The Zoho Analytics Advanced Analytics Connector for Salesforce CRM allows you to easily analyze your CRM data in detail and derive useful insights on your sales data. Its intuitive drag-and-drop interface allows you to easily create reports and dashboards. Sales and Marketing personnel can 'slice and dice' their CRM data and take informed business decisions.

General

1. What is Zoho Analytics?
2. What is the Zoho Analytics Advanced Analytics connector for  Salesforce and how does it work?
3. Who can subscribe to the Zoho Analytics connector?
4. What do I get when I subscribe to this connector?
5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

Pricing & Trial

1. How much does this connector cost?
2. Do you provide trial evaluation for this connector ?
3. What do you mean by 'Users' in the pricing plan?
4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

1. How do I setup the Zoho Analytics Connector in my Salesforce account?
2. I have Setup the Zoho Analytics connector but not seeing my Salesforce data in my Zoho Analytics account. What's happening? [or] How long should I wait for my Salesforce data to initially appear in Zoho Analytics?
3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
4. What are the tabs (modules) in Salesforce on which I could create reports using this connector?
5. Will other tabs (modules) in Salesforce be supported, for report creation through this connector. When?
6. What are the default fields that will be synchronized from Salesforce into Zoho Analytics Workspace?
7. Can I add custom fields or new fields?
8. Can I edit the Salesforce-Zoho Analytics Synchronization setting?
9. Can I Synchronize the Salesforce-Zoho Analytics data instantly?
10. How do I access the reports created in Zoho Analytics?
11. How do I create my own reports with this connector?
12. Who has access to the reports I create?
13. On whose account will the Zoho Analytics connector be setup?
14. Can I setup the Connector in an account other than the trialed account  where this is configured/sets up?
15. Can I change the Salesforce user account, from which data need to be synced into Zoho Analytics?
16. Can I transfer my Zoho Analytics connector to another admin account?
17. How can I remove the setup?

Reporting Features

1. What are the report types supported by Zoho Analytics?
2. What are the default reports & dashboards created by Zoho Analytics, on setting up the Salesforce Integration?
3. Can I modify the default reports that have been created by the Zoho Analytics connector? If so, how?
4. How do I create  reports using Zoho Analytics with this connector? [or] What are the reports  that I can possibly make using this connector?
5. How to create reports using fields/columns across different tabs (example Opportunties & Accounts etc)?
6. What are Formulas in Zoho Analytics?
7. What are the default formulas added in the 'Salesforce Analytics' workspace, on setting up this connector?
8. How do I create my own custom formulas in Zoho Analytics?
9. Can I add/modify data in the Salesforce tabs (tables) from within Zoho Analytics?
10. Can I add new columns to the Salesforce tabs (tables) from within Zoho Analytics?
11. Can I add new data tables in this Workspace to create reports &  dashboards?
12. Can I combine data from other sources with the data  from Salesforce to create reports and dashboards?
13. What are Query Tables?
14. Can I join data from multiple tables to create reports?

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?
2. Why are other members in my organization not able to access the reports created?
3. How can other members in my organization create reports?
4. What are the user roles available in Zoho Analytics?
5. Why can't other users edit the reports that I have shared to them?
6. Can I share the same report created, to multiple users with different criteria associated so that they see different data?
7. How can I print the reports & dashboards created in Zoho Analytics?
8. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
9. Into what file formats can I export the reports & dashboards created in Zoho Analytics and how?
10. Can I embed reports/dashboards in Salesforce CRM as a Web Tab? If yes, how ?
11. How do I embed my reports in my website, intranet, blog or presentation?

Cross-Functional Analytics with Popular Third Party Business Applications

1. What are the popular business applications that I can integrate Salesforce with?
2. How can I analyze the data from the business applications along with Salesforce?
3. Will a relationship (lookup) be created between Salesforce and the third party applications that I integrate Salesforce with?

Help & Support

1. How do I get technical support on Zoho Analytics connector?
2. Can I have someone from Zoho do a Demo of this connector to me?

