HelpCRM Analytics
Follow a learning map to explore the full CRM Analytics feature set in Salesforce Help.
CRM Analytics
HelpEinstein Discovery
Follow a learning map to explore the full Einstein Discovery feature set in Salesforce Help.
Einstein Discovery
Developer Guide Access CRM Analytics features such as datasets, dashboards, and recipes programmatically using the CRM Analytics REST API.
CRM Analytics REST API
Developer Guide Automate and customize reporting. Allow end users to visualize, analyze, and share real-time data tailored to their needs.
Salesforce Reports and Dashboards REST API
Developer Guide After deploying models with Einstein Discovery, use the Einstein Discovery REST API to embed your predictions into any website or application.
Einstein Discovery REST API
Developer Guide Use SAQL (Salesforce Analytics Query Language) to access data in CRM Analytics datasets. CRM Analytics uses SAQL behind the scenes in lenses, dashboards, and explorer to gather data for visualizations.
CRM Analytics SAQL Developer Guide
Developer Guide Use Lightning web components in dashboards to create custom widgets and extend CRM Analytics functionality.
Lightning Web Components in CRM Analytics Dashboards
Developer Guide Access Data Prep recipes for CDP, Salesforce Data Pipelines, and CRM Analytics programmatically using the Recipe REST API.
Data Prep Recipes REST API
Developer Guide Integrate external data into CRM Analytics to make the data available for queries from explorer and designer. Includes information on how to prepare your data and metadata files.
CRM Analytics External Data API
Developer Guide Interactions allow you to work with different components in a dashboard. You control the interactions by binding queries to each other.
CRM Analytics Interactions
Developer Guide Use the CRM Analytics SDK to embed CRM Analytics functionality directly where your users work everyday, without having to transition between Lightning Experience and CRM Analytics Studio. Create one cohesive experience powered by CRM Analytics features directly in Salesforce pages and apps.
CRM Analytics SDK Developer Guide
Developer Guide Templates can bring the investment you make in CRM Analytics app development to life. Other organizations can use your template to create their own version of your app built around their own data.
CRM Analytics Templates Developer Guide
Developer Guide Modify a dashboard’s JSON file to perform advanced customization tasks that can’t be accomplished in the designer’s user interface.
CRM Analytics Dashboard JSON Developer Guide
Developer Guide Extended metadata (XMD) enables you to customize the formatting of dataset fields and their values in CRM Analytics dashboards and lenses.
CRM Analytics Extended Metadata (XMD) Developer Guide
Developer Guide The CRM Analytics dashboard component is an Aura component used to embed CRM Analytics dashboards in Visualforce and Lightning pages. The component can simply render a live CRM Analytics dashboard or it can be interactive with the page using events and methods to update the dashboard state.
CRM Analytics Dashboard Component Developer Guide
Developer Guide SQL for CRM Analytics is a query language that lets you execute queries against your CRM Analytics datasets. It has native support of Salesforce features used in CRM Analytics, including sharing inheritance and custom fiscal calendars.
SQL for CRM Analytics Developer Guide
Developer Guide An alphabetized list of CLI commands that you use with the Salesforce DX Analytics plugin to create and manage CRM Analytics assets on the Salesforce Platform.
Salesforce Analytics Plugin CLI Command Reference
HelpCRM Analytics Security Implementation Guide
CRM Analytics has different levels of security that your organization can implement to ensure that the right user has access to the right data.
CRM Analytics Security Implementation Guide
CRM Analytics Trial
Analytics Development Tools
CRM Analytics Mobile Beta Testing
Tools

ModuleEinstein Discovery Basics
700 PointsGet insights into your data, predict outcomes, and take action.
Einstein Discovery Basics

ModuleCRM Analytics Basics
600 PointsUncover new insights from your business data using CRM Analytics.
CRM Analytics Basics

TrailBuild and Administer CRM Analytics
5700 PointsLearn how to set up CRM Analytics, bring in your data, and build apps that help your teams make great decisions.
Build and Administer CRM Analytics

ProjectCustomize the CRM Analytics Customer Insights App
600 PointsLearn more about your customers with Customer Insights App. This trail introduces CRMA apps and recipes, along with adding custom fields and objects.
Customize the CRM Analytics Customer Insights App
Trailhead

A new search-driven analytics experience with Autonomous Insights

All about SAQL

Timeseries part 1

Modify your custom maps with mapshaper

Mohan's SFDX plugin for Analytics
