Answer questions about data visibility as well as account team, opportunity team, and record type data in 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 7 of 9, even though it’s the fourth page of questions you
see after you select custom create. This step is the seventh of nine for creating Sales
Analytics with the custom option.
- Question 1: Lets you control user access to data in your app. Here are
the available options:
- Option 1 enforces Salesforce role hierarchy, which means that users can only see data in Opportunities and Accounts owned by them and their subordinates.
- Option 2 enables team benchmarking. It lets users see data in Opportunities and Accounts owned by them and their subordinates. It also lets users see data from Opportunities and Accounts owned by others at the same level in the role hierarchy.
- Option 3 lets all users see all Sales Cloud data regardless of role.
- Question 2, mandatory: Select how your app handles Account Team information. Defaults to Option 3, which excludes Account Team data. Select Option 1 to add Account Team member data to datasets or Option 2 to add Account Team data and grant record visibility to members of the team.
- Question 3, mandatory: Select how your app handles Opportunity Team information. Defaults to Option 3, which excludes Opportunity Team data. Select Option 1 to add Opportunity Team member data to datasets or Option 2 to add Opportunity Team data and grant record visibility to members of the team.
- Question 4, optional. Only appears if your app detects that you segment opportunities by record types. Choose record types and CRM Analytics excludes unselected record types from datasets. Leave this question blank to include all record types.