CRM analytics Flashcards
What is CRM Analytics?
A Salesforce-integrated analytics solution for insights from Salesforce CRM data.
What was CRM Analytics previously called?
Previously Tableau CRM, and before that, Einstein Analytics.
What does CRM Analytics require to use?
A Salesforce CRM license alongside Tableau.
Why is CRM Analytics integrated with Salesforce?
To keep data within the Salesforce ecosystem and enhance native data visualization.
What is Einstein Discovery in Tableau?
A no-code machine learning feature for building and deploying models integrated with Tableau.
What are the two parts of Einstein Discovery?
Model building in Salesforce (no code) and deployment in Tableau for calculations and insights.
How are Einstein Discovery models used in Tableau?
For calculations in Tableau Desktop and Tableau Prep, and as a dashboard extension for additional insights.
Why is Einstein Discovery significant for businesses?
It makes machine learning accessible without requiring data science expertise.
How has Salesforce influenced the Tableau product suite?
Features like Einstein Discovery have been added, improving integration and functionality for Salesforce users.
