Getting Started with Salesforce CRM Analytics

Welcome to the Salesforce CRM Analytics Getting Started module 👋

This section is your onboarding ramp. Before we touch bindings, SAQL, or complex dashboards, you'll understand:

• What Salesforce CRM Analytics actually is
• Why it exists when we already have Salesforce reports & dashboards
• How it evolved from Wave → Einstein Analytics → Tableau CRM → CRM Analytics
• Core terminology you’ll see everywhere (datasets, lenses, recipes, dataflows…)
• How to set up a safe playground org and enable CRM Analytics
• How to open Analytics Studio and build your very first dashboard

How this training is structured

• Short lessons instead of huge walls of text
• Real org mental model – everything is explained like you’re working in a real Salesforce org
• Hands-on focus – most lessons end with “Do this in your org” style checklists
• Role-aware – concepts are explained for Admins, Analysts, Consultants, and Devs

Who this module is for

This Getting Started module is perfect if:

• You are new to CRM Analytics and don’t know where to begin
• You’ve seen dashboards but don’t understand how they are built
• You’re a Salesforce Admin / BA / RevOps person who wants to move beyond standard reports
• You want a structured path, not random YouTube videos

What you’ll be able to do at the end

By the end of this section, you’ll be able to:

• Explain what Salesforce CRM Analytics is in one clear sentence
• Tell someone why Analytics ≠ “just another report”
• Navigate Analytics Studio without fear
• Set up a playground org and enable CRM Analytics
• Build a simple dashboard with at least one lens and a filter

Next: let’s properly welcome you and set expectations for your learning journey.