Set Up CRM Analytics Apps
Learning Objectives
What Are CRM Analytics Apps?
Nice work! You've given your org access to CRM Analytics. But you’re not quite done. Your boss also wants people to use the Sales Analytics app since it provides useful prebuilt dashboards. Luckily, Sales Analytics app setup is very similar to the setup for CRM Analytics. In fact, all CRM Analytics apps have a similar setup process.
CRM Analytics apps tell easy-to-follow stories through interactive, ready-made dashboards that give you a visual summary of your Salesforce data. Think of a CRM Analytics app as being built on top of CRM Analytics. All the work to create a really useful dashboard—all the queries, design work, faceting, making everything look good—has already been done for you!
The Sales Analytics app uses data from Sales Cloud to tell your company’s sales story. Service Analytics does the same with your Service Cloud data. And Event Monitoring Analytics pulls data from Salesforce event logs.
These apps use data you already have in Salesforce to show you the state of your business. CRM Analytics apps can help you turn that data into smarter actions to accelerate new business.
Learn More About CRM Analytics Apps
If you're interested in taking advantage of prebuilt CRM Analytics Apps, explore more with these Trailheads:
- CRM Analytics for Sales App
- CRM Analytics for Service App
- Customize the CRM Analytics Customer Insights App
Some apps require other steps or wizards to configure particular features. And of course, if an app works with specific Salesforce data, it needs access to those objects. The Help documentation can guide you on these specifics.
