You are here:
Considerations When Using CRM Analytics Templated Apps with Data Sync
If you use template-based CRM Analytics apps, such as Sales Analytics or Service Analytics, here are some things to consider before and after you enable Data Sync. Data Sync is enabled by default if you turned on CRM Analytics after the Winter ’20 release.
Enabling Data Sync When You’re Already Using CRM Analytics Templated Apps
If you already have CRM Analytics apps when you enable Data Sync, it’s important that the sync includes all the Salesforce objects and fields used in these apps. If it doesn’t, the affected CRM Analytics app dataflows fail. Before enabling Data Sync, ensure that all the required objects and fields are included.
- Before you enable Data Sync, set a recurring schedule on each CRM Analytics app dataflow. When you first enable Data Sync, CRM Analytics considers objects and fields only in scheduled dataflows.
- After you enable Data Sync, check sync settings to verify that all the required objects and fields are included. See Add and Remove Local Salesforce Objects and Fields from Data Sync.
- Run sync to ensure that all objects and fields in the CRM Analytics app dataflows have been synced.
- Run your CRM Analytics app dataflows, and verify that they run to completion.
- Schedule sync to run before all your dataflows to keep your CRM Analytics app data up to date.
Creating a CRM Analytics Templated App After Enabling Data Sync
When you create a CRM Analytics templated app, objects and fields from the new dataflow are included for sync, if they’re not already included. Complete these steps after you create a CRM Analytics app.
- Check sync settings, and verify that all the required objects and fields are included. See Add and Remove Local Salesforce Objects and Fields from Data Sync.
- Run sync, and ensure that all objects in the new dataflow synced.
- Run the new CRM Analytics app dataflow.
- Schedule the new CRM Analytics app dataflow to run after sync.
