Sales Analytics Wizard Data and Feature Check
At the start of app creation, Sales Analytics scans your org. It checks to make sure you can create the app and looks for features and data to add to your app.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
Sales Analytics checks your org for data and
features when you open the configuration wizard. If it finds any issues you need to correct
before creating the app, you see messages that tell you what to do. Position your cursor over
the tooltip 
for more information.
Here are details about each phase of the check.
Minimum Requirements
To enable app creation, your org must have the following:
- At least one account, opportunity, task, and event.
- At least one event and one task connected with an opportunity.
- Three opportunity history rows.
If you see an error message, go to Sales Cloud, create the required record or row, and try creating the app again.
Features to Add to Your App
The wizard checks to see if you track data about the following in your org.
- Opportunity Line Items
- Account Teams
- Opportunity Teams
- Cases
- Campaigns
- Leads
- Forecasting
- Forecasting Quota
- Opportunity Splits
The tooltip tells you what are available in your org. Basic app creation automatically adds those
features. Custom app creation lets you choose the ones to add.
Selecting both Opportunity Splits and Forecasting pulls in quota data for the split type you've selected in your org.
Sales Analytics only supports the standard OpportunityRevenue forecasting type unless you use opportunity splits for tracking revenue. If that’s the case, the app takes over the splits forecasting type. (Splits have to add up to 100%). The app does not support use of product schedules in combination with splits or forecasts.
Field-Level Security
The wizard checks if the Analytics Integration User has access to all fields needed to create the app using the basic create option. If the Integration User can’t access all fields, you see a warning and the tooltip lists the fields that lack access. Go to Salesforce Setup and provide access to those fields. See Create and Share Sales Analytics App, Step 8, for details. Until all fields are available, you can’t use the basic create option.
Salesforce Settings
The wizard looks for your org’s settings for fiscal year start date and currency and uses them for Sales Analytics. It also checks to be sure your org has at least one account with a parent. If it does not, you see a warning.
Additional Data Check
The wizard checks to see if your org uses Manager and Role Hierarchy. It uses that information to customize Sales Analytics dashboards. See Sales Analytics Dashboard Guide for details.