Analytics That Live Where Your Team Already Works

Standard reports are fine for straightforward tabular questions on one or two related objects. CRM Analytics handles multi-object joins, external data blending, much larger volumes, and far richer interactivity - plus predictive capability through Einstein Discovery. The trade-off is licence cost and genuine implementation effort.

Yes - it is the same product, renamed. It launched as Wave Analytics, became Einstein Analytics, then Tableau CRM, and is now CRM Analytics. Documentation and community posts still use all four names, which makes searching for answers unnecessarily confusing.

Not automatically, and this is the single most common implementation mistake. Datasets are flattened copies, so sharing must be explicitly configured through security predicates or by flattening the role hierarchy into the dataset. We validate this against real user profiles before go-live, because getting it wrong exposes data.

Only if you will act on the predictions. A churn or win-probability score is worthless if no process changes when it fires. We ask what decision the prediction will drive before recommending it - and if there is no clear answer, we say the dashboards alone are enough for now.