Choose Service Analytics App Creation Options

Select Basic if you’re using Service Analytics for the first time. It sets up your app quickly based on standard settings determined by the org compatibility check. You get an immediately useful version of the app so you can see how it works. Experiment with it and share it with your team. Based on what you learn, change the standard settings by recreating the app using the custom create option.

Service Analytics disables basic app creation if the Analytics Integration User can’t access all required fields. If the basic option is disabled, click Back to return to the org check and follow the instructions in the field-level security tooltip and error message.

Select Custom and follow additional steps in the wizard to make your own, custom settings to reflect the way you and others on your team want to view data. The initial, default settings in the screens that follow are the ones used when you create an app using the basic create option. Custom create lets you vary these settings to meet your team’s specific needs. You can choose to add or delete features detected by the org check. You can also make specific choices about the data used in the app’s dashboards.

Whether you use basic or custom create, Service Analytics runs a final scan of your org’s field-level security settings. The scan detects if the Analytics Integration User has access to all data fields required to create the app. If the scan fails, you see a message telling you how to fix the issue. For more information about field-level security settings, see See Create Service Analytics, Step 2.