Save for Later
This guide was created with Scribe in
16 seconds.
Sign in and create your own!
How do I use Salesforce for analytics
Salesforce is a powerful customer relationship management (CRM) platform that can be used to track customer data, manage customer relationships, and automate business processes. With its powerful analytics capabilities, Salesforce can be used to gain insights into customer behavior, identify trends, and make data-driven decisions. Knowing how to use Salesforce for analytics can help businesses better understand their customers, optimize their operations, and make more informed decisions.
Grace Everwood
|
0 step
|
16 seconds
Salesforce
1
Go to [https://salesforce.com](https://salesforce.com) and log in to your Salesforce account.
2
Click on the "Analytics" tab in the top navigation bar.
Zoom Saved
3
Click on the "Reports" tab in the left navigation bar.
Zoom Saved
4
Click on the "New Report" button.
Zoom Saved
5
Select the type of report you would like to create.
6
Select the fields you would like to include in the report.
7
Click on the "Run Report" button.
Zoom Saved
8
View the report results.
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe