Slaesforce FAQ

how to open wave analytics in salesforce

by Millie Wunsch Published 3 years ago Updated 2 years ago
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To enable wave-analytics feature you have to reach out Salesforce. Once this feature is enabled, admins have to assign required licences and permissions to users to access wave analytics. Wave-analytics vs reports and dashboards:

Full Answer

Who are Salesforce wave analytics main competitors?

Read the latest studies and reports from the world's best known business analysts.

  • See how Salesforce’s channel management solution — Sales Cloud PRM — can help drive partner sales and generate 319% ROI over three years. ...
  • IDC White Paper: The Salesforce Economy Forecast. ...
  • IDC Report: Worldwide Marketing Campaign Management Software Market Shares, 2019: Salesforce and Adobe Battle at the Top, Microsoft and HubSpot Post Strong Gains. ...

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How to integrate Google Analytics with Salesforce?

What Is Google Analytics?

  • Acquisition involves building awareness and acquiring user interest. ...
  • Behavior refers to the stage of the funnel where users engage with your business. ...
  • Conversion is when a user becomes a customer and transacts with your business. ...

What are the code analysis tools for Salesforce?

  • Code Optimization: Static analysis tools provide early insights into code errors and issues. ...
  • Speed: Manual code review is time-consuming. ...
  • Depth: Static code analysis tools analyze code in-depth and find weaknesses in the exact locations in the codebase. ...

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What are alternatives to Salesforce?

  • HubSpot is a far better choice for marketing than any other CRM including Salesforce
  • SugarCRM offers a great budget option, although it seriously lacks when it comes to customer service
  • Freshworks CRM has a genuinely good free tier (something Salesforce can't offer)

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How do I enable Wave analytics in Salesforce?

Click on Go to My Org. Click on Enable Analytics. On the Previous Page click on Verify Setup and Assign Permissions. Once this setup is complete, you'll see Analytics in the App picker.

How do I access Salesforce analytics?

In Salesforce Setup, enter Analytics in the QuickFind (search) field, then click Getting Started. Click Enable Analytics.

How do I access analytics studio in Salesforce?

Go to Analytics Studio in Salesforce by selecting the App Launcher in the upper left, then clicking the Analytics Studio tile. Click All Items in the left-hand column. This takes you to all your Analytics assets—app, dashboards, datasets, and lenses. You can see tabs for each of them along the top.

What is Salesforce wave analytics?

Salesforce Wave Analytics, also called Analytics Cloud, is a business intelligence (BI) platform from Salesforce.com that is optimized for mobile access and data visualization. The Wave mobile app allows users to work with large data files and create graphs, charts and other pictorial representations of data from them.

How do I open Analytics studio?

To start in the CRM Analytics Studio, from the App Launcher, find and open CRM Analytics Studio. To start in the Analytics tab, find and open the Analytics item. Each environment allows easy movement to the other.

How do I open Einstein Analytics in Salesforce?

Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher). But first, users need the license! Users' permissions are defined on their Salesforce user record, granted via a Salesforce permission set.

What is Salesforce Analytics studio?

The two main components of Einstein Analytics are the Analytics Studio, where you can build your Dashboards and explore datasets via Lenses, and the Data Manager, where you can load, prepare and transform your data from both Salesforce and external applications to eventually register everything in reusable datasets.

How do I activate Einstein Analytics?

0:221:30How to Enable Tableau CRM (Einstein Analytics) | SalesforceYouTubeStart of suggested clipEnd of suggested clipFirst you'll need to access setup. From here search for analytics and click on getting. Started.MoreFirst you'll need to access setup. From here search for analytics and click on getting. Started. Click enable analytics to turn on Einstein analytics. If you get an internal server error.

How do I open a CRM tableau in Salesforce?

Try Tableau CRM with a Developer Edition orgGo to developer.salesforce.com/promotions/orgs/analytics-de.Fill out the form using an active email address. ... Click Sign me up. ... Open and click the link in the activation email waiting in your inbox.Complete your registration, and set your password and challenge question.More items...

Is Wave analytics and Einstein analytics the same?

What Is Einstein Analytics? Salesforce Einstein Analytics is a product of Salesforce and a cloud-based platform. It is a rebranded analytics tool formerly known as Wave Analytics. Einstein Analytics is used for data exploration, visualization, and getting insights for business.

What is Einstein analytics in Salesforce?

Put simply, Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment. Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day.

What is a web analytics tool?

Web analytics tools report important statistics on a website, such as where visitors came from, how long they stayed, how they found the site and their online activity while on the site. In addition to web analytics, these tools are commonly used for product analytics, social media analytics and marketing analytics.

Make decisions with Wave Analytics

Now every member of your organisation can ask questions, get answers, and take action to move business forward from anywhere.

Mobile CRM from Salesforce

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

Mobile CRM from Salesforce

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

What is Business Intelligence?

Business Intelligence software is the bridge between a large collection of unstructured data and meaningful insights. BI has been around for many years and uses techniques such as data warehousing, data mining and predictive analytics to provide users with the insights to make informed business decisions.

Wave vs Analytics Cloud

You may have heard both of these terms being used interchangeably when people have talked about this new product, but they are actually very different.

Analytics Cloud vs Reports & Dashboards

You might be thinking to yourself, “Why would I need Analytics Cloud? Reports & Dashboards provide graphical representations just fine?”. Depending on the type of business you work for, this statement may very well hold true, not all companies are going to have a need for the Analytics Cloud.

Analytics Solution Elements

Similar to the dashboard in a standard Salesforce instance, the Wave dashboard is a combination of reports (known as “Lenses”) with possible filters, links, images, etc.

Trailhead

You’ve guessed it, there is also a trail dedicated to understanding and exploring the Salesforce Analytics Cloud, and when I say “explore” I mean, you get your own dedicated Analytics Cloud environment to put your newfound skills to test. The modules that make up the trail are:

Can sales analytics read your mind?

Again, it’s like Sales Analytics can read your mind. (Well, it’s not really that hard to imagine that sales managers would want to know how their teams are doing.) As she can with other KPIs, Laura can start with the home dashboard and dive deeper right from there.

Is Laura ready for the meeting?

Amazing! Laura is ready for the meeting. You’ve also answered additional questions she didn’t even know she had when you started and she took management actions—all the while learning how to find the most meaningful visualization of the relevant data. And it was fun!

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