Data & Analytics

CRM Analytics: Building applications

Drilling down through data hierarchies to get to the lowest level of detail (grain) is common practice for dashboard users to find concrete examples (use cases) of certain data trends.

With single click interaction it is now possible to move from page to page within dashboards. It will guide users from a bar chart (1) to a referenced widget that contains lower grain data (2). The feature is now generally available (GA).

These data hierarchy drills can also be relevant when using parent-child relationships between objects. Salesforce-native functionality to create those relationships is now embedded as a standard for new dashboards.

In the past, object relationships were not automatically recognized or had to be rebuilt in data-prep functionality such as a recipe. This means that for instance opportunities related to an account can be tracked in CRM-Analytics with only a few clicks, no-code guaranteed.

For code-lovers, CRM-Analytics is also the place to be. Let’s say there is a direct connection to a cloud-based data warehouse in Snowflake on which some extensive (not out of the box) calculations are run.

The way to go used to be to enable Analytics Direct Data for external sources in Setup. Now, simply create a lens on your Snowflake live dataset and from the section where measures are selected, look for the button ‘Add Formula’.