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            Increase Approval Process Visibility with the Approval Analytics App

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            Increase Approval Process Visibility with the Approval Analytics App

            Use the Approval Analytics app to view approval history, understand trends, identify bottlenecks, and act to streamline the process. See the number of approvals and rejections, pending approvals, who’s approved what, and how long approvals take. The Approval Analytics template guides you through creating the app.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics license.
            User Permissions Needed
            To create and manage the Approval Analytics app: Manage CRM Analytics Templated Apps
            To use the Approval Analytics app: Use CRM Analytics Templated Apps

            Before you create an app, make sure that:

            • Your org has an approval process defined and at least one object with a record submitted for approval.
            • The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that you want to analyze.
            1. From the Analytics tab or Analytics Studio, click Create and then select App.
            2. Select the Approval Analytics template to open the guided flow.
              The guided flow checks that your org meets the minimum requirements.
            3. If your org meets the minimum requirements, click Looks good, next.
              If the requirements aren’t met, check the feedback.
            4. Name and save your app.

            See Also

             
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