CRM Analytics
by Salesforce
Salesforce-native analytics (formerly Tableau CRM / Einstein Analytics); the REST API returns datasets, dashboards, lenses and SAQL results.
- Category
- Cloud & Data Platforms
- Type
- BI & reporting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Datasets
- Dashboards
- Lenses
- Saql query results
- Dataflow jobs
Load CRM Analytics datasets into your Lake and model it in the Warehouse with the rest of your stack.
Need more? Name any other CRM Analytics data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
CRM Analytics uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Salesforce if you need help.
04How it works
How it works in DataMind.
-
Pick CRM Analytics.
Open Lake, pick CRM Analytics in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the CRM Analytics API docs.
-
Answer a few questions.
The AI reads the CRM Analytics documentation, then asks which credentials you will use, which data to sync (for example datasets and dashboards), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then CRM Analytics data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
