Salesforce CRM Analytics
Salesforce CRM Analytics is Salesforce’s native analytics experience, designed to put insights into users’ workflows.
What Salesforce CRM Analytics is
Salesforce CRM Analytics is Salesforce’s native analytics experience, designed to put insights into users’ workflows. It helps users answer questions, predict outcomes, get recommendations, and act, with dashboard creation and editing, ready-made dashboards, KPIs, and analytics data models for Salesforce business lines and industry clouds. Data can come from Salesforce or external 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. Users can find, share, and discuss insights in Slack, including through subscriptions and notifications. Mobile access is available on iOS 16 or later and Android 5 or later. Salesforce says the product inherits its security, role hierarchy, permissions, and compliance standards, and can scale to 10 billion rows.
Good
- Combines Salesforce and external data
- Includes dashboards, KPIs, and analytics data models
- Insights can be shared and discussed in Slack
- Free trial is available
Watch out
- No free plan
- Mobile use requires iOS 16 or Android 5
Who it suits
CRM Analytics suits Salesforce-centered teams looking for analytics integrated into CRM, including sales reps, service agents, and business users. It may also suit teams bringing external data into Salesforce workflows.
Verdict
CRM Analytics is aimed at teams that want analytics embedded in Salesforce workflows and connected to varied data sources. Consider the annual per-user starting price and mobile operating system requirements before choosing it.
Plans and prices
From Salesforce CRM Analytics's own pricing page, checked 29 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| CRM Analytics Growth | $140 | Sales Analytics and Service Analytics · Analytics Studio · Data Platform · USD/User/Month (Billed annually) |
| CRM Analytics Plus | $165 | Everything in CRM Analytics Growth · Einstein Discovery · USD/User/Month (Billed annually) |
The facts
Each one read from Salesforce CRM Analytics's own pages, with the date it was checked.
What it does
- Connectors
- Salesforce documents database connectors for services including Amazon Athena, Google BigQuery, Snowflake, Databricks, Microsoft Azure, SAP HANA Cloud, and Zendesk.checked 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.checked 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.checked 29 Sep 2026
- Integrations
- Users can find, share, and discuss CRM Analytics insights in Slack, including through subscriptions and notifications.checked 29 Sep 2026
- Mobile
- CRM Analytics is available on iOS devices running iOS 16 or later and Android devices running Android 5 or later.checked 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.checked 29 Sep 2026
- Scale
- Salesforce says CRM Analytics can scale to 10 billion rows of data.checked 29 Sep 2026
- Security
- Salesforce says CRM Analytics inherits Salesforce security, role hierarchy, permissions, and compliance standards.checked 29 Sep 2026
- Support
- The Standard Success Plan, included with all licenses, provides access to knowledge articles, documentation, Trailhead, and the Trailblazer Community.checked 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.checked 29 Sep 2026
The company
- Founded
- 1999checked 28 Sep 2026
- Headquarters
- San Francisco, Californiachecked 28 Sep 2026
Money
- Trial
- Salesforce offers a free CRM Analytics trial, but the page does not state its duration.checked 29 Sep 2026