Welcome to Salesforce CRM Analytics

Welcome 👋

Welcome to your Salesforce CRM Analytics journey.

This isn’t just a feature tour. The goal of this training is to help you:

• Think like an analytics designer
• Build dashboards that leaders actually use
• Connect Salesforce data to real business questions

What you can expect

In this training you’ll find:

• Plain language explanations – no unnecessary jargon
• Real use cases – pipeline health, revenue performance, customer success
• Step-by-step flows – screenshots and checklists where needed (you can add them later)
• Release-aware content – we connect key features to Salesforce releases

How to follow along

1. Have a Salesforce org ready (Dev org, sandbox, or trial)
2. Keep this documentation open next to your org
3. Treat lessons like a workshop, not a blog post
4. Take notes on:
   • Dashboards you want to build
   • Metrics your team cares about
   • Questions leaders keep asking

Recommended mindset

Think of yourself as:

• Part translator (business → data)
• Part designer (UX, layout, story)
• Part engineer (data, performance, governance)

You don’t need to be perfect at any one of these yet. This training helps you grow all three.