What Is CRM Analytics?

CRM Analytics (formerly Tableau CRM) is Salesforce's native analytics platform. It lets you bring data in, shape it into fast in-memory datasets, explore it with dashboards, and add predictions with Einstein Discovery — all inside Salesforce.

Why a dedicated analytics engine?

Standard reports strain when you need to blend many objects, query millions of rows quickly, or build guided, interactive dashboards. CRM Analytics is built for exactly that, storing data in a compressed, columnar, in-memory format for fast aggregation.

The core building blocks

• Connections & recipes — bring in and transform raw data.
• Datasets — the optimized tables that power every chart.
• Lenses & dashboards — explore data and build interactive views.
• Einstein Discovery — automated, explainable predictions.

What you'll learn next

In the next lesson you'll see how data flows in and becomes a secure, analysis-ready dataset.