[{"data":1,"prerenderedAt":356},["ShallowReactive",2],{"navigation":3,"page-\u002Ffoundations\u002Fthe-design-layer":88,"\u002Ffoundations\u002Fthe-design-layer-surround":350,"comments-\u002Ffoundations\u002Fthe-design-layer":355},[4],{"title":5,"path":6,"stem":7,"children":8,"page":87},"En","\u002Fen","en",[9,53],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM Analytics?","\u002Fen\u002Ffoundations\u002Fwhat-is-crm-analytics","en\u002F1.foundations\u002F2.what-is-crm-analytics",{"title":25,"path":26,"stem":27},"Architecture","\u002Fen\u002Ffoundations\u002Farchitecture-and-data-flow","en\u002F1.foundations\u002F3.architecture-and-data-flow",{"title":29,"path":30,"stem":31},"The Data Layer","\u002Fen\u002Ffoundations\u002Fthe-data-layer","en\u002F1.foundations\u002F4.the-data-layer",{"title":33,"path":34,"stem":35},"The Design Layer","\u002Fen\u002Ffoundations\u002Fthe-design-layer","en\u002F1.foundations\u002F5.the-design-layer",{"title":37,"path":38,"stem":39},"The Intelligence Layer","\u002Fen\u002Ffoundations\u002Fthe-intelligence-layer","en\u002F1.foundations\u002F6.the-intelligence-layer",{"title":41,"path":42,"stem":43},"Hands-On Tour","\u002Fen\u002Ffoundations\u002Fhands-on-tour","en\u002F1.foundations\u002F7.hands-on-tour",{"title":45,"path":46,"stem":47},"Six Adoption Steps","\u002Fen\u002Ffoundations\u002Fsix-steps-and-interview-prep","en\u002F1.foundations\u002F8.six-steps-and-interview-prep",{"title":49,"path":50,"stem":51},"Interview Questions","\u002Fen\u002Ffoundations\u002Finterview-questions","en\u002F1.foundations\u002F9.interview-questions","i-lucide-compass",{"title":54,"path":55,"stem":56,"children":57,"icon":86},"Setup & User Provisioning","\u002Fen\u002Fsetup","en\u002F2.setup\u002F1.index",[58,60,64,68,72,76,80,83],{"title":59,"path":55,"stem":56},"Provisioning Users",{"title":61,"path":62,"stem":63},"Licenses & Permissions","\u002Fen\u002Fsetup\u002Flicenses-and-permission-sets","en\u002F2.setup\u002F2.licenses-and-permission-sets",{"title":65,"path":66,"stem":67},"Integration User","\u002Fen\u002Fsetup\u002Fthe-integration-user","en\u002F2.setup\u002F3.the-integration-user",{"title":69,"path":70,"stem":71},"Security User","\u002Fen\u002Fsetup\u002Fthe-security-user","en\u002F2.setup\u002F4.the-security-user",{"title":73,"path":74,"stem":75},"Analytics Settings","\u002Fen\u002Fsetup\u002Fanalytics-settings","en\u002F2.setup\u002F5.analytics-settings",{"title":77,"path":78,"stem":79},"Hands-On Access","\u002Fen\u002Fsetup\u002Fhands-on-assigning-access","en\u002F2.setup\u002F6.hands-on-assigning-access",{"title":17,"path":81,"stem":82},"\u002Fen\u002Fsetup\u002Fquiz","en\u002F2.setup\u002F7.quiz",{"title":49,"path":84,"stem":85},"\u002Fen\u002Fsetup\u002Finterview-questions","en\u002F2.setup\u002F8.interview-questions","i-lucide-settings-2",false,{"id":89,"title":90,"access":91,"body":92,"description":340,"extension":341,"interview":91,"links":91,"meta":342,"navigation":343,"passScore":91,"path":34,"quiz":91,"seo":344,"stem":35,"video":345,"__hash__":349},"docs\u002Fen\u002F1.foundations\u002F5.the-design-layer.md","The Design Layer: Lenses, Dashboards & Apps",null,{"type":93,"value":94,"toc":331},"minimark",[95,99,120,125,137,140,150,157,168,172,179,186,205,212,216,222,232,246,256,266,269,289,300,304,307,312],[96,97,90],"h1",{"id":98},"the-design-layer-lenses-dashboards-apps",[100,101,102,103,107,108,111,112,115,116,119],"p",{},"In the last lesson we shaped raw data into fast, optimized datasets. But a dataset by itself is invisible to business users — it needs a face. That is the job of the ",[104,105,106],"strong",{},"design layer",", where datasets become things people actually look at and explore: ",[104,109,110],{},"lenses",", ",[104,113,114],{},"dashboards",", and ",[104,117,118],{},"apps",". These three concepts are the everyday vocabulary of CRM Analytics, so let's make them second nature.",[121,122,124],"h2",{"id":123},"lenses-quick-self-service-exploration","Lenses: quick, self-service exploration",[100,126,127,128,131,132,136],{},"A ",[104,129,130],{},"lens"," is the fastest way to ",[133,134,135],"em",{},"look"," at a dataset. Open a dataset, and you are dropped into a lens: a lightweight exploration surface where you can group by a field, change the measure, switch chart types, and filter — all in a few clicks.",[100,138,139],{},"Think of a lens as asking a single dataset a quick question:",[141,142,143,147],"ul",{},[144,145,146],"li",{},"\"How many opportunities do we have by stage?\"",[144,148,149],{},"\"What is total revenue by region this quarter?