Data & Analytics

CRM Analytics: it’s for everyone

CRM Analytics is fully embedded within the Salesforce environment, but it can sometimes be difficult to move back and forth between standard Salesforce dashboards and your more extensive CRM Analytics dashboards; some will not even spot the difference.

In CRM Analytics, the standard Salesforce reports and dashboards can now be added to Collections to create more order while browsing. Another added feature on Collections is that they can be pinned or hidden with a single click. It can be used for homepages of colleagues using Salesforce with the Manage Analytics user permission.

The dashboards in your Collections you would like to share with colleagues can be done by simply copying the url to your Slack channels. A new feature is added for this when the CRM Analytics for Slack App is installed. When the dashboard link is shared in Slack, the recipient is directly offered some options on how to proceed with the link.

Automatically, your post will show more than just the url copied. For instance, the recipient can click on View Details, or Open directly in Salesforce. The only thing needed is the CRM Analytics for Slack App, to which your recipients are directly invited to install once such a CRM Analytics link is shared.