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CRM Analytics
Schedule the Sales Analytics Data Sync and Dataflow

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Schedule the Sales Analytics Data Sync and Dataflow

Schedule a daily app refresh to assure that Sales Analytics uses up-to-date data.

Required Editions

User Permissions Needed
To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
  Edit CRM Analytics Dataflows

When you create Sales Analytics, the creation process includes a dataflow that imports the latest Sales Cloud data to CRM Analytics. You can schedule the app to refresh daily to assure that your app uses up-to-date Salesforce data. Schedule the refresh to take place sometime outside normal business hours so the processes don’t interrupt your use of the app.

Note
Note The Sales Analytics dataflow runs only once when you create the app. Schedule it to refresh daily so the app uses the latest sales data.
  1. From Setup, in the Quick Find box, enter App Install History, and then select App Install History.
  2. Find your app in the list of installed apps.
  3. Click the dropdown arrow The open menu arrow in the Analytics Data Manager to the far right of the app. From the menu that appears, select Schedule.The action dropdown for an installed app.
  4. Pick the days you want and set a time for refreshing the app data. It’s best to select a time outside normal working hours so the data refresh doesn’t interrupt business activities. Then click Save. The window to set the schedule for an app refresh.

The refresh for your app data now runs ever day at the time you set.

 
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