View conversational explorations of your data, and personalize your CRM Analytics experience with saved dashboard views. Collaborate with features such as notifications, annotations, presentation mode, and downloading filtered data from CRM Analytics. Use custom menus in lenses and dashboards to take action in Salesforce directly from CRM Analytics.
- Converse with Your Data
Ask data questions using non-technical language, and view answers in automatically configured charts. Start with a common word or two, and CRM Analytics provides relevant suggestions that you can accept or edit. - Save Your Filtered View of a Dashboard
No need to reselect the filters every time you open a dashboard because you don’t have permission to save the selections permanently. Change the filters and save your own view. Only you can see your views—other users still see the original dashboards. - Tableau Views in CRM Analytics
Gain insights on Tableau Cloud and Tableau Server data from the comfort of CRM Analytics Home. Easily publish Tableau Cloud and Tableau Server dashboards, sheets, and stories to a CRM Analytics app or Lightning page without first embedding Tableau views or installing additional software. You can seamlessly combine Tableau Cloud and Tableau Server views with CRM Analytics content in a single dashboard, apply Tableau filters to it, and share it with colleagues who need to stay on top of the same data. To access the published Tableau content more easily, favorite the dashboard in Analytics Home. - Control Who Sees What in an App with Asset Visibility
App Managers and Editors can use the Asset Visibility feature to control the visibility of select assets. Asset visibility is limited for users that are assigned ‘Viewer’ sharing access. Assets remain visible to app Managers and Editors regardless of the asset’s status. - Collaborate with Dashboard Annotations
Annotate dashboard widgets with comments posted in the dashboard and in Chatter. With annotations, you can hold conversations about your data and how it’s visualized, with the dashboard right there for reference. - Present Live, Interactive Dashboards
Conduct meetings directly from CRM Analytics by presenting dashboards in running apps. With dashboards instead of slides with static images, you have real-time access to your data, and you can showcase dynamic visualizations. - Share Dashboards, Widgets, and Lenses
Share a dashboard, widget, or lens with your colleagues by posting it to Chatter or copying its unique URL. A Chatter post provides an image and a link to the asset in CRM Analytics. Colleagues with the link and access to the asset can drill in and explore the information that’s presented. You can also export snapshot images of CRM Analytics assets to Quip. An exported image is published to a new Quip document. - Download CRM Analytics Images and Export Filtered Data
Extract detailed insights from CRM Analytics that support collaboration and informed decision-making. You can download images and filtered data from lens explorations and dashboard widgets. Download formats include image (.png), Microsoft® Excel® (.xls), and comma-separated values (.csv) files. With the.xlsformat, there's also an option to include query metadata. - Download CRM Analytics Dashboards as Documents (Beta)
Export your CRM Analytics dashboard as a PDF to share your insights. Preserve your applied filters and the active page, and customize the layout with specific page sizes and data options. - Create PDF Files and Print Your Dashboards
Dashboards are printer-friendly, and you can print or save PDF files of dashboards from your browser. - Post CRM Analytics Dashboards and Lenses to Slack
Facilitate data-driven collaboration by sharing directly from CRM Analytics to your channels in Slack. Slack recipients get a snapshot showing the latest data. Or post a link with quick action buttons. - Perform Salesforce Actions Directly from CRM Analytics
Take action on your insights directly from CRM Analytics. Perform custom and mass quick actions from charts and tables in lenses and dashboards.