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Customize Sales Analytics with the Configuration Wizard
Create Sales Analytics with the configuration wizard so the app reflects how your company prefers to view Salesforce data.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
When you start the app creation process, Sales Analytics opens the configuration wizard. The wizard guides you through these steps.
- Checks your org to be sure it meets minimum data requirements and to detect features that can be added to your app. The results let you know if you have to add data or change Salesforce settings to create the app. It also lets you know about available features.
- Asks you to choose between basic and custom create options. Basic is intended for first-time app users, while custom lets experienced administrators fine-tune app setup.
- Choose the basic option, and CRM Analytics creates the app quickly with default settings.
- Choose custom and the wizard guides you through the steps to fine-tune your app.
- Add features to your app
- Answer a series of questions about how you use data in your org.
The following provide details about each using each part of the wizard. Read them in the order
shown to get the best results when you create Sales Analytics. Click the question mark 
in the top-right
corner of each page of the wizard to see help for that page.
- Sales Analytics Wizard Data and Feature Check
At the start of app creation, Sales Analytics scans your org. It checks to make sure you can create the app and looks for features and data to add to your app. - Choose Sales Analytics Wizard App Creation Options
After Sales Analytics checks your org’s data and features, choose between basic and custom app creation options. - Use the Sales Analytics Wizard Basic Create Option
Select the basic app creation option when you create Sales Analytics for the first time or when you want to create the app quickly. - Use the Sales Analytics Wizard Custom Create Option
Custom app creation gives more advanced Salesforce administrators fine-grained control over Sales Analytics features and data. - How to Answer Custom Wizard Questions
The custom version of the Sales Analytics configuration wizard asks you a series of questions about your data. Follow these general guidelines, and the specifics that follow, to get the best result. - Opportunities Questions, Sales Analytics Custom Wizard Step 5 of 9
Tell Sales Analytics how you prefer to view data from the Opportunities object. - Products Questions, Sales Analytics Custom Wizard Step 6 of 9
Tell Sales Analytics how you prefer to view data from the Opportunities object. - Questions To Fine-Tune Sales Analytics, Custom Wizard Step 7 of 9
Answer questions about data visibility as well as account team, opportunity team, and record type data in Sales Analytics. - Questions About Leads Sales Analytics, Custom Wizard Step 8 of 9
Answer questions about how Sales Analytics displays data from the Leads object. - Bring Data into Sales Analytics, Custom Wizard Step 9 of 9
Optional questions that let you add data to Sales Analytics.
See Also
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