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            Create the Adoption Analytics App

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            Create the Adoption Analytics App

            Guided setup walks you through creating an app from the Adoption Analytics template.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To create and manage the Adoption Analytics app:

            Access Adoption Analytics Templates and Apps

            AND

            Manage CRM Analytics Templated Apps
            To use the Adoption Analytics app: Use CRM Analytics Templated Apps
            1. In the Analytics tab or Analytics Studio, select Create then App and select the Adoption Analytics template to open the guided flow.
            2. Choose whether to create an app or use the settings from an existing app, and click Continue.
            3. Enter the number of days of data, from 2 through 365, that you want CRM Analytics to store to use in the Adoption Analytics app.
              To prevent a user’s data from being retained, add the user’s 18-character Salesforce ID to the GDPR_Legal_Compute node in the dataflow.
            4. If your org doesn’t use user roles, set Remove UserRole dependencies to Yes.
            5. Click Looks good, next.
            6. Give your app a name, and click Create.

            See Also

             
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