Learn Data Visualization

Bring your data to life by creating stunning dashboards in CRM Analytics. Go above and beyond by leveraging the whole data visualization platform to bring data in front of your users.

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Explore data with Lightning Reports

Use Lightning Reports and Dashboard to get a real-time view of Salesforce data.

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Create insights with templates

Get up and running quickly with templated analytics apps and dashboards. Use them as-is or customize them and make them your own.

New Account Segmentation Template using Clustering Transform

New Account Segmentation Template using Clustering Transform

Create clusters with the cluster smart transform. Explore and compare key difference plus do white space analysis based on opportunities and products.
/ / Connect and Prepare Data, Templated Analytics, Winter 22
Account Discovery with Cohort Benchmarking

Account Discovery with Cohort Benchmarking

Insight into how you can customize the Account Discovery dashboard within Revenue Intelligence.
/ / Get Insight and Analyze Data, Spring 23, Templated Analytics

Make dashboards dynamic with bindings

Make your dashboards even more dynamic and flexible with the use of bindings aka interactions. See the official documentation here.

Einstein Analytics: Demystifying Bindings – Part 1

Learn the different components of a binding and what they mean.
/ / Bindings, Get Insight and Analyze Data, Winter 19

Einstein Analytics: Demystifying Bindings – Part 2

Learn how to do filter bindings in SAQL.
/ / Bindings, Get Insight and Analyze Data, Winter 19

Einstein Analytics: Demystifying Bindings – Part 3

Learn how to do grouping and measure bindings in SAQL.
/ / Bindings, Get Insight and Analyze Data, Winter 19

Einstein Analytics: Demystifying Bindings – Part 4

Learn how you can do different date bindings.
/ / Bindings, Get Insight and Analyze Data, Winter 19

Einstein Analytics: Demystifying Bindings – Part 5

Learn how to create nested bindings.
/ / Bindings, Get Insight and Analyze Data, Spring 19

Einstein Analytics: Demystifying Bindings – Part 6

Learn how to do bindings in compare tables.
/ / Bindings, Get Insight and Analyze Data, Spring 19

Create custom queries with SAQL and SQL

Go beyond point and click and create your own custom queries with Salesforce Analytics Query Language (SAQL) or SQL.

A Look to the Future with Timeseries – Part 1

/ / Get Insight and Analyze Data, SAQL, Winter 19

A Look to the Future with Timeseries – Part 2

/ / Get Insight and Analyze Data, SAQL, Winter 19

SAQL simply explained – Part 1

An introduction to SAQL and understand a basic SAQL query.
/ / Get Insight and Analyze Data, SAQL, Summer 19

SAQL simply explained – Part 2

Understand how order and multiple groupings and measures are used.
/ / Get Insight and Analyze Data, SAQL, Summer 19

SAQL simply explained – Part 3

Understand how to use filters in SAQL.
/ / Get Insight and Analyze Data, SAQL, Summer 19

SAQL simply explained – Part 4

Understand how the cogroup statement works.
/ / Get Insight and Analyze Data, SAQL, Winter 20

Create stunning visualizations

Leverage the many different widgets in the dashboard editor to create stunning dashboards.

Query data directly from connectors

Use the direct query options to get live data from Salesforce or external data sources using available connectors.

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Extend and make actionable insights

Extend the capabilities of dashboards further for the benefit of your users and allow them to make better decisions and take actions on insight.

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