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CRM Analytics
Use the Service Analytics Basic Create Option

Use the Service Analytics Basic Create Option

Select the basic app creation option when you create Service Analytics for the first time or when you want to create the app quickly.

Required Editions

User Permissions Needed
To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
  Edit CRM Analytics Dataflows

The basic create option uses data, features, and default settings detected during the compatibility check that runs when you start app creation.

The wizard asks you a single, required question about the field you use to categorize cases. Choose the name of the field your business uses most to identify and organize cases, such as service product, type or level. Then click Looks good, next.

Name your app, and click Create.

Basic create can’t use customer satisfaction and knowledge data. Service Analytics requires more information about how they’re used in your org before creating an app. To add them, use the custom create option, and the wizard asks for the required details.

Basic create uses these settings.

  • To identify cases by geography, the Billing State/Province field from the Accounts object.
  • Fifty (50) seconds as the maximum time agents can keep customers waiting during phone calls.

To vary these settings based on how you use Service Cloud, select the custom create option.

Consult Create Service Analytics for details about creating your app.

 
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