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Salesforce CRM Analytics Integration: Metadata Management with Data Catalog and Data Lineage

Salesforce CRM Analytics Integration: Metadata Management with Data Catalog and Data Lineage
An Nguyen, Marketing & Operations
August 14, 2025

​Select Star now offers native integration with Salesforce CRM Analytics, making it easier than ever to understand, govern, and trust your Salesforce dashboards with Select Star automated data catalog and lineage. Whether you're tracking sales performance or forecasting revenue, this integration gives you a complete view of your data's lineage from the dashboard to the source so you can diagnose issues faster and maintain consistency across your reporting environment.

If your sales team depends on CRM Analytics today, you already know how critical they are for daily decision-making. They track sales performance, show pipeline health, and help forecast revenue with real-time data.

The problem is, when a metric looks wrong or a dashboard breaks, it can take days to figure out what happened. Is the data wrong? Was the source updated? Did a pipeline fail?

With Select Star’s new Salesforce CRM Analytics integration, you can see the full data context: every recipe, dataset, lens, and dashboard, plus the data flows and relationships.

What is Salesforce CRM Analytics?

CRM Analytics brings real-time insights and forecasts into Salesforce, helping users make informed decisions right where they work

Salesforce CRM Analytics (formerly Tableau CRM and Einstein Analytics) is a native business intelligence platform within Salesforce. It enables sales, marketing, and service teams to analyze data without leaving Salesforce.

Common CRM Analytics use cases:

  • Sales performance tracking against quota
  • Revenue forecasting from opportunity stages
  • Pipeline health monitoring in real time
  • Customer churn and retention analysis

These dashboards often combine Salesforce objects with external data sources like Snowflake or BigQuery. That makes them powerful but also complex to manage without proper metadata management.

Why Metadata Management Matters in Salesforce CRM Analytics

Without an organized view of your Salesforce CRM Analytics metadata, you risk:

  • Broken dashboards due to upstream data changes
  • Inconsistent metrics from unclear definitions
  • Duplicate or outdated dashboards that cause confusion
  • Compliance challenges from untracked sensitive data sources

These issues slow down decision-making and erode trust in your Salesforce reporting.

Select Star + Salesforce CRM Analytics: A Complete Metadata Management Solution

Select Star is an automated data catalog designed for humans and AI with advanced features like column-level lineage and semantic models built on your existing data.

Select Star’s native integration with Salesforce CRM Analytics automatically ingests metadata for recipes, datasets, lenses, dashboards, and apps. Your environment is ready to explore in hours, not weeks, and stays in sync as data changes.

Key benefits include:

  • Searchable Catalog of CRM Analytics data assets: Quickly find any CRM Analytics dashboard, dataset, or metric. See tags, definitions, and owners all in one place.
  • End-to-End Data Lineage: Trace a dashboard metric all the way back to its Salesforce object or external warehouse source. Perfect for root cause analysis and compliance audits.
  • Automated Documentation: Have Select Star's AI draft your Salesforce dashboard documentation using metadata context, including data relationships and dependencies. No manual updates required.
  • Cross-Platform Visibility: See your full data ecosystem by bringing CRM Analytics into context with the rest of your stack, including Salesforce, Snowflake, dbt, Looker, and Snowflake.

Real-World Example: Troubleshooting Dashboard Metrics

Select Star's data lineage exposes how data flows and transforms within the database and across platforms

Imagine your “Bookings” metric in a Salesforce CRM Analytics dashboard drops unexpectedly.

With Select Star, you can instantly trace:
Dashboard → CRM Analytics dataset → Salesforce Opportunity object → Source data in Snowflake

This tells you whether the issue is inside Salesforce, in the data warehouse, or upstream in another system. The result is faster resolution and minimal disruption to your reporting.

Data-Driven Sales Enablement with CRM Analytics and Select Star

When CRM Analytics is connected to Select Star, your go-to-market teams get:

  • Dashboards they can trust
  • Consistent metric definitions
  • Rapid answers when metrics change
  • Easier compliance reporting

The result is data-driven sales enablement without the delays caused by missing context or unclear data sources. This helps you fully leverage your Salesforce CRM Analytics dashboards with confidence in the underlying data.

Select Star’s Salesforce CRM Analytics metadata management is available now.

  • See it in action: Book a demo to explore your CRM Analytics dashboards in full context.
  • Try it yourself: Read our documentation and start your free trial today.

Frequently Asked Questions about Salesforce CRM Analytics Integration with Select Star

What is Salesforce CRM Analytics used for?

Salesforce CRM Analytics is a business intelligence platform that allows you to build dashboards, lenses, and datasets directly in Salesforce for sales, marketing, and service analysis.

Why do I need metadata management for CRM Analytics?

Metadata management ensures your dashboards and metrics are accurate, consistent, and easy to trace back to their data sources, reducing errors and saving time.

How does Select Star integrate with Salesforce CRM Analytics?

Select Star connects directly to CRM Analytics, automatically ingesting metadata for recipes, datasets, lenses, dashboards, and apps so you can see the full context of your data.

Can Select Star trace where CRM Analytics data comes from?

Yes. Select Star provides full context for each metric or dashboard, showing the related datasets, Salesforce objects, and upstream data sources in your stack.

Does Select Star work with other data tools?

Yes. In addition to CRM Analytics, Select Star works with Snowflake, dbt, Looker, BigQuery, and other major data platforms to provide a complete view of your data ecosystem.

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