Create and Share the Service Wave App | Salesforce
Create and Share the Service Wave App
Use the Service Wave app’s simple configurator to create the app and start uncovering the value of your Salesforce data—fast.
User Permissions Needed
To create and manage Wave apps:
“Manage Wave Analytics Templated Apps”
“Edit Wave Analytics Dataflows”
Follow these steps to create the Service Wave app.
Log in to Salesforce.
Select Wave Analytics from the Force.com menu (top right of the Salesforce window).
Click Create, select App, select Service Wave, and then click Continue.
Salesforce opens the Service Wave configuration wizard, which helps you personalize your app experience. The wizard presents a series of screens, each with a set of questions and their possible answers in pull-down menus. Answer the questions according to how your company prefers to view data. For more information about how to answer these questions, see Personalize Service Wave with the Configuration Wizard. Service Wave remembers the answers you select and if you create the app again, it gives you the choice of using those answers or selecting new answers.
Give your app a name that’s easily recognizable to others in your company.
Click Create. That starts a dataflow that creates the app and its assets (which include a dataflow definition file, datasets, and dashboards).
The app creation process can take a few minutes. You can check the status of the dataflow: Open the Wave Home page, click the gear menu at the upper right of the page, and select Data Monitor. Then select Dataflow View in the pulldown at the upper left and look for your app.
The app reset feature is only available to customers who create an app using a version released in the Summer ‘16 release or later.
Resetting your app gets rid of any customizations you’ve made to your dashboards. That includes fields or objects added to the dataflow, actions you enable, or changes to security settings and dashboard colors and labels. If you’ve made any customizations, we recommend that you save copies of your dataflow definition file or dashboards. That way, you can copy them into your app if you reset it.
If you’d like to change your answers after looking at the dashboards, click the Reset app link on the left side of the app home page.This action opens the configuration wizard showing the answers you chose when you created the app. Choose new answers, and click Reset on the last page of the wizard. Your app is created again using your new settings. If you delete any dashboards and you want to restore them, you can also use the reset feature.
If you delete your app, Wave doesn’t retain the answers you selected when you created that version of the app, and you have to start the configuration wizard process all over again. If you wish to reuse the answers you selected, keep the app until you’ve completed recreating the app and then delete it.
You can also delete your app and start the app creation process all over again. To delete, position your cursor over the icon for the app you just created and click Delete. Then click Yes to confirm deletion of all the assets associated with the app.
Now that you’ve created the app, share it with users in your organization. You can only share it with users who have the “Use Wave Analytics Templated Apps” and “Access Service Cloud Analytics Templates and Apps” permissions enabled. (For more about Service Wave app permissions, see Set Up Salesforce Permissions for the Service Wave Analytics App). To share the app, roll your cursor over the icon for the app and click Share. Next, type in the names of team members, click Add, and click Save.
Taking a few extra steps can make Service Wave better serve the needs of your organization:
Embed the sidebar dashboards in a Salesforce page of your choice, such as the service console. This step provides a seamless analytics experience for service agents. Embedding sidebars in pages used regularly by agents gives them access to key metrics as part of their regular work to help the take the most effective customer action.
Add datasets to the app based on Salesforce data using the Wave dataset builder. Service Wave includes a default set of datasets based on your Salesforce data. Creating additional datasets lets your service managers and view other Salesforce data through the app.
Service Wave does not support data sources external to Salesforce or registering new datasets from the app-generated dataflow.
To create new datasets with just the Service Wave app license, use the Wave dataset builder. Wave associates new datasets created using the builder with the Wave default dataflow. If you edit the dataflow for the Service Wave app to register new datasets, you can’t access the resulting datasets.