Service Analytics

The Service Analytics template gets you started fast with Analytics and provides a clear path through your Service Cloud data on any device. Whether you’re a service manager or agent, you get everything you need in one place to uncover key data insights to help you grow your business.

Tip Follow the steps in the order shown to get started with Service Analytics. If you haven’t used Analytics before, learn more about it from the Analytics Documentation.

Note Service Analytics is available only in English.

1. About Service Analytics
   Salesforce created the Service Analytics template to make it easy for service managers and agents to use data to drive the success of your service business. Learn the app’s benefits before you create and use the app to explore your Service Cloud data.
2. Service Analytics Prebuilt Dashboard and Datasets
   The Service Analytics app includes prebuilt dashboards and datasets to accelerate data exploration for both service managers and agents.
3. Set Up Permissions for the Service Analytics
   Set up your organization to use the Service Analytics by enabling CRM Analytics and creating and assigning permission sets.
4. Create Service Analytics
   Follow these steps to create Service Analytics and start uncovering the value of your Salesforce data—fast.
5. Customize Service Analytics with the Configuration Wizard
   Create Service Analytics with the configuration wizard so the app reflects how your company prefers to view Service Cloud data.
6. Share Service Analytics
   Members of your team can only use Service Analytics if you share it with them.
7. Reconfigure Service Analytics
   To restore deleted or altered dashboards or change wizard settings, reconfigure an existing version of Service Analytics.
8. Delete Service Analytics
   Delete apps to start app creation all over or to get rid of apps you no longer use.
9. Upgrade Service Analytics
   Take advantage of the latest Service Analytics features by upgrading your app every time we release a new version.
10. Schedule the Service Analytics Data Sync and Dataflow
    Schedule a daily app refresh to assure that Service Analytics uses up-to-date data.
11. Embed Service Analytics Sidebar Dashboards in a Salesforce Page
    Add Service Analytics dashboards to Salesforce pages so your service team can get a complete view of their cases and take appropriate action.
12. Understand Service Analytics Limitations
    Service Analytics requires that Service Cloud include specific data, initially supports a limited set of Salesforce objects, and has other miscellaneous limitations.