Use the Sales Analytics Wizard Basic Create Option

Use the Sales Analytics Wizard Basic Create Option

Select the basic app creation option when you create Sales Analytics for the first time or when you want to create the app quickly.

Required Editions

User Permissions Needed
To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
  Edit CRM Analytics Dataflows
  • Select Basic.
  • Click Looks good, next.
  • Name your app, and click Create.

Basic create settings

The basic create option uses data, features, and default settings detected in Salesforce during the compatibility check that runs when you start app creation. It uses the following when creating your app:

  • Data from Opportunities, Accounts, Users, Tasks, and Events objects.
  • Opportunity Line Items data, if the check detects more than 10 rows in the Opportunity Line Items table.
  • Forecasting data, if the check detects more than 10 rows in the Forecasting Item table.
  • Opportunity Splits data, if the check detects more than 10 rows in the Opportunity Splits table.
  • Leads data, if the check detects more than 10 rows in the Leads table.
  • Account Hierarchy data, if the check detects at least one account with a parent account.
  • Role hierarchy data, if the check detects at least one role with a parent role.
  • Product Schedules data, if the check (detects at least 10 rows of data in the Opportunity Line Item Schedule table and you do not use Forecasting or Opportunity Splits.

Using the basic create enables users to view data owned by them and their subordinates. It also uses only standard fields. To use data not listed here, including custom fields, use the custom create option. For more details, see Use the Sales Analytics Wizard Custom Create Option.

Consult Create and Share Sales Analytics to learn the process for creating your app.