Access your CRM Analytics home and run CRM Analytics apps from a tab within Salesforce Classic or Lightning Experience.
The CRM Analytics tab is available in new CRM Analytics-enabled orgs.
In existing orgs, set up the CRM Analytics tab as you would any new tab.
The CRM Analytics tab can include these features:
- Annotations, notifications, and full-screen presentation
- Sharing and downloading options
- Links to other CRM Analytics assets
- Record actions menu
- Link to CRM Analytics Studio (available for CRM Analytics users but not Experience Cloud sites users)