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            Reconfigure a CRM Analytics App

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            Reconfigure a CRM Analytics App

            To restore deleted or altered dashboards or change wizard settings, reconfigure an existing app.

            Required Editions

            User Permissions Needed
            To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
              Edit CRM Analytics Dataflows
            Important
            Important Reconfiguring your app gets rid of dashboard customizations, including fields or objects added to the dataflow. It also deletes actions you enable, or changes to security settings and dashboard colors and labels. If you’ve made any customizations, save copies of your dataflow definition file or dashboards. Then copy them into your reconfigured app.
            1. Navigate to CRM Analytics Studio and open the app. Make sure you’re viewing the app’s landing page and that you can see the app name at upper left, with a list of dashboards below.
            2. Click the Reconfigure app link below the app name. If you see Upgrade instead of Reconfigure, you need to upgrade to the new version of the app before you can use the reconfigure feature. See Upgrade a CRM Analytics App.
            3. Review the next screen carefully. It warns you that reconfiguring overwrites app customizations. If you’re comfortable overwriting customizations, check the box and click Continue. If not, click Back or the X in the upper right corner.
            4. Complete the app creation process described in Create and Share an App from a CRM Analytics Template.
            5. At the end of the process, you’re asked to confirm that you want to reconfigure your app. This gives you one more chance to make sure you’re comfortable overwriting customizations. If you are, click OK. CRM Analytics creates a new version of your app.
            Important
            Important If you delete your app, CRM Analytics doesn’t retain the answers you selected when you created that version of the app, and you have to start the creation process all over again. If you wish to reuse settings from the app, keep it until you’ve completed recreating the app and then delete it.
             
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