---
schema_version: "1"
id: e351b967775c3bc6a88aeb715806f7bd69ee30308c3db2d2e8fa522e993f02f6
title: How to Answer Custom Wizard Questions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_sales_analytics_wizard_guidelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_guidelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 12e8e668f1307a1477925f398db74a25e13f47546872566e8902c71137bba187
description: The custom version of the Sales Analytics configuration wizard asks you a series of questions about your data. Follow these general guidelines, and the specifics that follow, to get the best result.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# How to Answer Custom Wizard Questions

The custom version of the Sales Analytics configuration wizard asks you a series of questions about your data. Follow these general guidelines, and the specifics that follow, to get the best result.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d178236e34">User Permissions
            Needed</th>
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      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d178236e34 ">To create and manage CRM Analytics apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d178236e34 ">Manage CRM Analytics Templated Apps</td>


        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d178236e34 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d178236e34 ">Edit CRM Analytics Dataflows</td>

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      </tbody>
    </table>

- Most questions provide answers in pick lists showing fields from Salesforce objects. The lists include standard Salesforce fields and any custom fields you’ve set up on an object. Answer these questions by selecting from the fields shown. Most questions of this type let you choose only one field, and some let you choose multiple fields.
- You can choose a field from an object only one time. After you select a field, it’s no longer available as an answer to other questions.
- Other questions are yes/no, provide a set of options, or require you to enter text.
- Questions marked with an asterisk (\*) require answers.
- Using the default answers results in a useful set of dashboards. If you’re not sure what to select, use the answer that’s preselected. Some questions do not have preselected answers. In those cases, CRM Analytics reminds you to make a selection. If you’re not happy with the result, you can delete the app and create it again.
- You control only parts of the app with wizard settings, such as the filters used in dashboards. We built the app to provide immediate value without much work on your part.
- Only some answers make sense given the question’s context. The answer pick-lists contain many fields, but only some make sense for your app. For example, it’s unlikely that you filter Accounts data by Photo URL, even though the Accounts object includes a Photo URL field.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png)

Important Fields that aren’t available to the Analytics Integration User aren’t visible in the wizard.

## Accounts Object Questions, Sales Analytics Custom Wizard Step 4 of 9

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note This page is labeled _Step 4 of 9_, even though it’s the first page of questions you see after you select custom create. This step is the fourth of nine for creating Sales Analytics with the custom option.

- Question 1, mandatory: Sales Analytics dashboards provide two filters for customer data from the Accounts object. Your answer to this question designates the field used in the first filter.
- Question 2, mandatory: Your answer designates the field used in the second customer data filter.
- Question 3, mandatory: Sales Analytics dashboards provide two filters for source data. Your answer designates the from Accounts to use for the first source filter. (The second pertains to the Opportunities object, which is covered in the next wizard page.)
- Question 4, mandatory: Sales Analytics dashboards provide two filters for customer geography data from the Accounts object, and your answer to this question designates the field used in the first filter.
- Question 5, mandatory: Your answer designates the field used in the second geography data filter.
- Question 6, mandatory: Your answer designates whether the app’s dashboards include account hierarchy data. The Salesforce account hierarchy lets you view relationships between parent accounts and their subsidiaries.