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  • Writer's pictureMani Anand

Top Salesforce Summer '23 Analytics Cloud Features

Utilizing Tableau's visualization capabilities through Analytics Cloud allows your company to access data from a variety of internal and external sources. You can also examine and visualize the data using the dashboard and built-in applications.

In this blog, we will go through the latest Salesforce Summer '23 Analytics Features;

Streamline your analytics with the Analytics Home.

Instead of managing analytics dispersed across many solutions, locate what you require in the new home. This customized setting for CRM analytics, reports, and dashboards arranges all of your content into a seamless and intelligent experience. Visit also to learn more about the redesigned Analytics home for CRM Analytics, reports, and dashboards.

The Analytics Tab allows you to manage your reports and dashboards.

With the new Analytics tab, your analytics will have a unified and tailored experience. You receive a consolidated environment that can be customized to meet your data demands in your new home for analytics. You also receive an intuitive search feature that makes getting the information you require simple. Additionally, you receive collections that let you more effectively curate and categorize your most significant data and insights.

Where: This modification is applicable to the Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions of Lightning Experience. It costs extra to gain access to CRM analytics elements.

How: Select Analytics in the App Launcher. Use the search (1) and explore (2) buttons on the Analytics tab to find reports and dashboards. For You (3) arranges analytics for each user to make it easier for them to find what they're looking for. To access information from a list of your favorites or from a chronological listing, go to My Analytics (4). To collect, arrange, and share analytics with multiple users across various folders, use Collections (6).

Organize your analytics in one place.

You receive a personalized setting with the new Analytics home that combines your CRM Analytics items, reports, and dashboards. Now, all of your metrics can be arranged into a single, intelligent experience without the need to manage various apps. To make it easier for you to organize and categorize your work, Lightning, and CRM Analytics dashboards, for instance, can now coexist in the same collection. You get access to all of your metrics in one location, which makes it simpler to keep up with your data.

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 Analytics in the App Launcher. To find your analytics, use the search (1) and browse (2) buttons on the Analytics tab. Track dashboard KPIs and trends with the Watchlist (3). The For You section (4) expedites the process of finding what you're looking for, keeps you informed of the most recent asset modifications, and offers helpful suggestions for unearthing fresh goods. To access information from a list of your favorites or from a chronological listing, go to My Analytics (5). You can utilize Collections (6) to aggregate and arrange analytics from various apps and folders, and you can pin collections to users' home pages to ensure that everyone sees the same information.

Switch Over to Einstein Discovery Models.

Packing makes it simple to distribute your prediction models. When your model is ready for production, you can create it in a sandbox and then promote it using change sets. Managed or unmanaged packages can be used to distribute your models broadly. Others can utilize your model to create predictions based on information in their own environment by leveraging packaged assets. Compared to the previous release, this feature is now universally available. So that it can be modified and retrained after migration, packaging now contains your model configuration. Just the model and the prediction definition were previously supported by packages.

Where: Both Salesforce Classic and Lightning Experience support this capability in CRM analytics. For an additional fee, CRM Analytics is offered in Developer Edition and Enterprise, Performance, and Unlimited editions.

How: Choose Analytics Model, Analytics Model Configuration, or Analytics Model Prediction Definition from the Component Type list of a change set.

Execute these updated features in your Salesforce instance with our seasoned experts at Appheinz by your side. Visit our website to know more about us and get in touch with us for further information.


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