Transform complex CRM data into actionable AI-driven predictions and native business intelligence.
Salesforce CRM Analytics, formerly known as Einstein Analytics, represents the pinnacle of native intelligence within the Salesforce Einstein 1 Platform. In 2026, the architecture leverages a hyper-converged data layer (Data Cloud) to provide real-time insights that transcend traditional BI. Unlike standalone tools, CRM Analytics is purpose-built for deep integration with Salesforce objects, allowing for seamless 'Action Framework' executions where users can trigger workflows directly from a dashboard. Technically, it utilizes the Salesforce Analytics Query Language (SAQL) for complex data manipulations and features Einstein Discovery for automated machine learning, enabling users to perform binary classification and regression without a PhD in Data Science. The 2026 market position focuses on 'Autonomous Analytics,' where Einstein Copilot proactively identifies pipeline risks and suggests corrective actions. Its architecture is optimized for high-volume data ingestion via Data Manager, supporting complex ELT processes that consolidate data from AWS, Snowflake, and Google BigQuery alongside native CRM data, ensuring a unified source of truth for enterprise decision-makers.
Augmented analytics that uses machine learning to identify patterns in data and provide predictive insights within dashboards.
The open-source BI platform that turns your dbt project into a governed, version-controlled analytics engine.
Transform raw data into real-time metrics with a powerful semantic layer and automated BI dashboards.
The AI-powered data scientist that automates complex analysis, visualization, and predictive modeling through sandboxed code execution.
The world's most adaptable EPM platform for autonomous financial and operational planning.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
A proprietary functional language used to access and manipulate data in CRM Analytics datasets.
Row-level security filters that dynamically restrict data based on the user's Salesforce profile and sharing rules.
A visual data preparation tool that allows for joins, aggregates, and formula fields across disparate datasets.
A metadata-driven layer that maps dashboard elements to Salesforce global actions and flows.
JSON-based logic that allows dashboard widgets to change dynamically based on user selections or query results.
Natural language interface that allows users to ask questions about their data and receive auto-generated visualizations.
Identifying which high-value deals are likely to slip past the current quarter.
Registry Updated:2/7/2026
Trigger a Slack alert to the account owner.
Proactively identifying at-risk subscription customers before they cancel.
Sales teams don't know which existing customers are missing key product lines.