Bring Data into Sales Analytics, Custom Wizard Step 9 of 9
Optional questions that let you add data to Sales Analytics.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
Note This page is labeled Step 9 of 9, even though it’s the sixth page of questions you
see after you select custom create. This step is the last of nine for creating Sales Analytics
with the custom option.
- Question 1, optional: Add fields from the Accounts object to Sales Analytics datasets.
- Question 2, optional: Add fields from the Opportunities object to Sales Analytics datasets.
- Question 3, optional: Add fields from the User object to the Sales Analytics Users dataset.
- Question 4, optional: Add custom fields from the Event object to the Sales Analytics Activities dataset.
- Question 5, optional: Add fields from the Product object to the Sales Analytics Oppty Products dataset. This question appears only if you select Products on the page that lets you add data to the app.
- Question 6, optional: Add fields from the Leads object to the Sales Analytics Leads dataset. This question appears only if you select Leads on the page that lets you add data to the app.
- Question 7, optional: Add fields from the Cases object to the Sales Analytics Cases dataset. This question appears only if you select Cases on the page that lets you add data to the app.