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

It offers the following important capabilities:

• Complete Online Reporting & Business Intelligence service accessible anytime and anywhere!
• Easy to adopt 'Spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
• Visual Analysis capability for in-depth analysis and to slice & dice your data
• Supports a wide range of reporting capabilities like Dashboards, Charts, Pivot Tables, Summary and simple Tabular reports. Supports creation of KPI widgets in dashboards to analyze the performance.
• Supports data import from variety of file formats like Excel, JSON, HTML etc. Also, supports data import from cloud storage and Web URLs. Supports periodic scheduling of import.
• Integrated with Salesforce CRM to empower your sales data with the powerful reporting capabilities of Zoho Analytics.
• Integrated with other Zoho products such as Zoho Books, Zoho Projects, Zoho BugTracker, Zoho Recruit, etc. 
• Zoho Analytics is integrated with popular business applications like Google Analytics, Microsoft Dynamics CRM, etc.
• You can also integrate your own applications with Zoho Analytics using Zoho Analytics API.
• Integrated with Zapier to power up import from over 500+ apps. 
• Blend & merge data from across different sources to create meaningful business reports
• With an advanced formula engine, you can derive key business metrics from your data. Also, supports SQL (Structured Query Language) driven querying for powerful report creation. 
• Real-time collaboration by sharing data and reports in read or read-write modes with your colleagues & friends. 
• Export and Print reports in variety of formats. Notify reports via email.
• Publish reports for wider consumption. Embed reports within your websites, web applications and blogs.
• Highly secure through user login with support for HTTPS (SSL connection). All your data and reports are hosted in highly secure data centers. (Refer Security and Privacy)
• Supports Logo Rebranding.

Also, check out our Getting Started Video

2. What is the Zoho Analytics Advanced Analytics connector for  Salesforce and how does it work?

The Zoho Analytics Advanced Analytics connector for  Salesforce brings in all the capabilities of Zoho Analytics described above for Salesforce data. It comes with the following features/benefits.

• A full-featured business intelligence (BI) and reporting tool that can slice & dice your Salesforce CRM data to create any report/dashboard you require.
• Pre-packaged set of 100+ reports and dashboards that anyone using Salesforce will find great value in
• Create your own reports and dashboards based on not only your Salesforce CRM data but also from any other data source (eg., Excel spreadsheets,  Google Adwords etc.,) that you would wish to combine with your CRM data.
• Collaboratively work with your colleagues when creating new reports/dashboards on your Salesforce data
• Schedule and email your reports whenever you want
• Export your reports to PDF, Excel, CSV, JPG ... files to your desktop and print them for offline consumption

3. Who can subscribe to the Zoho Analytics connector?

Any Salesforce user of your organization can configure this connector. Data from the supported Salesforce tabs, for which the user has read permission, will be imported into Zoho Analytics Workspace. Currently synchronizing data from the following tabs are supported.

• Accounts
• Contacts
• Events
• Leads
• Opportunities
• Tasks
• Users
• Custom (Can sync up-to five tabs)

4. What do I get when I subscribe to this connector?

As a Salesforce users, subscribing to this connector brings you immense benefits. You get to look at your data in Salesforce in ways you haven't  looked at before. Using this Zoho Analytics connector enables you to do powerful analysis of your CRM data and create insightful reports &  dashboards. Like, say constructing sales funnels, knowing your sales win/loss rate, knowing your Top 5 / Bottom 5 sales persons, predicting how your sales in different regions is going to be in the following months and quarters, and do much more.

Zoho Analytics' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your CRM data with no IT  help or technical knowledge and share them to your colleagues.

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the Zoho Analytics connector, 100+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively.   For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports that would be created from the Salesforce Sample Database.

Pricing & Trial

1. How much does this connector cost?

To use the Zoho Analytics Advanced Analytics Connector for Salesforce, you need to purchase a paid plan of Zoho Analytics (Refer to the Zoho Analytics pricing page). 

Refer to the following document to know how to subscribe to a paid plan.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you privately share your Workspaces, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a "User" in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was created/registered.

Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows  (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Contacts", each row would represent a single contact record.  The number of rows calculated for pricing is the sum of all rows/records stored across all your workspace tables in your Zoho Analytics account.

