Slaesforce FAQ

how to use salesforce analytics wave

by Luz Homenick MD Published 2 years ago Updated 1 year ago
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Log in to your Analytics Developer Edition org. Open Analytics. In Lightning Experience, from the App Launcher (), find and select Analytics Studio. Or, in Salesforce Classic, select Analytics Studio from the app menu in the upper right.

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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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 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 do analytics in Salesforce?

Access your CRM Analytics home page from a tab within Salesforce. Alternatively, go to the CRM Analytics environment by opening the app menu or App Launcher in the Salesforce header and then finding and opening CRM Analytics Studio. The CRM Analytics home page is intuitive and personalized.

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.

How do I set up Analytics studio in Salesforce?

Click System Permissions to open the list of user permissions enabled by the CRM Analytics license. Then click Edit....Go to Salesforce Setup and enter Analytics in the Quick Find / Search field.Select Getting Started.Click Enable CRM Analytics.

How do I set up Einstein Analytics in Salesforce?

0:0011:01Einstein Analytics - Setting up Apps - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst. I look for the analytics section in setup. Click getting started and enable analytics inMoreFirst. I look for the analytics section in setup. Click getting started and enable analytics in doing so a bunch of processes ran in the background to actually start setting up the system.

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.

What is Salesforce Einstein Analytics?

Salesforce Einstein Analytics is the cloud-based analytical tool that allows Salesforce users to understand, aggregate, and visualize data coming from different locations, such as Salesforce, ERPs, data warehouses, and log files.

Does Salesforce have Analytics?

Analytics makes it easy to combine Salesforce data — or any other data — from across your business. Now you can instantly explore information, find insights, and take actions that help your whole team move forward.

Is Salesforce Einstein now tableau?

Salesforce renames Einstein Analytics to Tableau CRM Here's what Adam Selipsky, President and CEO of Tableau, said in an announcement: “The events of 2020 accelerated the need for companies to adapt to an all-digital, work from anywhere world and empower everyone to make better decisions faster.

How is Tableau different from Salesforce?

Salesforce reports and dashboards are the “go-to” option for quick reporting, however, you can hit a ceiling with native Salesforce analytics. Tableau CRM (TCRM) is a self-service data visualization and business intelligence (BI) platform that integrates Salesforce data with external data.

Is Salesforce Einstein analytics free?

The Einstein Analytics trial experience gives you a chance to explore features and more, free for 30 days.

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.

A Single, 360 Shared View of Every Customer

Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.

Leading Through Change

Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.

Gain Key Insights and Take Action with Sales Analytics

As the Salesforce admin for DTC Electronics, you’ve been working with Laura Garza, the World Wide Sales Manager, to get Sales Analytics set up. It’s working the way you want, so now it’s time to help her get ready for her meeting with the CEO tomorrow. You need to show her how to navigate the dashboards to find the metrics she asked you to provide.

Make the Quarter, Part 1: A Better Case

Her first step lies right inside the Company Overview dashboard. Find the Forecast Category filter at the top of the dashboard. You can see it’s set to All.

Make the Quarter, Part 2: Forecast and Actions

Laura sees that Harold Campbell and Catherine Brown both have low numbers. (Remember, the examples here may not be exactly what you see in your org. You can perform the same steps with the two reps with highest remaining quota in your org.) She can work directly with them to help the best case scenario become real.

Make the Future Happen Now: Trending and Sales Stage

You’ve helped Laura make things happen by lighting a fire under an opportunity. She’d like to do more of that! Laura’s wondering how she can pull business from the future into this quarter. Not a question she was thinking about before she started using Sales Analytics, but an important one for her success.

Upsell and Cross–Sell With Team Whitespace

Glancing through the other dashboards, Laura notices the Team Whitespace dashboard. She wonders if, true to it name, the dashboard reveals white space where DTC might find business it didn’t know it had. The answer: Yes! We included the dashboard just for that purpose, giving her one more way to help accelerate revenue.

Take a Quick Step Back: Are You Finding the Answers?

You can keep digging—so many places to look, and it’s so easy and fun to discover new insights. But let’s take a step back from the dashboards and numbers for a minute and see where we are. Remember your purpose: to make sure Laura has an overview of her business.

Look for the Top Performers

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.

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