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            Create an Event Monitoring Analytics App That Refreshes All Data

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            Create an Event Monitoring Analytics App That Refreshes All Data

            Set up an Event Monitoring Analytics app that fully refreshes your dataset with new daily event log file data. This configuration overwrites all dataset data daily.

            Required Editions

            Available in both Salesforce Classic (not available in all orgs) and Lightning Experience.

            Available in: Enterprise, Performance, and Unlimited Editions

            Requires Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.
            User Permissions Needed
            To use Event Monitoring Analytics apps: Use CRM Analytics Templated Apps
            To create and manage Event Monitoring Analytics apps: Access Event Monitoring Analytics Templates and Apps
              Manage CRM Analytics Templated Apps
              Edit CRM Analytics Dataflows

            If you haven’t enabled permissions and event log file integration, complete the steps in Enable CRM Analytics and Event Monitoring Integration with CRM Analytics.

            1. Log in to Salesforce.
            2. Select CRM Analytics from the App Picker.
            3. Click App, select Event Monitoring Analytics App, and then click Continue.
            4. Click Continue until the Event Monitoring Analytics App - Personalize wizard appears.
            5. Continue through the wizard, and accept the default settings or select new values.

              For optimal dataset performance, set the retention window to at least four days.

            6. Name your app.
            7. Click Create. The app creation process can take a while. To check the progress, select Data Manager from the gear menu at the top of the page. If any part of your app creation fails, you must recreate the app.
            8. After your app is ready to go, you can share it with other users in your org. Remember that only users with the Manage CRM Analytics Templated Apps and Access Event Monitoring Analytics Templates and Apps permissions can see the app. To share your app, hover your mouse over the app tile on the CRM Analytics home screen and click Share. You can also share from the app.

            Because event log files have a 24-hour generation period, you don’t see your data in the app for the first day after you create it. The app includes some sample data, so you can preview your dashboards in the meantime. The sample data for a particular event remains in the app until it’s fully replaced with the data from an actual event. Event log file data is available for the past 30 days. If you have a Developer Edition org, it’s available for the last 24 hours.

             
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