Add Data and Features

The first window in the custom creation process lets you add data and features to your app. By default, Sales Analytics includes data from selected fields in the following standard Salesforce objects:

• Accounts
• Users
• Roles
• Opportunities
• Projects (Opportunities line item)
• Tasks
• Events

Custom app creation lets you choose some of the fields used in Sales Analytics dashboards.

The compatibility check that run at the start of app creation looks for other available data and features. The wizard displays the results on the first custom create window, letting you know which features you use in your org. If you use a feature, this window tells you if it’s available to your app. If you don’t use the feature, Sales Analytics tells you it’s not available.

Sales Analytics preselects the features used for basic app creation. You have the option of adding others. Preselected options contain a check mark in the upper right corner. Add other available options to your app by clicking them. Click options with a check mark to deselect them. Here are the options Sales Analytics lets you add, if available, and details about adding each.

• Products. Select to add Product objects data to your app. If you select, Sales Analytics adds questions to the wizard that ask how to display Products data in the app.
• Opportunity Splits. Select to add data about how members of your team share revenue from an opportunity. If you select, Sales Analytics creates an Opportunity Splits dataset and uses the data in the following dashboards:
  • Company Overview
  • Forecast
  • Home
  • Leaderboard
  • Sales Overview Home (Embedded)
  • Team Benchmark

  If you select, Sales Analytics adds questions to the wizard about how to display data about Opportunity Splits and total amount for products in the app. Do not select if you use Product Schedules.

• Collaborative Forecasting. Preselected If your org uses the Salesforce Forecasting feature in Sales Cloud, which automatically adds quota information from Sales Cloud Forecasting Quotas. If it’s not preselected and you want to add quotas data to your app, see Forecasting and Quotas Data in Sales Analytics. With Collaborative Forecasting selected, Sales Analytics adds questions to the wizard about how to display data about total amounts for opportunity and products in the app. Do not select if you use Product Schedules.
  

  Important

  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.

• Product Schedules. Select if you sell products with scheduled payment contracts. Can only be selected if you do not select Opportunity Splits or Collaborative Forecasting. With Product Schedules selected, Sales Analytics adds a Product Schedules dataset and uses the data in all dashboards except the following:
  • Company Trending
  • Sales Stage
  • Team Trending
  • Trending
• Leads. Select to add Leads object data to your app. With Leads selected, Sales Analytics adds questions to the wizard about how to display data about leads in the app.
  

  Note At least one lead must have been converted into an opportunity for Sales Analytics to pull in leads.
• Cases. Select to add Cases object data from the Service Cloud to your app. If you select, Sales Analytics adds service performance visualizations to the Executive Overview dashboard. See Sales Analytics Executive Service Performance. With Cases selected, Sales Analytics adds questions to the wizard about how to display data about cases in the app.
• Campaigns. Select to add Campaigns object data.