CRM Analytics Resources You Should Know

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Discover a treasure trove of valuable CRM Analytics resources you should know. From Salesforce’s official documentation and training materials to insightful blog posts and tutorials from industry experts, this collection of links is designed to empower you with the knowledge and skills needed to master CRM Analytics.


Explore best practices, data visualization techniques, predictive modeling strategies, and more, as you unlock the full potential of your Salesforce CRM. Whether you’re a beginner or an experienced analyst, these resources will guide you on your journey to becoming a CRM Analytics guru, equipping you with the tools to drive data-driven decision-making and enhance customer relationships.

  • Initial CRM Analytics Setup. This post will explain how to setup basic CRM Analytics in your org.
  • SAQL Developers Guide. This is the online SAQL guide from Salesforce. You will be here constantly (and Google and ChatGPT) trying to solve any custom queries you will need for more advanced dashboards and lenses.
  • Trailblazer Community for CRMA Group. One big help in the beginning was the Trailblazer community. You will see how everyone wants to help each other succeed in this forum. Response is pretty fast too!
  • DataTribe Slack Channel. If you have access to Slack, then this may be a good option for you. It can be more immediate than the community group and it contains other channels like #jobpostings, #freelance, #events and #announcements.
  • Best Practices. Resources used to be scattered everywhere in the beginning. It’s good to see how they are trying to centralize best practices in one place.
  • Trailblazer Content. This Trailblazer document also lists helpful resources and it contains links to blogs and channels as well.
  • Learn CRM Analytics Thru Video. Sometimes, it is hard to learn by reading; so, this link lists a page of video playlists for all areas of CRM Analytics.

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