Setup

1. How do I setup the Zoho Analytics Connector in my Salesforce account?

Setting up the Zoho Analytics connector is easy. Please follow the below steps:

1. Login to the Zoho Analytics.
2. In the Home page, click more importing options and then click Import from Salesforce option. An import wizard will open.
3. In Step 1 of 2: Import from Salesforce CRM, Specify a name and an optional description for the Workspace that is to be created.
4. Click  Authenticate Salesforce CRM. You will be prompted to login to your Salesforce account from which you want to fetch data. Provide your Salesforce login credentials
5. Click Next in the Import from Salesforce CRM dialog.
6. In Step 2 of 2: Import from Salesforce CRM, select the modules and their associated fields that you wish to sync. You cannot unselect the default fields. 
7. Also you can schedule the import settings in this dialog. In the Repeat drop-down, select Every Day and set the synchronizing time, to import data periodically.
8. Click Create

You will be configured for a 15-day Free trial of Zoho Analytics. You will receive an email after the data from Salesforce CRM gets imported into Zoho Analytics. After the initial data from Salesforce CRM gets imported into Zoho Analytics, subsequent changes made will automatically get synchronized into Zoho Analytics at the scheduled synchronization time.

Refer to the below video demo for instruction with step-by-step instructions.

To use the Advanced Analytics connector you need to purchase a paid plan in Zoho Analytics.  By default when you setup/configure this connector (as described above)  your Zoho Analytics account will be automatically setup & subscribed to a 15-day trial, to enable you evaluate the integration features. After evaluation you can upgrade your Zoho Analytics as follows:

1. Log in to Zoho Analytics.
2. Click on Subscription link at the top right.
3. In the Upgrade tab/page, choose a paid plan.

2.  How long should I wait for my  Salesforce data to initially appear in Zoho Analytics?

After configuring your Salesforce account, wait for at least one day for all your Salesforce data to be imported into Zoho Analytics. You will receive an email when the import/sync is complete and is ready for creating reports over the same.

Once the initial data synchronization is done, subsequent changes you make to your data in Salesforce (add, modify, delete records) will automatically be synchronized into Zoho Analytics every day at the scheduled time you have specified during setup.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The daily import/sync process of your Salesforce data can fail sometimes, due to a variety of reasons. And hence you may receive such emails occasionally. No worries. The Zoho Analytics team will look into it immediately and get back to you taking the required corrective action.

Setup Process Failed mail will come when there is a failure during the initial Salesforce - Zoho Analytics connector setup.

Synchronization Failed mail will come if there is any failure during the data synchronization process, run daily, between Salesforce and Zoho Analytics, after the initial setup & import is completed successfully.

4. What are the tabs (modules) in Salesforce on which I could create reports using this connector?

Data from the following seven tabs of Salesforce, for which you have read permission, get synced with Zoho Analytics.

• Account Clean Info
• Account Contact Roles
• Account Feed
• Accounts
• Additional Directory Numbers
• Asset Feed
• Asset Relationship Feed
• Asset Relationships
• Assets
• Attachments
• Announcements
• Background Operations
• Case Comments
• Case Contact Role
• Case Feed
• Case Solution
• Cases
• Campaign Feed
• Campaign Member Statuses
• Campaigns
• Campaign Members
• Category Data
• Contact Clean Info
• Contact Feed
• Contact Requests
• Contacts
• Content Folders
• ContentDocument Feed
• Contract Contact Role
• Contract Feed
• Contracts
• Custom S-Controls
• Dashboard Component Feed
• Dashboard Feed
• Data Assessment Field Metrics
• Data Assessment Field Value Metrics
• Data Assessment Metrics
• Data.com Owned Entity
• Data.com Usage
• D&B Companies
• Documents
• Duplicate Record Items
• Duplicate Record Sets
• Email Message Relations
• Email Messages
• Event Feed
• Event Relations
• Events
• Feed Comments
• Feed Items
• Feed Revisions
• File Search Activity
• Flow Interview Stage Relations
• Flow Interviews
• Flow Record Relations
• Forecasting Owner Adjustments
• Goals
• Group Feed
• Group Records
• Idea Comments
• Ideas
• Images
• Installed Mobile Apps
• Knowledge Search Activity
• Last Used App
• Lead Clean Info
• Lead Feed
• Leads
• Line Item Schedule
• List Email Individual Recipients
• List Email Recipient Sources
• List Emails
• Macro Instructions
• Macros
• Mail Merge Template
• Notes
• Order Feed
• Order Product Feed
• Order Products
• Orders
• Org Delete Requests
• Opportunity Contact Role
• Opportunity : Competitor
• Opportunity History
• Opportunity Feed
• Opportunity Product
• Opportunity Splits
• Opportunity Product Splits
• Opportunities
• Partner 
• Price Book Entries
• Price Books
• Process Instance Node
• Product Feed
• Products
• Promoted Search Terms
• Quick TextTask Feed
• Quote Line Items
• Quote Template Rich Text Data
• Quotes
• Recommendations
• RecordActions
• Report Feed
• Rollup Helper Settings
• Site 
• Solution Feed
• Solutions 
• Streaming Channels
• Task Feed
• Tasks
• Topic Assignments
• Topic Feed
• UserAppMenuCustomizations 
• User Feed
• User Provisioning Accounts
• User Provisioning Account Stagings
• User Provisioning Logs
• User Provisioning Mock Targets
• User Provisioning Requests
• Users
• Work Orders
• Work Order Feed
• Work Order Line Item Feed
• Work Order Line Items
• Custom (Can sync upto five tabs)

