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Troubleshoot Sales Insights Enablement
When enabling Sales Insights, a few common errors can occur. You may have the wrong objects or custom objects. You may have Org configurations that are incompatible with the requirements of the app. The following sections can help you troubleshoot these common issues.
Failure Due to Field Availability or Org Configuration
Your app could fail if your org configuration is incompatible with the app. To verify that you’ve met all of the requirements, review the Considerations section before enabling your app.
If you see dashboard errors, format issues in displayed data, or other unexpected behavior, check your configurations of field availability and user role limitations, and if needed, modify the user permissions.
Failure Due to App Configuration
The app could fail if a part of the configuration is incorrect. To remedy this, try deleting the failing app and then create an entirely new app. To delete the app, go to Setup > Sales Insights, click the tab with the name of your app, and then click Delete. Then restart the app creation process with step 6 on the Sales Insights Setup page.
Alternatively, you could try upgrading your app by going to the Settings tab for the app and clicking Upgrade.
