Loading
Scheduled maintenance for Salesforce HelpRead More
CRM Analytics
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Before You Begin

          Before You Begin

          Before you create an app from the Analytics for Communications - Business template note these requirements

          Required Editions

          Available in: Developer edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
          Important
          Important For general app creation procedures for all CRM Analytics templated apps, see Create Apps from CRM Analytics Templates: Start Here.

          Note these requirements to create an app from CRM Analytics for Communications-Business app template:

          • Make sure that you and all app users have the CRM for Comms App license and the CRM Analytics Plus license.
          • Your org must have at least one record in each of the following objects: count, Opportunity, OpportunityLineItem, Order, Product2, Quote, and User.
          • Set Salesforce field-level security to enable the User to see all fields used in the app. See Set Field Level Security to Enable Creation of an CRM Analytics Template.
          Important
          Important Currently, the Analytics for Communications-Business app is only supported in orgs with Data Sync on.
           
          Loading
          Salesforce Help | Article