashboards to Visualforce Pages Share CRM Analytics with Communities	Embed CRM Analytics in Your Own Apps The Analytics SDK Analytics SDK Developer Guide	Add Custom Actions Perform Actions on a Salesforce Record Perform Bulk Actions on Multiple Salesforce Records
Develop & Package Apps on the Platform CRM Analytics App Template Development CRM Analytics Templates Developer Guide CRM Analytics Migration, Packaging, & Distribution CRM Analytics REST API Developer Guide CRM Analytics Dashboard Component Developer Guide Analytics CLI Plugin Command Reference	Set Up CRM Analytics for Mobile Supported Features for iOS & Android Connected App for CRM Analytics on Mobile Generate Unique Dashboard Layouts for Different Devices Enable Push Notifications Customize Login Options Launch CRM Analytics from the iOS App

Extend & Develop

Embed CRM Analytics in Salesforce

Help icon Embed Dashboards in Lightning Pages

Trailhead icon Embed Dashboards in Lightning Experience

Help icon Add Dashboards to Visualforce Pages

Help icon Share CRM Analytics with Communities

Embed CRM Analytics in Your Own Apps

Help icon The Analytics SDK

Help icon Analytics SDK Developer Guide

Add Custom Actions

Help icon Perform Actions on a Salesforce Record

Help icon Perform Bulk Actions on Multiple Salesforce Records

Develop & Package Apps on the Platform

Trailhead icon CRM Analytics App Template Development

Help icon CRM Analytics Templates Developer Guide

Help icon CRM Analytics Migration, Packaging, & Distribution

Help icon CRM Analytics REST API Developer Guide

Help icon CRM Analytics Dashboard Component Developer Guide

Help icon Analytics CLI Plugin Command Reference

Set Up CRM Analytics for Mobile

Help icon Supported Features for iOS & Android

Help icon Connected App for CRM Analytics on Mobile

Help icon Generate Unique Dashboard Layouts for Different Devices

Help icon Enable Push Notifications

Help icon Customize Login Options

Help icon Launch CRM Analytics from the iOS App

#### See Also - [Explain, Predict, and Take Action with Einstein Discovery](https://help.salesforce.com/s/articleView?id=analytics.bi_edd.htm&release=264.0.0&type=5 "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.")