trailhead

Start Exploring Analytics

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe what Salesforce Analytics is.
  • Explain how Analytics can benefit your business.
  • Sign up for a special Analytics Developer Edition org.

Presenting Salesforce Analytics

Analytics brings instant insight to every member of your team.

Your company data lives in different locations, such as Salesforce, ERPs, data warehouses, and log files. When viewed together, all this data can be a gold mine, changing the way you see your business and improving your customers’ entire experience. Analytics solves the challenge of combining all this information to answer key questions of your business users.

Analytics is Salesforce—secure, trusted, scalable, and, of course, mobile! It enables everyone in your org to get immediate access to powerful data insights through its intuitive point-and-click visual interface. Whether you’re on a desktop browser or a mobile device, you can get the answers you need from your data in order to run your business.

Examples of Analytics on smartphones

The technology powering Analytics is a game changer, allowing you to bring self-service business intelligence to your teams. No need to wait for IT to wrangle data and create complex queries. No schemas need to be designed. No installation required. Just get in! Get dirty! Get answers now with Analytics!

Examples of Analytics used across platforms

What Can You Do with Analytics?

Analytics is a self-service application that enables you to make sense of large amounts of data. You can explore your data to discover new, unexpected insights. Get instant visualizations that show how your business is doing, and even gaze into the future to see what the coming months might bring. And create dashboards to continually monitor key business metrics based on the latest data.
How does it work? Create aggregated views of your disparate data—Salesforce or external data—by loading it into datasets, and then slice and dice the data to get the answers you need to run your business. All inside Salesforce. Save your insights, share them with others, and start discussions about them in Chatter.
Product overview diagram

Start Exploring Your Data

As you’re getting started with Analytics, we’ll explore dashboards, then show you how easy it is to explore, visualize, and share on your desktop and mobile devices.

Because there’s no point analyzing data without a goal, we’ll walk you through explorations based on concrete business use cases, all in the context of a story. Explorations are designed to help you better understand your business and make data-driven decisions. In this story, explorations will show you how to take a question and get an answer from your data. You’ll see that new questions often arise as you’re exploring the data. Instead of waiting for someone to provide an answer, you’ll be able to use Analytics to answer the new question instantly.

Let’s dive into the story.

Welcome to Your New Job!

You’ve just joined as a sales manager for DTC Electronics, a leading provider of laptops, tablets, and other hardware devices. Welcome to the team—you're destined to become a great sales manager, with the help of Analytics!

One of your first goals is to help your group make decisions based on data analysis. DTC chose Analytics because it’s a self-service application that provides fast time to value. You have a ton of sales data already in Salesforce that you want to explore using Analytics. Later, you might want to pull in other Salesforce data, like cases—as well as external data—to give you a 360-degree view of your business.

So, are you ready? To complete these explorations and earn the trail badges, we’ll provide you with a special Developer Edition org that comes with Analytics and contains sample data and a sample app from your new company. We’ll cover how to get the special org next.

Try Analytics with a Developer Edition org

A free Developer Edition org is a safe environment where you can practice the skills you’re learning, and you’ll definitely need one as you work through the challenges here on Trailhead.
Important

Important

For this trail, you can’t use an existing Developer Edition org. You must sign up for this special Developer Edition because it comes with a limited Analytics Platform license and contains a sample Analytics app and data required for this trail. Even if you already have an Analytics-enabled Developer Edition org, sign up for a new one now. The older Analytics-enabled Developer Edition orgs don’t get recently released features, so signing up for a new one ensures that you get the latest and greatest.

Let’s get you set up so you can log in and start working with Analytics.

  1. Go to developer.salesforce.com/promotions/orgs/wave-de.
  2. Fill out the form using an active email address. Your username must also look like an email address and be unique, but it doesn’t need to be a valid email account. For example, your username can be yourname@waverocks.de, or you can put in your company name.
  3. After you fill out the form, click Sign me up. A confirmation message appears.Confirmation message appears, asking you to check your email.
  4. When you receive the activation email, open it and click the link.
  5. Complete your registration, and set your password and challenge question.
    Tip

    Tip

    Write down or remember your credentials. To log in and play, just go to login.salesforce.com.

  6. Click Save.

    You’ll be logged in to your Developer Edition org and redirected to the Setup page.

Way to go! You now have a Salesforce org with your DTC Electronics sales app and data!

To be fair, we have made things a little easier for you in this trail by creating an org that already has all sorts of goodies ready to go. The org has Analytics enabled, it has all necessary permissions defined, and it includes an Analytics app with some pre-loaded test data. If you want to learn about the admin work for enabling and setting up Analytics, check out the trail called Build and Administer Analytics.

For now, complete the hands-on challenge below and then jump into the next unit to learn your way around your new Analytics home page.

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