• Piyusha Pilania

Enhance Your Data Skills With The All-New CRM Analytics



Salesforce recently released Summer ‘22 CRM Analytics formerly known as Tableau CRM features. The new enhanced, upgraded, and innovative features are here to make our tasks easy efficient, and seamless.


Let’s dive right into them;


Welcome to CRM Analytics; same dependable service, new name


CRM Analytics is the new name for Tableau CRM. The new name accurately conveys our goals for innovation on the built-in Salesforce platform. Whether you are a platform novice or a seasoned user, CRM Analytics continues to provide an intellectual experience that is based on the top CRM in the world. You can anticipate seeing the old name in a few locations while we work to update it everywhere.


Where: Both Salesforce Classic and Tableau CRM in Lightning Experience are affected by this change. Tableau CRM is offered in Developer Edition as well as Enterprise, Performance, and Unlimited editions for an additional fee.


Check Your Data in Data Manager Easily


Data Manager now has a fresh appearance. Data Manager's streamlined Connections view displays connections as a column list. See more information after clicking a connection. With the new Usage view, you can see your usage and limits more clearly. The updated Data Manager is now widely accessible.


Where: CRM Analytics in Lightning Experience and Salesforce Classic are affected by this change. CRM Analytics is offered in Developer Edition as well as Enterprise, Performance, and Unlimited editions for an additional fee. Salesforce Data Pipelines in Lightning Experience are also affected by this change. Enterprise, Performance, and Unlimited editions of Salesforce all come with a separate fee for Salesforce Data Pipelines.


How: Choose Data Manager from the Analytics Studio home page. To view a connection's details in a table in the right pane, select the connection.



Look at the Usage section to see if a product is getting close to its limit. To switch between the details of each product, if you have licenses for CRM Analytics and Data Pipelines, click the dropdown (1). Open Data Manager (Legacy) to manage your dataflows as you turn them into recipes or to create live datasets (2).



With Minimal effort, Personalize the New Customer Insights Sales Performance Dashboard


The Sales Performance dashboard displays the trends in your sales. The Customer Insights Sales Performance dashboard uses little SAQL and interactions, making it simple to customize (formerly called bindings). The dashboard can be altered, or you can use it to learn best practices for creating your own dashboard.


Where: Both Salesforce Classic and Lightning Experience's Analytics Studio are affected by this change. CRM Analytics is offered in Developer Edition as well as Enterprise, Performance, and Unlimited editions for an additional fee.


Who: Users with the CRM Analytics Growth and CRM Analytics Plus licenses have access to the template.


How: Click Create in Analytics Studio and then choose App. To create your app, locate and choose Customer Insights, then follow the wizard's instructions. The Customer Insights app can also be installed right from the Salesforce setup by Salesforce Admins. Manually schedule recurring data updates from the Data Manager.



Instantly Analyze Google BigQuery Data


Save yourself the hassle of having to prepare and import Google BigQuery data into Salesforce before you can explore and analyze it. Run explorations on your data in Google BigQuery after creating a live connection to it using CRM Analytics Direct Data for Google BigQuery. The data is available for real-time querying, table exploration, and chart visualization. You can also use your BigQuery data in dashboards to expedite business decision-making and continuously monitor key metrics. The BigQuery keyword is supported in conjunction with this feature, which is now generally available.


Where: CRM Analytics in Lightning Experience and Salesforce Classic are affected by this change. CRM Analytics is offered in Developer Edition as well as Enterprise, Performance, and Unlimited editions for an additional fee.


How: Let's say you want to use Google BigQuery to analyze your campaign data. Enter Analytics from Setup's Quick Find box, then click Settings after that. Select External Data Sources and then click Enable Direct Data.



Create a live dataset from the Data tab, then enable the table that contains the campaign data source for the connection you just built.



To manage which Salesforce users, roles, and groups have access to explore the data with the connection, assign the live dataset to an Analytics app.


Click the live dataset in Analytics Studio's Datasets tab to start exploring.



Use Your Unorganized Data To Uncover Undiscovered Insights


Because unstructured data is challenging to process, it frequently goes unused in the form of social media posts, surveys, and product reviews. By using text clustering, you can interpret unstructured data and identify themes to support your decisions with facts. Low information words like "the" or "a" bring up important words and group them into clusters. Unstructured data is consequently reduced to its top keywords, allowing you to quickly uncover hidden insights and enhance decision-making.


Where: CRM Analytics in Lightning Experience and Salesforce Classic are affected by this change. CRM Analytics is offered in Developer Edition as well as Enterprise, Performance, and Unlimited editions for an additional fee.


How: Select Text Clustering (1) from the Transform menu after choosing a story variable. Update Story by clicking.



CRM Analytics for Slack: Bring Data to Every Communication


It's simple to access your analytics right where Slack collaboration takes place thanks to CRM Analytics for Slack. Slack users can easily locate, share, and work together on Lightning reports, dashboards, and CRM Analytics insights. Keep your key information current, collaborate with subscriptions and notifications, and act as soon as you have insight.


Where: Working with CRM Analytics in Lightning Experience and Salesforce Classic is the CRM Analytics app for Slack. CRM Analytics is offered in Developer Edition as well as Enterprise, Performance, and Unlimited editions for an additional fee. When installed in Slack and approved for use by a workspace admin.


Who: Connecting Salesforce to Slack, subscribing to CRM Analytics assets, and adding recipients to CRM Analytics notifications are all permissions that users must have.


How: Consult the CRM Analytics for Slack Release Notes to get started.



Download CRM Analytics' most recent version for Android and iOS.


Upgrade CRM Analytics for iOS and Android to version 15.1 to take advantage of the most recent improvements and bug fixes.


Where: Both CRM Analytics for iOS and CRM Analytics for Android are affected by these changes. CRM Analytics is offered in Developer Edition as well as Enterprise, Performance, and Unlimited editions for an additional fee.


How: Download CRM Analytics from the App Store or Google Play to get the most recent updates.


View the updates to CRM Analytics for iOS.

  • With repeater widgets, detailed data can now be transformed into striking insights on mobile.

  • Support for text wrapping inside tables makes reading table data faster and simpler.

  • Bug fixes

Examine the updates to CRM Analytics for Android.


Updated in 15.1.

  • Advancements in usability and bug fixes.

Hence, these features are now available to make the best out of them. If you are on the lookout to implement these releases in your organization, get in touch with our expert team at Apphienz today. Visit our website for more information and write to us in case of any queries.

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