Analytics Enhancements in Salesforce Summer’ 23 Release

Updated:

September 5, 2023

⏱️ 5 minutes

The latest release of Salesforce Summer ’23, has introduced a host of new enhancements aimed at improving the analytics capabilities of the platform. These analytics enhancements in Salesforce Summer ’23 are set to empower businesses with insights and actionable data, enabling them to make informed decisions and drive growth.

In this blog, we’ll explore the specific analytics enhancements that Salesforce introduced in Summer ’23 and how they can help businesses leverage data-driven insights to achieve their goals.

The Summer ’23 release of Salesforce brings new analytics capabilities that are improved and novel.

1. Unified Analytics Experiences

In the Summer ’23 release of Salesforce, the Analytics tab and Slack have been integrated to provide a seamless user experience. In a single unified platform, individuals now have the ability to engage with their Lightning reports and dashboards, leverage CRM Analytics resources, and access Einstein Discovery models and forecasts, facilitating seamless interaction across all these features.

The Analytics tab serves as a hub for Lightning reports and dashboards, and CRM Analytics assets, offering advanced search, recommendations, and collections of all analytics. Furthermore, users now have the convenient option to effortlessly distribute analytics with their peers within their Slack workspaces and channels. This can be achieved by utilizing the “Post to Slack” feature available on Lightning dashboards and leveraging the CRM Analytics for Slack application.

To further streamline analytics management, the updated Analytics home provides a personalized environment for CRM Analytics, reports, and dashboards. This cohesive and intelligent experience eliminates the need to manage analytics scattered across different tools, making it easier to find the needed analytics. By utilizing the CRM Analytics for Slack application, recipients gain the ability to access comprehensive dashboard information, share and subscribe to dashboards, view real-time updates, and conveniently open the dashboard directly in Salesforce.

Overall, these enhancements enable Salesforce users to unify their analytics and collaborate more effectively, leading to better decision-making and efficiency. The Summer ’23 release of Salesforce represents a significant step forward in the platform’s analytics capabilities.

2. Lightning Reports and Dashboards

Salesforce Summer ’23 offers a unified and seamless experience for all Analytics assets by making the Analytics tab the centralized hub for Lightning reports and dashboards. Unleashing additional potential for Unlimited Edition users, they can elevate their Lightning dashboards by incorporating visuals, enriching the content with text formatting options, and implementing up to five customizable dashboard filters.

The updated Lightning dashboard now supports up to 25 widgets, including 20 charts and tables, two images, and 25 rich text widgets. Users can also add company logos, branding, and flow diagrams to explain dashboard charts, metrics, and tables. They can guide users through data with section titles, narrative text, and even animated GIFs. In addition, users can refine and target dashboard data by applying up to five filters, reducing redundancy and saving time and effort. The limit for filters was previously three.

To share analytics with colleagues across Slack workspaces and channels, users can utilize the “Post to Slack” option on dashboards. Dashboard details can be accessed by recipients who can view, share, subscribe, and even take a real-time snapshot of the dashboard. Additionally, they can easily open the dashboard within Salesforce for further analysis.

The new Analytics tab serves as a cohesive and personalized environment for all analytics, providing a centralized location tailored to data needs. The intuitive search functionality enables users to quickly find the data they need, while Collections allow them to curate and categorize important data and insights, promoting collaboration with colleagues.

3. CRM Analytics

Salesforce has recently launched Summer ’23, a new update that includes a range of analytics enhancements to help businesses analyze and act on data more efficiently. By implementing these enhancements, including lenses, widgets, and dashboards, organizations can embrace the adaptability and agility required for achieving success in today’s dynamic business landscape.

Unify Your Analytics with Analytics Home (Generally Available)

The new Analytics Home provides a personalized environment that unifies all of your CRM Analytics, reports, and dashboards. You can now organize all your analytics in a cohesive and intelligent experience without having to use multiple apps. For example, you can add Lightning and CRM Analytics dashboards to the same collection, making it easier to organize and categorize your work. You get access to all your analytics in one place, making it easier to stay on top of your data.

