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CRM Analytics
Reconfigure Service Analytics

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Reconfigure Service Analytics

To restore deleted or altered dashboards or change wizard settings, reconfigure an existing version of Service Analytics.

Required Editions

User Permissions Needed
To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
  Edit CRM Analytics Dataflows
Important
Important Important. Reconfiguring your app gets rid of dashboard customizations, including fields or objects added to the dataflow. It also deletes actions you enable, or changes to security settings and dashboard colors and labels. If you’ve made any customizations, save copies of your dataflow definition file or dashboards. Then copy them into your reconfigured app.
  1. Open the app landing page. If you see Upgrade instead of Reconfigure, you need to upgrade to the new version of the app before you can use the reconfigure feature. See Upgrade the Service Analytics App.
  2. Click the Reconfigure app link.
    Analytics app reconfigure link
  3. Review the next screen carefully. It warns you that reconfiguring overwrites customizations, including changes or additions you’ve made to your app. If you’re comfortable overwriting customizations, check the box and click Continue. If not, click Back or the X in the upper right corner.
  4. Complete the app creation process described in Create the Service Analytics App.
  5. At the end of the process, you’re asked if it’s OK to reconfigure your app. This gives you one more chance to make sure you want to overwrite customizations. If you are, click OK. Service Analytics creates a new version of your app.
 
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