Skip to main content Join us at TDX in San Francisco or on Salesforce+ on March 5-6 for the Developer Conference for the AI Agent Era. Register now.
Task

Follow this Trailmix

Dive deep with content curated by Salesforce Success Cloud experts, in order to share domain thought leadership and design best practices.

+600 points
Module

CRM Analytics Basics

Uncover new insights from your business data using CRM Analytics.

~50 mins
+700 points
Module

CRM Analytics Dashboard Navigation

Find your way around dashboards and drill in to get the insights you need.

~1 hr 15 mins
+500 points
Module

CRM Analytics Administration Basics

Set up CRM Analytics and enable features and security.

~1 hr 10 mins
+400 points
Module

CRM Analytics Data Integration Basics

Bring your data into CRM Analytics and make it work for you.

~1 hr 15 mins
+300 points
Module

CRM Analytics Desktop Exploration

Learn best practices for exploring data on your desktop.

~1 hr 55 mins
+600 points
Module

CRM Analytics Dashboard Building Basics

Make magic happen with Analytics dashboards and the smarts of Einstein.

~2 hrs 20 mins
+500 points
Module

CRM Analytics for Sales App

Put Sales Cloud data to work with the powerful dashboards of the CRM Analytics Sales app.

~2 hrs
+400 points
Module

CRM Analytics for Service App

Get insights into your Service Cloud data with this prebuilt app.

~1 hr 40 mins
+300 points
Module

Event Monitoring

Discover insights into your Salesforce org with this powerful monitoring feature.

~35 mins
Link

Extending the Analytics Metadata

Learn how to prepare your data and metadata files to upload into an Analytics dataset.

~10 mins
+300 points
Project

Create a Custom Map for CRM Analytics Charts

Use GeoJSON to extend the mapping capabilities of CRM Analytics.

~1 hr 20 mins
Link

Bindings in Analytics Dashboards

Learn how bindings enable interactions among different components in a dashboard and how to control these interactions.

~15 mins
Link

Analytics Dashboard JSON Overview

Discover how editing JSON enables you to customize dashboard components and their interactions.

~10 mins
Link

Extended Metadata (XMD) Overview

Discover how XMD enables you to customize the formatting of dataset fields and their values in Analytics dashboards and lenses.

~10 mins
Link

Beyond Clicks Not Code

Use SAQL (Salesforce Analytics Query Language) to access data in Analytics datasets.

~10 mins
+200 points
Module

CRM Analytics Mobile Exploration

Get ready to explore your company's data from your mobile device.

~50 mins
Link

Analytics REST API Overview

Learn how to access Einstein Analytics features such as datasets, dashboards and lenses programmatically using the Analytics REST API.

~10 mins
Link

Introducing Analytics Templates

Get introduced to Analytics Templates and how others can use them to create apps.

~30 mins