Create an Event Monitoring Analytics App That Incrementally Refreshes Data

Create an Event Monitoring Analytics app and configure it to incrementally add new event log file data since the last dataset update. This configuration reduces the likelihood of reaching row count limits and your 24 hourly rolling upload limit. It also speeds up dataset refreshes for large datasets.

Required Editions

Available in both Salesforce Classic (not available in all orgs) and Lightning Experience.

Available in: Enterprise, Performance, and Unlimited Editions

Requires Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.

User Permissions Needed
To use Event Monitoring Analytics apps: Use CRM Analytics Templated Apps
To create and manage Event Monitoring Analytics apps: Access Event Monitoring Analytics Templates and Apps
  Manage CRM Analytics Templated Apps
  Edit CRM Analytics Dataflows

If you haven’t enabled permissions and event log file integration, complete the steps in Enable CRM Analytics and Event Monitoring Integration with CRM Analytics.

To minimize your chances of hitting your 24 hourly rolling upload limit, apply this configuration to all of your Event Monitoring Analytics apps.

  1. Log in to Salesforce.
  2. Select CRM Analytics from the App Picker.
  3. Click App, select Event Monitoring Analytics App, and then click Continue.
  4. Click Continue until the Event Monitoring Analytics App - Personalize wizard appears.
  5. Continue through the wizard, and accept the default settings or select new values.
  6. Enable the Add only new event log file data to existing datasets? setting.
  7. Name your app.
  8. Click Create. The app creation process can take a while. To check the progress, select Data Manager from the gear menu at the top of the page. If any part of your app creation fails, you must recreate the app.
  9. After your app is ready to go, you can share it with other users in your org. Remember that only users with the Manage CRM Analytics Templated Apps and Access Event Monitoring Analytics Templates and Apps permissions can see the app. To share your app, hover your mouse over the app tile on the CRM Analytics home screen and click Share. You can also share from the app.

Because event log files have a 24-hour generation period, you don’t see your data in the app for the first day after you create it. Incrementally refreshing data means that your apps accrue data daily over the 30-day retention period starting the first day they’re created.

Event log file data is available for the past 30 days. If you have a Developer Edition org, it’s available for the last 24 hours.

We recommend that you schedule your dataflows to run daily.