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Salesforce CRM Analytics
San Francisco, California
What it is
Salesforce CRM Analytics brings analytics into Salesforce work so users can explore questions, forecast outcomes, receive recommendations, and act. It includes tools to build and edit dashboards, ready-made dashboards, KPIs, and analytics data models for Salesforce business lines and industry clouds. Data can come from Salesforce or outside sources such as 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, including through subscriptions and notifications. The cloud service is available on the web, through an API, and on iOS 16 or later and Android 5 or later. Salesforce says it inherits the platform’s security, role hierarchy, permissions, and compliance standards, and can scale to 10 billion rows. CRM Analytics Growth starts at $140/user/mo billed annually; Plus is $165/user/mo billed annually. There is no free plan, but a free trial is available with no duration stated.
For and against
For
- Dashboards, KPIs, and analytics data models are included.
- Works with Salesforce and external data sources.
- Insights can be shared and discussed in Slack.
- Supports forecasting and automated insights.
- Available on web, iOS, Android, and API.
Against
- No free plan is listed.
- Growth starts at $140/user/mo billed annually.
- Mobile support requires iOS 16 or Android 5 or later.
The verdict
CRM Analytics combines Salesforce-focused dashboards and AI-assisted insights with access to external data and Slack sharing. It is a paid option starting at $140/user/mo billed annually, with a free trial available.
Who it suits
It suits sales teams, service agents, and business users who need analytics integrated into Salesforce CRM. Teams working with Salesforce and external data can use its dashboards and data models.
Plans and prices
CRM Analytics Growth
Sales Analytics and Service Analytics · Analytics Studio · Data Platform
Read 29 Sep 2026 · salesforce.com
CRM Analytics Plus
Everything in CRM Analytics Growth · Einstein Discovery
Read 29 Sep 2026 · salesforce.com
On the record
- Connectors
- Salesforce documents database connectors for services including Amazon Athena, Google BigQuery, Snowflake, Databricks, Microsoft Azure, SAP HANA Cloud, and Zendesk.help.salesforce.com · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 2026
- Integrations
- Users can find, share, and discuss CRM Analytics insights in Slack, including through subscriptions and notifications.salesforce.com · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 2026
- Scale
- Salesforce says CRM Analytics can scale to 10 billion rows of data.salesforce.com · read 29 Sep 2026
- Security
- Salesforce says CRM Analytics inherits Salesforce security, role hierarchy, permissions, and compliance standards.salesforce.com · read 29 Sep 2026
- Support
- The Standard Success Plan, included with all licenses, provides access to knowledge articles, documentation, Trailhead, and the Trailblazer Community.salesforce.com · read 29 Sep 2026
- Trial
- Salesforce offers a free CRM Analytics trial, but the page does not state its duration.salesforce.com · read 29 Sep 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 · read 29 Sep 2026