\"",[100,151,152,153,156],{},"You are not building anything polished; you are exploring. Lenses are inherently ",[104,154,155],{},"self-service"," — a curious user can answer their own question without waiting on a developer.",[158,159,161],"tip",{"icon":160},"i-lucide-search",[100,162,163,164,167],{},"Reach for a lens when you want a ",[133,165,166],{},"fast answer from one dataset",". It is the analytics equivalent of a quick sketch.",[121,169,171],{"id":170},"dashboards-curated-multi-widget-analytics","Dashboards: curated, multi-widget analytics",[100,173,174,175,178],{},"When a set of questions matters enough to answer again and again — for a team, a meeting, a role — you graduate from a lens to a ",[104,176,177],{},"dashboard",".",[100,180,181,182,185],{},"A dashboard is a ",[104,183,184],{},"curated collection of widgets",": multiple charts, tables, filters, toggles, number tiles, and text, arranged deliberately on a canvas. Unlike a single lens, a dashboard can:",[141,187,188,195,198],{},[144,189,190,191,194],{},"Pull from ",[104,192,193],{},"multiple datasets"," at once.",[144,196,197],{},"Combine several visualizations into one coherent story.",[144,199,200,201,204],{},"Offer ",[104,202,203],{},"interactivity"," — filters and selections that update the whole page together.",[100,206,207,208,211],{},"A dashboard is ",[133,209,210],{},"designed",". Someone decides what questions the audience cares about, picks the right charts, and lays them out so the answer is obvious at a glance. (Good dashboard design is a skill in its own right — we cover it later in the course.)",[121,213,215],{"id":214},"apps-grouping-and-crucially-sharing","Apps: grouping and, crucially, sharing",[100,217,218,219,178],{},"So you have lenses and dashboards. Where do they live, and who is allowed to see them? Enter the ",[104,220,221],{},"app",[100,223,224,225,227,228,231],{},"An ",[104,226,221],{}," is essentially a ",[104,229,230],{},"folder"," that groups related CRM Analytics assets together:",[141,233,234,237,240,243],{},[144,235,236],{},"Dashboards",[144,238,239],{},"Lenses",[144,241,242],{},"Datasets",[144,244,245],{},"Stories",[100,247,248,249,252,253,255],{},"But an app is more than a tidy container. It is also the unit of ",[104,250,251],{},"access and sharing",". You do not typically share each dashboard one by one; you share the ",[104,254,221],{},", and everything inside inherits that access.",[257,258,260],"note",{"icon":259},"i-lucide-folder-lock",[100,261,262,263,265],{},"Security in the design layer is managed at the ",[104,264,221],{}," level. Grant a user access to the Sales app, and they can see the dashboards, lenses, and datasets it holds — no more, no less.",[100,267,268],{},"This is why organizations create purpose-built apps by function:",[141,270,271,277,283],{},[144,272,127,273,276],{},[104,274,275],{},"Sales app"," for pipeline and forecast dashboards, shared with the sales team.",[144,278,224,279,282],{},[104,280,281],{},"HR app"," for headcount and attrition, shared only with HR.",[144,284,127,285,288],{},[104,286,287],{},"Finance app"," for revenue and margin, restricted to finance.",[100,290,291,292,295,296,299],{},"Apps can be ",[104,293,294],{},"private"," — visible only to their creator while a dashboard is a work in progress — or ",[104,297,298],{},"shared"," with specific users, roles, or groups once it is ready. That flexibility lets you build safely in private, then publish to exactly the right audience.",[121,301,303],{"id":302},"how-the-three-fit-together","How the three fit together",[100,305,306],{},"A clean way to remember the design layer:",[308,309],"lesson-cards",{":columns":310,":items":311},"3","[{\"title\":\"Lens\",\"icon\":\"i-lucide-search\",\"description\":\"Quick, self-service exploration of a single dataset — group, filter, and switch chart types to get a fast answer.\"},{\"title\":\"Dashboard\",\"icon\":\"i-lucide-layout-dashboard\",\"description\":\"A curated, multi-widget view across datasets, designed and interactive, built to be shared and reused.\"},{\"title\":\"App\",\"icon\":\"i-lucide-folder-lock\",\"description\":\"A folder that groups dashboards, lenses, datasets, and stories — and controls access and sharing.\"}]",[100,313,314,315,318,319,322,323,326,327,330],{},"Lenses are for ",[133,316,317],{},"thinking",", dashboards are for ",[133,320,321],{},"communicating",", and apps are for ",[133,324,325],{},"organizing and securing",". With the design layer understood, we are ready for the smartest part of the platform: the ",[104,328,329],{},"intelligence layer",", where Einstein Discovery turns datasets into predictions.",{"title":332,"searchDepth":333,"depth":334,"links":335},"",1,2,[336,337,338,339],{"id":123,"depth":334,"text":124},{"id":170,"depth":334,"text":171},{"id":214,"depth":334,"text":215},{"id":302,"depth":334,"text":303},"The CRM Analytics design layer explained: lenses for quick exploration, dashboards for curated analytics, and apps that group assets and control sharing.","md",{},{"title":33},{"title":90,"description":340},{"id":346,"start":347,"end":348},"aPwndqsmaGk",791,864,"Xt_MePP1yc_EDbsR4VHxmp9h385HmQj_MoqQykrHZu4",[351,353],{"title":29,"path":30,"stem":31,"description":352,"children":-1},"Inside the CRM Analytics data layer: Data Sync staging, Dataflow vs. Data Prep recipes, and the optimized datasets that make queries fast at high volume.",{"title":37,"path":38,"stem":39,"description":354,"children":-1},"How CRM Analytics adds AI: Einstein Discovery stories reveal top predictors, models score records with explanations and actions, and reports get insights too.",[],1783454181741]