CRM Analytics

Empower users with actionable insights and AI-driven analytics right in their workflow.
Help

CRM Analytics 

Follow a learning map to explore the full CRM Analytics feature set in Salesforce Help.
Help

Einstein Discovery 

Follow a learning map to explore the full Einstein Discovery feature set in Salesforce Help.
Developer Guide

CRM Analytics REST API

Access CRM Analytics features such as datasets, dashboards, and recipes programmatically using the CRM Analytics REST API.
Developer Guide

Salesforce Reports and Dashboards REST API

Automate and customize reporting. Allow end users to visualize, analyze, and share real-time data tailored to their needs.
Developer Guide

Einstein Discovery REST API

After deploying models with Einstein Discovery, use the Einstein Discovery REST API to embed your predictions into any website or application.
Developer Guide

CRM Analytics SAQL 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.
Developer Guide

Lightning Web Components in CRM Analytics Dashboards

Use Lightning web components in dashboards to create custom widgets and extend CRM Analytics functionality.
Developer Guide

Data Prep Recipes REST API

Access Data Prep recipes for CDP, Salesforce Data Pipelines, and CRM Analytics programmatically using the Recipe REST API.
Developer Guide

CRM Analytics External Data API

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.
Developer Guide

CRM Analytics Interactions

Interactions allow you to work with different components in a dashboard. You control the interactions by binding queries to each other.
Developer Guide

CRM Analytics SDK 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.
Developer Guide

CRM Analytics Templates 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.
Developer Guide

CRM Analytics Dashboard JSON Developer Guide

Modify a dashboard’s JSON file to perform advanced customization tasks that can’t be accomplished in the designer’s user interface.
Developer Guide

CRM Analytics Extended Metadata (XMD) Developer Guide

Extended metadata (XMD) enables you to customize the formatting of dataset fields and their values in CRM Analytics dashboards and lenses.
Developer Guide

CRM Analytics Dashboard Component 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.
Developer Guide

SQL for CRM Analytics 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.
Developer Guide

Salesforce Analytics Plugin CLI Command Reference

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.
Help

CRM 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.
All Docs

Documentation

CRM Analytics Trial 

Start using CRM Analytics with a trial.

Analytics Development Tools 

Customize and deliver robust solutions with Analytics Studio, Data Manager, the Analtyics CLI plugin, and Microsoft Visual Studio Code.

CRM Analytics Mobile Beta Testing 

Sign up to access the latest iOS and Android builds for early previews and testing.

Tools
Module

Einstein Discovery Basics 

700 PointsGet insights into your data, predict outcomes, and take action.
Module

CRM Analytics Basics 

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

Build 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.
Project

Customize 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.
All Trailhead Modules

Trailhead