Each of the above tabs is stored as a 'Table' in Zoho Analytics.  Default reports are based out of the above tabs, for which you have read permission. You can create your own reports & dashboards over the above tabs.

We plan to support synchronization from other CRM tabs too in the near future.

5. Will other tabs  (modules) in Salesforce be supported, for report creation through this connector. When?

We plan to support synchronization from other Salesforce CRM tabs in the near future. Support for other tabs will also be prioritized based on user demand.

6. What are the default fields that will be synchronized from Salesforce into Zoho Analytics Workspace?

Salesforce data from the following fields, for the tabs you have read permission,  will be synchronized by default into Zoho Analytics. You can also include additional columns/fields to synchronize from Salesforce to Zoho Analytics as described in the question below.

The following are the fields that will be synchronized from the Salesforce into Zoho Analytics Workspace by default.

7. Can I add custom fields or new fields?

Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics  Connector for Salesforce:

Follow the steps given below to add new fields.

1. Open the corresponding Salesforce Workspace in Zoho Analytics.
2. In the Explorer tab, click Salesforce CRM> Edit Setup. The Edit Salesforce CRM Setup dialog will open.
3. Select/unselect the check box adjacent to the required fields. You cannot unselect the check box for default fields.
4. Click Save. New fields will be added in the next import.

Data will be synced and the new fields will be imported into Zoho Analytics during the subsequent scheduled synchronization. In case you have already set up the Zoho Analytics Connector in your Salesforce account, then you can edit the Zoho Analytics Configuration setup as given in the following question to add the custom fields.

8. Can I edit the Salesforce-Analytics Synchronization setting?

Yes, you can edit the Salesforce-Analytics Synchronization setting by following the steps below:

Follow the steps given below to edit the setup from Zoho Analytics.

1. Open the corresponding Salesforce Workspace in Zoho Analytics.
2. In the Explorer tab, click Salesforce CRM > Edit Setup.  The Edit Salesforce CRM Setup dialog will open.
3. Select/unselect the check box adjacent to the required fields. You cannot unselect the check box for default fields.
4. In the Repeat drop-down, select Every Day and modify the synchronizing time to import data periodically. 
5. Click Save. The synchronization setting will be modified.

9. Can I view the data synced history?

Yes, you can view the data synced history. Follow the below steps to view the data synced history. 

1. Open the corresponding Salesforce Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. All the data source of the workspace will be listed. 
3. Click Salesforce. The Data Sources page for Salesforce will open.
4. In the Data Sources page that opens, click the Sync History link.
5. A calendar with the sync history of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data  had got synced on a specific date.
6. Click the date to view more details. 
   • Time - Displays the time when the data is synced.
   • Status - Shows whether the sync was a success or a failure. 
     In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure. 

9. Can I Synchronize the Salesforce-Analytics data instantly?

Yes, you can synchronize the Salesforce-Analytics data instantly when needed. You can do this as follow. Login to your Zoho Analytics account.

1. Open the corresponding Salesforce Workspace in Zoho Analytics.
2. In the Explorer tab, click Salesforce CRM
3. In the Data Sources tab that opens, Sync Now. Data will be synced instantly. 

This option can be used up to five times per day.

10. How do I access the reports created in Zoho Analytics?

Once the initial data fetch is successfully completed you will be able to access the tables and default reports in Salesforce analytics workspace. To access this log into your Zoho Analytics account and open the corresponding Workspace.

