8.13.2 Navigation in Salesforce Analytics

In addition to the ADvendio AI components, that you can directly embedd into your Record Pages (such as the Media Campaign Predictions or the Budget Optimization Dashboards) the main point of access, for the AI features is via Salesforce CRM Analytics.

There is two main views here, reachable via App Launcher: The Analytics Studio and the Data Manager.

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In the Analytics Studio, you can view navigate via the bar on the left and filter for the different types of components, such as apps or dashboards.

The ADvendio AI Addon features are organized within dedicated Analytics Apps, you will find one App for each of our key features, which contains all the related components.

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The data manager will handle all things related data sync and transformation. You will need to access it, during initial setup, to schedule data syncs and connections.

Our features are using Recipes to manage the data for predictions and shown in dashboards. If you want to customize the data taken in, you will need to modify these recipes.

The Model Manager helps to view the active Einstein Models and check the quality of your predictions.