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Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":153,"access":252,"body":253,"description":403,"extension":404,"interview":252,"links":252,"meta":405,"navigation":406,"passScore":252,"path":154,"quiz":252,"seo":407,"stem":155,"video":408,"__hash__":412},"docs\u002Fen\u002F4.lenses-and-explorations\u002F6.conversational-analytics.md",null,{"type":254,"value":255,"toc":394},"minimark",[256,260,268,271,276,286,290,296,316,319,338,357,361,368,371,375,380,383],[257,258,153],"h1",{"id":259},"conversational-analytics",[261,262,263,264,267],"p",{},"Everything so far has been you clicking your way to a query. ",[265,266,153],"strong",{}," flips it: you type the question in plain English, and the platform builds the lens for you.",[261,269,270],{},"It isn't magic and it won't replace Explorer mode, but for quick questions — and for business users who will never learn where the grouping button is — it's genuinely useful.",[272,273,275],"h2",{"id":274},"turning-it-on","Turning it on",[261,277,278,279,282,283,285],{},"It's off by default. An admin enables it in ",[265,280,281],{},"Setup → Analytics → Settings",", where you'll find the checkbox for ",[265,284,153],{}," (natural-language querying) alongside the other Analytics feature toggles. Save, refresh, and a search\u002Fask box appears on the Analytics home and on datasets.",[272,287,289],{"id":288},"phrasing-that-works","Phrasing that works",[261,291,292,293],{},"The single most useful habit: ",[265,294,295],{},"lead with the measure, then say \"by\" and the dimension.",[297,298,299,306,311],"ul",{},[300,301,302],"li",{},[303,304,305],"em",{},"\"amount by industry\"",[300,307,308],{},[303,309,310],{},"\"count of opportunities by stage\"",[300,312,313],{},[303,314,315],{},"\"average amount by account owner\"",[261,317,318],{},"Type \"amount by industry\" and you get a chart of summed amount, grouped by industry, immediately — the same lens you would have built with three clicks. From there it's a normal lens: you can switch chart types, add filters, save it, or clip it to a dashboard.",[261,320,321,322,325,326,329,330,333,334,337],{},"Layer on a ",[265,323,324],{},"second dimension"," the same way — ",[303,327,328],{},"\"amount by industry by stage\""," — and it nests the groupings, producing a stacked or clustered chart. You can also fold in time and filters: ",[303,331,332],{},"\"amount by stage this quarter\"",", ",[303,335,336],{},"\"count of closed won opportunities by industry\"",".",[339,340,342],"tip",{"icon":341},"i-lucide-lightbulb",[261,343,344,345,348,349,352,353,337],{},"When a phrase doesn't produce what you expected, it's almost always because the ",[265,346,347],{},"field name"," in your question doesn't match a field in the dataset. This is where the relabelling from the last lesson pays off twice: friendly labels make natural language work ",[303,350,351],{},"better",", because people ask for \"Account Name\", not ",[354,355,356],"code",{},"AccountId.Name",[272,358,360],{"id":359},"it-respects-your-metadata","It respects your metadata",[261,362,363,364,367],{},"Notice what the generated chart looks like: if you assigned ",[265,365,366],{},"colors"," to your dimension values in the Fields panel, Conversational Analytics uses them. Currency formats, number formats, and field labels come through too.",[261,369,370],{},"That's the point worth taking away. Conversational Analytics doesn't bypass your dataset metadata — it sits on top of it. Time spent curating fields makes every downstream surface better, whether a human built the query or a sentence did.",[272,372,374],{"id":373},"where-it-fits","Where it fits",[376,377],"lesson-cards",{":columns":378,":items":379},"2","[{\"title\":\"Good for\",\"icon\":\"i-lucide-circle-check\",\"description\":\"Fast one-off questions, giving non-technical users a way in, and getting to a rough chart you then refine by hand.\"},{\"title\":\"Not a replacement for\",\"icon\":\"i-lucide-circle-alert\",\"description\":\"Multi-step queries, derived formulas, precise filtering logic, or anything you'd normally reach for a compare table or SAQL to build.\"}]",[261,381,382],{},"Use it as an accelerator: ask the question, let it draft the lens, then take over in Explorer mode for the parts that need precision.",[261,384,385,386,389,390,393],{},"That closes out the section. You can now reach Analytics from any Lightning app, organize and share work through apps, explore any dataset fluently, read and edit the SAQL behind it, and curate the metadata everything else inherits. Time to prove it — the ",[265,387,388],{},"graded quiz"," and a set of ",[265,391,392],{},"interview questions"," are next.",{"title":395,"searchDepth":396,"depth":397,"links":398},"",1,2,[399,400,401,402],{"id":274,"depth":397,"text":275},{"id":288,"depth":397,"text":289},{"id":359,"depth":397,"text":360},{"id":373,"depth":397,"text":374},"Ask CRM Analytics for a chart in plain English. Enable Conversational Analytics in Analytics Settings, learn the measure-first phrasing that works, layer a second dimension, and see how it reuses the field colors you configured.","md",{},{"title":153},{"title":153,"description":403},{"id":409,"start":410,"end":411},"G3NLtd5A1VM",860,990,"We9EL0ktyEqUUZcZCGuHdWiTcK-6ia-Ghot09Pi76GM",[414,416],{"title":149,"path":150,"stem":151,"description":415,"children":-1},"Use the Fields panel inside a lens to edit a CRM Analytics dataset's metadata — default table columns, dimension labels, per-value colors, and measure number formats including currency — and understand why these changes apply everywhere.",{"title":17,"path":157,"stem":158,"description":417,"children":-1},"Take the graded CRM Analytics exam on lenses and explorations — the Analytics tab, apps and sharing, Explorer mode, chart and table modes, SAQL, dataset field metadata, and Conversational Analytics. Score 85% to pass; questions rotate.",[],1786788925109]