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Create and Share Sales Analytics
Follow these steps to create Sales Analytics and start uncovering the value of your Salesforce data.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
For rapid app creation, choose Basic creation, which uses default settings to create Sales Analytics. To set up Sales Analytics according to your team’s specific Sales Cloud analytics requirements, choose Custom creation.
If you use the Sales Cloud Forecasting feature to store quota data, the data is automatically available to Sales Analytics. If you track quotas outside of Salesforce, you need to upload a quota’s .CSV to include quotas in Sales Analytics dashboards. See Forecasting and Quotas Data in Sales Analytics.
- Log in to Salesforce and open CRM Analytics Studio. In Salesforce Classic, select
CRM Analytics Studio from the Lightning Platform menu (top right
of the Salesforce window). In Lightning Experience, from the App Launcher (
), find and open the CRM Analytics
Studio app. - Click Create, select App, select Sales Analytics, and then click Continue to open the configuration wizard. If you’ve created an app before: Choose between creating a brand new app or creating an app based on settings from a previously created app. Click Continue. Sales Analytics runs a compatibility check against your org to be sure it includes the data to successfully create the app’s datasets and dashboards. If it doesn’t, follow the instructions in the error message to add the required data and start the app creation process again.
- When the org compatibility check succeeds, click Looks good, next.
- Choose between using preselected standard settings or custom settings to set up your app. Select Basic to set up your app quickly based on standard settings determined by the org compatibility check. The standard settings include forecasting if you use the Sales Cloud Forecasting feature. Select Custom to open the configuration wizard, which you use to make your own, custom settings to reflect the way you and others on your team want to view data.
- If you choose Basic: You’re almost done. Click Looks good, next, and skip to Step 9.
- If you choose Custom: Click Looks good, next. The wizard asks you to choose Salesforce objects to add to Sales Analytics. It then takes you through a set of questions about how you prefer to view data. Go to Customize Sales Analytics with the Configuration Wizard for complete instructions on how to use the wizard.
- Give your app a name that’s easily recognizable to others in your company and click Create. That starts a dataflow that creates the app and its assets (which include a dataflow definition file, datasets, and dashboards).
- Before it creates your app, Sales Analytics checks to see that the CRM Analytics
Integration User has access to all fields in Salesforce you want your app to use. The
check happens in the background, and if it succeeds, the app creates successfully. If it
fails, you see an error that says the Integration User does not have access to specific
fields. If you receive that error, here’s what to do:
- In Salesforce Setup, go to Manage Users, then Profiles.
- Open the profile for the Analytics Cloud Integration User.
- Scroll down to Field Level Security and click View next to the objects indicated in the error message.
- Check Read Access for the fields indicated in the error message.
- Refresh your browser cache, and click Create again.
- The app creation process can take a few minutes. You can check the status of the dataflow: Open the CRM Analytics Home page, click the gear menu at the upper right of the page, and select Data Manager. From the pulldown menu, select Dataflow View and look for your app.
Share the App with Users
Now that you’ve created the app, share it with users in your organization. You can only share it with users who have the Use CRM Analytics Templated Apps and Access Sales Cloud Analytics Templates and Apps permissions enabled.
- Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
- Click the Share icon
at upper right. - In the next screen, use the search field under Invite others: to find other users in your org.
- Select whether you want to make the selected user a Viewer, Editor, or Manager of the app. Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create, edit, and delete assets in the app.
- Click Add, then click Save.
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.
