MeshMesh from Salesforce
CRM Analytics

Build CRM Analytics Dashboards

Get working CRM Analytics datasets, recipes and dashboards in an org, often as part of a demo build, without hand-writing every dashboard definition and query.

125 tasks
Method

How MeshMesh does it

  1. Loads source data into CRM Analytics datasets, or builds a dataflow with a daily refresh.
  2. Writes and edits dashboards and queries through the Wave API and SAQL, including SAQL-driven KPI tiles.
  3. Deploys the permission set users need and embeds the dashboard on a record page, filtered to that record.
  4. Rebrands existing dashboards and app folders when a demo needs a different look.
  5. Reconciles the dashboard numbers against the source data.
  6. Adds a dashboard to a larger demo build, next to custom objects, flows, an Agentforce employee agent and custom pages.
  7. Wires in neighbouring setup when the demo needs it, such as Revenue Intelligence or forecasting.
Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1CRM Analytics125 tasks
  2. 2Pipeline ForecastingSales Cloud4 tasks
Features