If you are another user of your Salesforce account, but not the one who setup the reports connector, you will see the Salesforce CRM Analytics workspace, only when the workspace is explicitly shared to you.

Refer How to Share Reports & Dashboards

11. How do I create my own reports with this connector?

You can easily create your own reports using the drag & drop designer of Zoho Analytics. You can refer to the below presentation to know how to create your own reports &  dashboards using Zoho Analytics.

Also, Refer to the Following Video Demos:

• How to Create Charts
• How to Create Pivot Tables (Matrix Views)
• How to Create Dashboards
• How to Apply Filters on Reports
• More Videos...

12. Who has access to the reports I create?

By default, the reports you create are accessible only to you.  However, you can share the reports with your colleagues using the Sharing options available in Zoho Analytics. Refer to the How to Share Reports & Dashboards question.

13. On whose account will the Zoho Analytics connector be setup?

Salesforce user who has read permission for the required table can configure/set up the Zoho Analytics connector. The Zoho Analytics account in which this integration is setup with Salesforce will serve as the master admin account of Zoho Analytics.

14. Can I setup the Connector in an account other than the trialed account where this is configured/sets up?

Yes,  you can do this. If the account in which the trial was configured/setup is not upgraded after trial expiry (i.e. the Salesforce connector was not purchased), then the account will be downgraded automatically to free plan and eventually, the synchronization between Salesforce and Zoho Analytics will also be deleted. In this case you will be able to set up the synchronization in another Zoho Analytics account you need, by purchasing the Connector.

However, you will not be able to trial the Salesforce integration in Zoho Analytics again for the same organization.

15. Can I change the Salesforce user account, from which data need to be synced into Zoho Analytics?

Yes, you can change the Salesforce user, from which you want to pull data within your organization. 

Follow the steps below to do this:

1. Open the Salesforce Workspace in Zoho Analytics.
2. Click Salesforce CRM > Re-Authenticate.
3. In the dialog that opens, click Re-Authenticate Salesforce CRM.
4. You will be prompt to login to Salesforce for authenticating. Provide the credentials of the new user.

16. Can I transfer my Zoho Analytics connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoanalytics.com. We will get your requirements and handle this.

17. How can I remove the setup?

To remove the setup,

• Login to your Zoho Analytics account.
• Open the corresponding Workspace.
• In the Explorer tab, click Salesforce CRM button.
• In the Data Sources tab that opens click the Settings icon and select Remove Data Source.

Reporting Features

1. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

• Charts
  • Pie
  • Bullet
  • Bar
  • Stacked bar
  • Bubble
  • Packed Bubble
  • Line
  • Scatter
  • Area
  • Web
  • Funnel
  • Doughnut
  • Dial
• Pivot tables (Matrix Views)
• Summary view
• Tabular view
• Dashboards (multiple reports arranged in the same page)

2. What are the default reports & dashboards created by Zoho Analytics, on setting up the Salesforce Integration?

When you setup/configure the Zoho Analytics connector, 100+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively.   For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports that would be created from the Salesforce Sample Database.

3. Can I modify the default reports that have been created by the Zoho Analytics connector? If so, how?

Yes, you can modify the default reports. If you are the one, who set up the Zoho Analytics connector or a Workspace Administrator (Refer Managing Users in Zoho Analytics),  click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, click the Save As icon and save the report as a new report, and then edit the report as needed.

4. How do I create reports using Zoho Analytics with this connector?

You can create report of  any supported report types with this Zoho Analytics connector. All you have to do is open the appropriate table(s)/tab(s) over which a  report is to be created, click New and choose any type of report you would want to create.

Use the intuitive drag-and-drop based designer of Zoho Analytics to create the report required. To know more, view slide show on How to Create Reports? You  can also quick view the type of reports & dashboard that are  created by default, from the sample given below, to get know the possibilities.

Salesforce Sample Database

5. How to create reports using fields/columns across different tabs (example Opportunities & Accounts etc)?

Columns from across different tables can be dragged and dropped to create a report. Refer this slide show on How to Create Reports?

6. What are Formulas in Zoho Analytics?

Formulas, as the name indicates are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of  calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

7. What are the default formulas added in the 'Salesforce Analytics' workspace, on setting up this connector?

The  below table lists all the default formulas that will be created  in the  'Salesforce Analytics' workspace by default. You will find these  formulas  pretty useful, in creating reports & dashboards in Zoho Analytics.  Also these formulas are used in the reports created by default  in your workspace.

