Analytics Experience and Visualizations

Experience more responsive dashboards that load faster with improved caching. Download data to Excel files that include metadata about the export.

  • Get Improved Dashboard Performance with Better Caching
    Your dashboards are now more responsive and load faster with improved caching. Dashboard query results are now cached, increasing performance with fewer calls to the server.
  • Download Metadata from Lenses and Widgets
    Extract detailed insights and user-specific metadata that supports collaboration and informed decision-making through organized export files. With the new export option in CRM Analytics, you can download data from a lens or widget to an Excel file that contains information about the export. The Excel format with metadata can include the name of the user, the date and time of the export, dashboard and widget titles, groups and filters in the query, and the number of records downloaded.
  • Embed CRM Analytics Dashboards in LWR Sites (Beta)
    Let your customers view and interact with CRM Analytics dashboards in your Lightning Web Runtime (LWR) site by adding the CRM Analytics Dashboard component. For example, customers can view visualizations of account data alongside their account information.
  • Get More Functionality with the New Dashboard Lightning Web Component (Beta)
    Embed your CRM Analytics dashboards in Lightning Experience pages with the new, native CRM Analytics Dashboard Lightning web component. The component works seamlessly in Lightning Experience pages and LWR sites.
  • Create More Efficient Queries with Semi-Joins and Anti-Joins (Generally Available)
    Create cleaner queries with better performance and stop worrying about filter item limitations. Generate semi-join or anti-join results from different datasets in a single SAQL query using the join statement with a join_type specifier.

Analytics Experience and Visualizations (salesforce.com)