CRM Analytics Visualization and Dashboard Building

With responsive components, easily changed column names, and single-click action enhancements, you can streamline your dashboard experience. Performance improvements and Dashboard Inspector 2.0 allow you to get data to your users faster.

Analytics Development

Salesforce has improved the Analytics Interactions guide and changed the location of the mobile beta testing sign-up. In addition, updates to the Analytics Connect REST APIs, the wave:sdk Aura component, and more are now available.

4. Analytics Apps

Salesforce Summer ’23 brings a host of new and updated features to Analytics Apps. These enhancements include improvements to intelligent apps as well as pre-built CRM Analytics apps tailored to specific industries.

Revenue Intelligence App

Introducing the Revenue Intelligence application, a robust sales solution that seamlessly merges CRM Analytics dashboards and analytics with a user-friendly flow chart depicting pipeline progress in Pipeline Inspection. With the most recent advancements, users can unlock the advantages of improved data visualization and analytics, empowering them to uncover profound insights into their sales pipeline.

Industry Analytics Apps

Salesforce has also introduced several updates to its pre-built CRM Analytics apps designed for specific industries. These industry-specific apps have been enhanced to provide more in-depth and relevant insights into key business metrics. Irrespective of your industry, whether it be healthcare, finance, or retail, these applications are designed to empower you with a comprehensive comprehension of your business operations, enabling you to make well-informed decisions with confidence.

5. Einstein Discovery

Enhance Recommendations with Customized Rules (Beta)

Customize Einstein’s recommended improvements to align with your business objectives and constraints. For example, optimize field service appointments to improve customer satisfaction while minimizing travel time. Or, prioritize sales opportunities based on revenue potential, time limits, and budget constraints.

To empower Decision Optimization, a feature accessible in both Lightning Experience and Salesforce Classic within CRM Analytics, users can leverage this functionality in Developer Edition as well as Enterprise, Performance, and Unlimited editions, with an optional additional cost. And users can also follow these steps:

Go to Setup.
Click on the Einstein Discovery Settings page.
Turn on the Decision Optimization toggle.

Note that this feature is currently in beta and is subject to the Beta Services Terms provided in Agreements and Terms. Customers may choose to try the beta service at their discretion.

Migrate Your Predictive Models with Ease (Generally Available)

Easily distribute your predictive models using packaging, allowing others to make predictions based on their own data. With the latest update, the model configuration can be edited and retrained after migration. All Analytics Model components are now generally available.

6. Tableau

Tableau provides a user-friendly way to explore and analyze your data, enabling you to create engaging visualizations that can be embedded in your Lightning pages. With enterprise analytics platform solutions, you can gain deep insights into your data.

Tableau Cloud is a self-service, fully hosted, and secure cloud-based platform for preparing, analyzing, collaborating, publishing, and sharing data.

Tableau Desktop, a data visualization tool, lets you discover hidden insights and make impactful business decisions with its intuitive drag-and-drop interface.

For data preparation, Tableau Prep is the ideal solution for cleaning, shaping, and combining data.

Lastly, Tableau Server provides a secure on-premises option for deploying Tableau in your environment. Stay up-to-date with What’s New in Tableau Cloud, Desktop, Prep, and Server.

7. Optimizing Marketing Performance with Marketing Cloud Intelligence

Marketing Cloud Intelligence helps optimize marketing campaigns, gain real-time insights, and take actionable steps by connecting, harmonizing, visualizing, and acting on marketing data.

Summing Up

Salesforce Summer ’23 introduces a range of new analytics features aimed at enhancing data-driven decision-making and promoting collaboration. Offering a cohesive Analytics experience, individuals gain effortless control over their Lightning reports and dashboards, CRM Analytics assets, and Einstein Discovery models, all conveniently managed and shared from a single integrated platform. The Analytics Home provides a personalized environment for all CRM Analytics, reports, and dashboards, while enhancements to the Lightning dashboard enable users to refine and target data with up to five filters.

The Summer ’23 release also includes updates to pre-built CRM Analytics apps tailored to specific industries and the Einstein Discovery feature.

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