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Salesforce CRM Analytics

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What Salesforce CRM Analytics is

Salesforce CRM Analytics is Salesforce’s native analytics experience for insights inside CRM workflows. It helps users ask questions, predict outcomes, receive recommendations, and act. The service includes dashboard creation and editing, ready-made dashboards, KPIs, and analytics data models for Salesforce business lines and industry clouds. Data may come from Salesforce or external ERP and transaction systems, data lakes, warehouses, and semistructured device or website data. Documented database connectors include Amazon Athena, Google BigQuery, Snowflake, Databricks, Microsoft Azure, SAP HANA Cloud, and Zendesk. Teams can find, share, and discuss insights in Slack through subscriptions and notifications. CRM Analytics runs in the cloud, with web, API, iOS, and Android access. Mobile support covers iOS 16 or later and Android 5 or later. Salesforce says it inherits Salesforce security, permissions, role hierarchy, and compliance standards and can scale to 10 billion rows. Growth starts at $140/user/mo billed annually; there is no free plan, but a free trial is available.

Who it suits

It suits sales, service, and business teams that need analytics closely integrated with Salesforce CRM and data from multiple sources.

What it does well

  • Combines dashboards, KPIs, and analytics data models
  • Accepts Salesforce and extensive external data sources
  • Supports Slack sharing, subscriptions, and notifications
  • Offers natural-language and automated insight capabilities
  • Available on web, API, iOS, and Android

What to know first

  • No free plan
  • Starting price is $140/user/mo billed annually
  • iOS access requires iOS 16 or later
  • Android access requires Android 5 or later

Limits

The paid offering starts at $140/user/mo billed annually, and there is no free plan. CRM Analytics Growth includes Sales Analytics, Service Analytics, Analytics Studio, and Data Platform; CRM Analytics Plus adds Einstein Discovery.

Plans

PlanBilled and limitsPrice
CRM Analytics GrowthUSD/User/Month (Billed annually) · Sales Analytics and Service Analytics · Analytics Studio · Data Platform$140
CRM Analytics PlusUSD/User/Month (Billed annually) · Everything in CRM Analytics Growth · Einstein Discovery$165

As salesforce.com lists them, read 29 Sept 2026. The maker's own page has the final word.

Getting started

  1. Open the Salesforce CRM Analytics website
  2. Start the free CRM Analytics trial
  3. Use the web app or API
  4. Connect Salesforce or external data sources
  5. Create or edit dashboards and KPIs
  6. Access mobile apps on supported iOS or Android versions

Verdict

CRM Analytics places forecasting, explanations, recommendations, and dashboards within Salesforce workflows. Its external data support and connectors extend analysis beyond Salesforce records.

Questions

Does CRM Analytics have a free plan?

No. Salesforce offers a free CRM Analytics trial, while paid plans start at $140/user/mo billed annually.

Which platforms support CRM Analytics?

It is available on the web and through an API, plus iOS devices running iOS 16 or later and Android devices running Android 5 or later.

What data can it use?

It can use Salesforce data and external ERP, transaction, lake, warehouse, device, and website data.

Can it connect with Slack?

Yes. Users can find, share, and discuss insights in Slack, including through subscriptions and notifications.

What are the CRM Analytics plans?

CRM Analytics Growth is listed at $140 a year, billed USD/User/Month billed annually. CRM Analytics Plus is listed at $165 a year, billed USD/User/Month billed annually, and adds Einstein Discovery.

Facts from Salesforce CRM Analytics's own pages

Connectors
Salesforce documents database connectors for services including Amazon Athena, Google BigQuery, Snowflake, Databricks, Microsoft Azure, SAP HANA Cloud, and Zendesk. · help.salesforce.com, 29 Sept 2026
Data sources
CRM Analytics can use Salesforce and external data, including ERP and transaction data, data lakes, warehouses, and semistructured data from devices and websites. · salesforce.com, 29 Sept 2026
Features
It includes dashboard creation and editing, out-of-the-box dashboards, KPIs, and analytics data models for Salesforce business lines and industry clouds. · salesforce.com, 29 Sept 2026
Founded
1999 · salesforce.com, 28 Sept 2026
Headquarters
San Francisco, California · salesforce.com, 28 Sept 2026
Integrations
Users can find, share, and discuss CRM Analytics insights in Slack, including through subscriptions and notifications. · salesforce.com, 29 Sept 2026
Mobile
CRM Analytics is available on iOS devices running iOS 16 or later and Android devices running Android 5 or later. · help.salesforce.com, 29 Sept 2026
Purpose
CRM Analytics is Salesforce’s native analytics experience, providing AI-powered insights in the flow of work so users can answer questions, predict outcomes, get recommendations, and act. · salesforce.com, 29 Sept 2026
Scale
Salesforce says CRM Analytics can scale to 10 billion rows of data. · salesforce.com, 29 Sept 2026
Security
Salesforce says CRM Analytics inherits Salesforce security, role hierarchy, permissions, and compliance standards. · salesforce.com, 29 Sept 2026
Support
The Standard Success Plan, included with all licenses, provides access to knowledge articles, documentation, Trailhead, and the Trailblazer Community. · salesforce.com, 29 Sept 2026
Trial
Salesforce offers a free CRM Analytics trial, but the page does not state its duration. · salesforce.com, 29 Sept 2026
Who it is for
Salesforce describes CRM Analytics as suited to teams that need analytics and insights deeply integrated into Salesforce CRM, including sales reps, service agents, and business users. · salesforce.com, 29 Sept 2026

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