[{"data":1,"prerenderedAt":324},["ShallowReactive",2],{"navigation":3,"page-\u002Ffoundations\u002Fwhat-is-crm-analytics":88,"\u002Ffoundations\u002Fwhat-is-crm-analytics-surround":318,"comments-\u002Ffoundations\u002Fwhat-is-crm-analytics":323},[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":308,"extension":309,"interview":91,"links":91,"meta":310,"navigation":311,"passScore":91,"path":22,"quiz":91,"seo":312,"stem":23,"video":313,"__hash__":317},"docs\u002Fen\u002F1.foundations\u002F2.what-is-crm-analytics.md","What Is CRM Analytics? The Intelligent Experience",null,{"type":93,"value":94,"toc":299},"minimark",[95,99,132,137,144,160,166,170,177,182,193,204,208,215,276,279,286,290,293],[96,97,90],"h1",{"id":98},"what-is-crm-analytics-the-intelligent-experience",[100,101,102,106,107,110,111,114,115,118,119,122,123,126,127,131],"p",{},[103,104,105],"strong",{},"CRM Analytics"," — formerly ",[103,108,109],{},"Tableau CRM",", ",[103,112,113],{},"Einstein Analytics",", and originally ",[103,116,117],{},"Wave"," when it launched in ",[103,120,121],{},"2015"," — is Salesforce's native analytics platform. Its whole reason for existing is to bring ",[103,124,125],{},"intelligent, predictive analytics to CRM end users",": not analysts locked away in a separate tool, but the salespeople, service agents, and managers who live inside Salesforce every day. This lesson defines what the product actually is and, just as importantly, what it is ",[128,129,130],"em",{},"not",".",[133,134,136],"h2",{"id":135},"from-data-to-intelligence","From data to intelligence",[100,138,139,140,143],{},"Every Salesforce org already holds a huge amount of information: accounts, opportunities, cases, contacts. Standard Salesforce reports let you slice that data, but they answer only one kind of question — ",[128,141,142],{},"what is happening right now?"," CRM Analytics extends that story in two directions:",[145,146,147,154],"ul",{},[148,149,150,153],"li",{},[103,151,152],{},"Backwards",", with fast historical analysis across large volumes of data from many sources.",[148,155,156,159],{},[103,157,158],{},"Forwards",", with augmented, predictive insight that anticipates what is likely to happen next.",[100,161,162,163,131],{},"That combination is what Salesforce calls the ",[128,164,165],{},"intelligent experience",[133,167,169],{"id":168},"the-77-example","The \"77\" example",[100,171,172,173,176],{},"Imagine an opportunity record that shows a score of ",[103,174,175],{},"77",". On its own, a number is just a number. What makes CRM Analytics powerful is everything wrapped around that score:",[178,179],"lesson-cards",{":columns":180,":items":181},"3","[{\"title\":\"Reasons\",\"icon\":\"i-lucide-list-tree\",\"description\":\"The factors pushing the score up or down — deal size, stage, engagement.\"},{\"title\":\"Explanations\",\"icon\":\"i-lucide-message-square-text\",\"description\":\"Plain-language context a user can trust and act on.\"},{\"title\":\"Actions\",\"icon\":\"i-lucide-mouse-pointer-click\",\"description\":\"Concrete next steps, like scheduling a follow-up or flagging a risk.\"}]",[183,184,186],"tip",{"icon":185},"i-lucide-lightbulb",[100,187,188,189,192],{},"A prediction is only valuable when a human can ",[128,190,191],{},"understand and act on it",". CRM Analytics deliberately surfaces the \"why\" and the \"what next\" alongside every score.",[100,194,195,196,199,200,203],{},"This is the leap from ",[103,197,198],{},"descriptive"," analytics (what happened) to ",[103,201,202],{},"augmented"," analytics (what will likely happen and what to do about it).",[133,205,207],{"id":206},"live-vs-historical-two-complementary-worlds","Live vs. historical: two complementary worlds",[100,209,210,211,214],{},"A frequent misconception is that CRM Analytics ",[128,212,213],{},"replaces"," standard Salesforce reports and dashboards. It does not. The two are built for different jobs:",[216,217,218,230],"table",{},[219,220,221],"thead",{},[222,223,224,228],"tr",{},[225,226,227],"th",{},"Standard reports & dashboards",[225,229,105],{},[231,232,233,249,260,268],"tbody",{},[222,234,235,243],{},[236,237,238,239,242],"td",{},"Operational, ",[103,240,241],{},"live"," view",[236,244,245,246,242],{},"Historical & ",[103,247,248],{},"analytical",[222,250,251,257],{},[236,252,253,254],{},"The transactional ",[103,255,256],{},"system of record",[236,258,259],{},"Blended data from many sources",[222,261,262,265],{},[236,263,264],{},"\"What is true right now?\"",[236,266,267],{},"\"What are the trends, and what comes next?\"",[222,269,270,273],{},[236,271,272],{},"Great for daily operations",[236,274,275],{},"Great for large-scale exploration & prediction",[100,277,278],{},"Standard reports read directly from the transactional database — the live system of record — which is perfect for operational, up-to-the-second views. But that same database is not designed to churn through millions of rows across multiple objects and external sources without slowing down the business.",[100,280,281,282,285],{},"CRM Analytics solves this by working on optimized copies of your data, giving you speed at scale and room to add machine-learning predictions on top. You keep your reports for live operations ",[128,283,284],{},"and"," gain a dedicated analytical layer for deeper questions.",[133,287,289],{"id":288},"why-this-matters","Why this matters",[100,291,292],{},"Bringing intelligence to the end user changes behavior. Instead of a manager exporting data to a spreadsheet once a week, a rep sees a scored, explained recommendation the moment they open an account. Instead of guessing which deals to prioritize, the system quietly ranks them and says why. That is the promise of CRM Analytics: turning the data you already own into guidance people trust and use.",[100,294,295,296],{},"In the next lesson we will pull back the curtain on the architecture — how data actually flows into CRM Analytics, where it lands, and why it runs on dedicated compute rather than your transactional database. For now, hold on to the big idea: ",[103,297,298],{},"CRM Analytics complements Salesforce reporting by adding a fast, historical, and predictive intelligence layer for everyday CRM users.",{"title":300,"searchDepth":301,"depth":302,"links":303},"",1,2,[304,305,306,307],{"id":135,"depth":302,"text":136},{"id":168,"depth":302,"text":169},{"id":206,"depth":302,"text":207},{"id":288,"depth":302,"text":289},"Understand what CRM Analytics (Tableau CRM) is: Salesforce's intelligent analytics platform that adds predictions and augmented insight on top of your CRM data.","md",{},{"title":21},{"title":90,"description":308},{"id":314,"start":315,"end":316},"aPwndqsmaGk",305,515,"z3-N-hS6ENXFZtFGODZ2RO_XAjrTWNxbq2mRH5ZJi6U",[319,321],{"title":17,"path":18,"stem":19,"description":320,"children":-1},"Take the graded CRM Analytics Foundations exam. Score 85% to pass; each attempt serves a fresh set of questions and your average score is tracked in your profile.",{"title":25,"path":26,"stem":27,"description":322,"children":-1},"A simple map of CRM Analytics architecture: connectors, CSV upload, ETL\u002FAPI ingestion, datasets, live connections, output, and dedicated compute in Salesforce.",[],1783454181124]