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Create an App
Create an app to organize and contain any combination of lenses, dashboards, and datasets.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
| To create an app: | Create CRM Analytics Apps |
- On the home page, click Create.
- Select App.
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Click Create Blank App, and then click
Continue.
To start from a template, see Create Apps from CRM Analytics Templates.
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Enter the name of your app, and click Create.
Your app is created and displayed in a new tab. You can now save lenses, dashboards, and datasets in the app.
Note App names have a 40 character limit. - Click the Details sub-tab.
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Add a description of the app’s purpose and contents so that your colleagues understand
how to use the data.
- Click the pencil icon in the description field.
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Type a description.
The description is automatically saved.
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Change the app’s default icon to make it easier to distinguish from other apps.
- Click the default icon.
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Select an icon from the gallery.
The new icon is automatically saved.
Important When users are deactivated, they lose share and delete access to all
apps they manage. To avoid "stranding" an app, be sure that manager access is assigned to at
least one active user BEFORE deactivating the user who's the manager of the app.
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