The below table lists all the default formulas that will be created in the Leads table:

The below table lists all the default formulas that will be created in the Cases table:

The below table lists all the default formulas that will be created in the Tasks table:

The below table lists all the default formulas that will be created in the Opportunities table:

8. How do I create my own custom formulas in Zoho Analytics?

Refer to the Adding Formulas in Zoho Analytics help page.

9. Can I add/modify data in the Salesforce tabs (tables) from within Zoho Analytics?

No, you cannot. Data from Salesforce tabs gets automatically synchronized into Zoho Analytics in the 7 different tables (one table for one tab).  You cannot edit any of this data or add new data records from within Zoho Analytics.

10. Can I add new columns to the Salesforce tabs (tables) from within Zoho Analytics?

No, you cannot add new columns. But you can add Formula Columns and Aggregate Formulas (i.e. Calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas in Zoho Analytics to know more.

11. Can I add new data tables in this Workspace to create reports &  dashboards?

Yes, you can add new data tables. Click New > New Table and you can add new tables to the existing Salesforce Workspace.

With this feature, you can import new data or add them manually into  your Workspace to analyze and create reports combining this  with the Salesforce data. You can import data from files like Excel, HTML  and CSV. You can also import data from local databases like Oracle, SQL  Server, DB2, MySQL, PostgreSQL and MS Access.

Refer:

• How to Import data from Files and Feeds
• How to Import data from Cloud Storage
• How to Import data from local databases using Upload tool

12.Can I combine data from other sources with the data from Salesforce CRM to create reports and dashboards?

Yes, you can combine data from your other sources with your CRM data for analysis. 
To do this, you need to add/import a new data table into the Salesforce CRM Workspace and then define a look-up to join it with the synchronized table from Salesforce CRM.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Salesforce CRM along with the data from any other source.

• Open the corresponding table, right click the column header and select Change to Lookup Column.
• In the Change to Lookup Column dialog that opens, select the column to look up.
• Click Ok

Please do note that you can create Lookup only to columns in the tables that are not from the same data source.

13. What are Query Tables?

Zoho Analytics allow you to pull the data required by writing standard  SQL SELET Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. View this demo video to know about how to create Query Tables in Zoho Analytics.

14. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can share the default reports provided in the Zoho Analytics connector and also the reports you create, with your organization co-employees/colleagues. Refer to Sharing and Collaboration

Once you privately share a report to your colleagues, they will be able to access the same from Shared Database tab.

2. Why are other members in my organization not able to access the reports created?

The tables and reports will be available only to the users who configures the Zoho Analytics  connector, by  default.  The other members of the organization will be able to access it only when the 'Salesforce Analytics' workspace shared. Let's say the Administrator has  shared the workspace with other members in the organization. And a member  creates his/her own reports. Those reports will be available only to  him/her alone, unless he/she shares them with others.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my organization create reports?

Other menbers in the organization can create reports when the user who setup the connector share the  tables present in 'Salesforce Analytics' workspace with them. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

4. What are the user roles available in Zoho Analytics?

Zoho Analytics supports fine-grained access control. The following are are user roles that are supported in Zoho Analytics:

1. Administrator (Master Admin): The Zoho Analytics user who had setup the Salesforce integration will also be the administrator of the Zoho Analytics account

2. Workspace Administrator: The Administrator can designate one or more users as Workspace Administrators. A Workspace Administrator has all permissions to add,  delete, modify reports, table rows and even tables. A Workspace Administrator can  share the workspace tables/reports with other users. A Workspace Administrator cannot delete or rename a workspace.

3. User: A user has the least privilege in the hierarchy.  Unless the Administrator or a Workspace Administrator shares a table with a user,  the user cannot create any reports on his/her own. Also, an  Administrator/Workspace Administrator can decide to set specific permissions when  sharing a report (Read Only, Export Data, View Underlying Data, Share  with Others) or a table (Read Data, Export Data, Add/Delete/Modify Row,  Delete All Rows, Only Append Rows, Add or Update Rows, Delete All Rows  and Add New Rows, Share View / Child Reports).

Refer to Managing Users in Zoho Analytics, to know more about different user roles in Zoho Analytics. Also, refer to help page.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a  Workspace Administrator, he/she can edit the reports. If a normal user wants to edit report, what he/she can do is to use Save As to save the report  in a different name in his account. This report can then be edited.

6. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to this help documentation section to know how this can be done.

7. How can I print the reports & dashboards created in Zoho Analytics?

To print a report/dashboard, please follow the below steps.

1. Open the table or report that you want to print.
2. Click the Export > Export as PDF.
3. Print the Exported PDF file.

8. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics connector or a  'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. You can do this is as follows:

1. Select the Report/Dashboard to be emailed in Zoho Analytics.
2. Select Export > Email this View from the toolbar.
3. Follow the instructions in the screen and provide the required input to setup a email schedule.

9. Into what file formats can I export the reports & dashboards created in Zoho Analytics and how?

Reports and dashboards can be exported in a variety of file formats.

• Charts
  • CSV/XLS
  • PDF
  • HTML
  • PNG/JPEG
• Pivot/Tabular views
  • CSV/XLS
  • PDF
  • HTML
• Summary View
  • CSV/XLS
  • PDF
  • HTML
• Tabular View
  • CSV/XLS
  • PDF
  • HTML
• Dashboards
• PDF
• HTML

You can export a report/dashboard in Zoho Analytics as follows

1. Select the Report/Dashboard to be exported in Zoho Analytics
2. Select Export > Export this View from the toolbar.
3. Follow the instructions in the screen and provide the required input to export the report(s) selected.

10. Can I embed reports/dashboards as a Web Tab in Salesforce CRM? If yes how?

Yes, you can embed reports or dashboards as Web Tab in Salesforce CRM using the URL/Permalink for this view option available in Zoho Analytics. 

• Login to Salesforce CRM using your Salesforce credentials
• Click Setup option in the top right corner
• Select Create --> Tabs from the left pane
• In the Custom Tabs window, click New in the Web Tabs box
• In the New Web Tab, choose the tab layout and click Next
• In the Display Properties box, fill in the information and click Next
• In the Button or Link URL box, copy/paste the URL of the associated report/dashboard from the URL/Permalink for this view dialog

• In the Add to Profiles window, you can either set a default visibility to all profiles or apply a different tab visibility to each profile. click Next
• In the Add to Custom Apps window, you can customize the apps for which the new custom tab will be available. Also you can examine or alter the visibility of these tabs 
• Click Save
• Now, this Web Tab name would be listed as one of the modules in your Salesforce CRM as shown in the snapshot below

11. How do I embed my reports in my website, intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Follow the steps below  to achieve the same:

1. Select the report or dashboard that you would like to embed into your website or blog.
2. Select the Publish > Embed in Website/Blog... option.

By default, when you embed the report into your website, web  application or blog, it would prompt for users to login with Zoho Analytics login details to view the embedded view. Also, users to whom you  have shared the view (using the 'Share' option) would only be able to  access the view embedded, on successful login.

If you would like the embedded view to be accessible by anyone without login, then click on the link To access this view/table without login, Click here...

1. Copy and paste the code snippet provided in the text area below into your webpage or blog html content to embed this view.

On embedding, you will see the corresponding report within your web page, application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can import data from popular business applications listed below.

• Zoho Finance apps
• QuickBooks Online
• Xero
• Google Analytics
• Google AdWords
• ManageEngine ServiceDesk Plus
• ManageEngine SupportCenter Plus
• Zoho Desk
• Zendesk 
• Zoho Projects
• Teamwork Projects
• Zoho BugTracker
• Zoho Recruit
• MailChimp 
• Zoho Creator Analytics

2. How can I analyze the data from the other business applications along with this connector

To import data from business apps,

• Open the Workspace in which you have setup the connector
• Click the Import Data button
• In the Create New Table tab that opens, select the application that you wish to import.
• Provide the necessary authentications
• Select the necessary modules and fields
• Select the schedule import options
• Click Create

3. Will the related modules from Salesforce CRM and other third party application be combined automatically?

No, a lookup relationship will not be created between the Salesforce modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link.

Help & Support

1. How do I get technical support on Zoho Analytics connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free number 

United States:  +1 (888) 900 9646

United Kingdom:  +44 (20) 35647890

Australia:  +61-2-80662898

India:  +91-44-67447000

2. Can I have someone from Zoho do a Demo of this connector to me?

Yes, certainly. Register for a demo in this page.