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Level up Your Data Skills With the New CRM Analytics Release

Some of the best new features in the release will give you more tools for working with data and pulling insights.

An illustration of the Einstein mascot doing a water sport. CRM Analytics summer release
One new feature augments natural language querying and autocompleted suggestions to help you find insights quickly and easily.

The CRM Analytics Summer ’22 Release is here! And it brings a variety of exciting updates and new features. The new release from CRM Analytics (formerly known as Tableau CRM) will allow you to seamlessly access, collaborate, and share insights from anywhere. 

Let’s look at some exciting features in the Summer ’22 release:

  • Leverage machine learning to extract keywords from large text fields with Einstein Discovery Text Clustering.
  • Discover data insights using natural language search and automated recommendations with the Ask Data for Salesforce.
  • Bring data to every conversation and share insights and predictions from anywhere with the CRM Analytics app for Slack and Predictions in Slack.
  • With new enhancements in Data Manager, get the additional features built around recipe sharing (folders), recipe chaining, and recipe visualization.

Let’s take a deeper look at some of the biggest new features in this CRM analytics summer release.

Discover insights from your unstructured data

Today’s businesses are resting on massive amounts of data, the majority of which is unstructured. The most common type of unstructured data is text. Unstructured text data is generated in various forms, including survey responses, emails, messages, social media sites, and blog posts. To access the unused insights from the unstructured data, we are introducing Einstein Discovery Text Clustering in Summer ’22.

Today’s businesses are resting on massive amounts of data, the majority of which is unstructured. 

Unstructured data in raw form often cannot be used to input into discovery. With Text Clustering, you can discover key words from large text fields to make data-related decisions. The words that have less information are clustered together and added to a separate bucket. This way, you can focus on the important keywords to uncover hidden insights and improve decision-making by reducing unstructured data. The clusters of rows show the top three keywords for each cluster. You can uncheck clusters to filter them into other categories.

In the demo below, you will see how using Text Clustering, we can pull key words from a raw field and input them into the discovery model and story. Not only that, but you can also check the types of words driving it from the story. Check out the video for more details.

Ask data a question and search insights with Ask Data for Salesforce

With Ask Data for Salesforce, you can ask questions from the data without building a dashboard. It augments natural language querying and autocompleted suggestions to help you find insights quickly and easily. You can select any data, fields, and values to map with your question. 

With Ask Data for Salesforce, you can ask questions from the data without building a dashboard.

The search insight page recommends top insights consisting of a configured visualization or metric. It also includes recommended next best insights and related dashboards matching your search. Additionally, it gives you the chance to revise your questions on the spot. You can dive into the associated items directly and share and explore the next best insights right from the page.

Note: Ask Data for Salesforce is enabled by default in production orgs with 1,000 or more reports. The service becomes available 24 hours after it’s enabled. If you have fewer than 1,000 reports in production, but you want to try Ask Data for Salesforce, contact Salesforce Support.

Collaborate and share insights from anywhere with CRM Analytics for Slack

You can now leverage Slack’s collaborative competence to provide insights to a broader audience. By integrating CRM Analytics (Formerly called Tableau CRM) dashboards and Einstein predictions into Slack, you can increase collaboration and decision-making.

CRM Analytics for Slack empowers everyone with real-time insights and most important metrics right within their Slack workflows. It gives access to AI-powered recommendations and insights within Slack and allows everyone to take action to drive results. 

For example, you can browse for recent and favorite dashboards, reports, and lenses, or if you want to share specific insights with your manager, browse and share the dashboard directly from Slack. Share a snapshot of the dashboards and your finding with your entire team or channels and loop in external partners, vendors, or customers with Slack connect.

Stay on top of all your data with notifications and subscriptions. Whenever your metrics meet certain thresholds, you get notified automatically, and you can also select to alert a specific team or channel. You can also get regular snapshots of reports, dashboards, and CRM Analytics dashboards.

Customers can access AI-powered predictions from Einstein Discovery right within Slack and share them with their team. Predictive models can be applied to a report’s base object to obtain aggregated predictions.

Unlock new Data Manager enhancements in the CRM analytics summer release

With our new, revamped Data Manager, you can instantly access all your data. You can view all the connections in the column list in the connection view and get clearer visibility of your data usage and limits from the new Usage view.  

You will get advanced functionality with a brand new look when you open the Data Manager from the Analytic Studio home page. There is always a risk that the data volume or the processing might exceed any of the limits we specify for our product, so having a centralized view of these limits is essential. You can check if a product is nearing its limit from the usage section. You can also switch between CRM Analytics and Salesforce Data Pipelines if you have the correct license. 

This screenshot from the new Data Manager shows how you can improve execution, usability, and scalability.

The new Data Manager focuses more on Data recipes than Dataflows. With this new enhancement, we encourage all customers to use data recipes. But, data flows are not going away completely. You can manage your dataflows or create live datasets by opening the old data manager link provided at the bottom. 

Aditi Patel is an Associate Technical Product Marketing Manager on the Tableau product marketing team. She builds first-class demo experiences and scripts used at scale for prospects and customers. She drives CRM Analytics release marketing efforts, and builds various technical marketing assets. She has been with Salesforce for almost two years, starting as a demo engineering contractor.

More by Aditi

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