Enable Conversational Exploration

Quickly query and visualize data in guided, natural language conversations.

Required Editions

Available in: Salesforce Classic and Lightning Experience.
Available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition
User Permissions Needed
To view visualizations: Use CRM Analytics

To set up CRM Analytics to explore data using conversations, complete the following steps.

  1. From Setup, enter Analytics in the Quick Find box, then select Settings.
  2. Select Enable Conversational Exploration.
  3. Click Save.