When you create Sales Analytics, CRM Analytics imports your Salesforce data into the app dataset based on your wizard selections. The dataset drive the app’s dashboards and lenses.
| Dataset Name | Contents | Special Requirements |
|---|---|---|
| Accounts | Data about accounts. Includes accounts without opportunities. | None. |
| Opportunities | Data about accounts, opportunities, and users. | None. |
| Oppty Products | Data about products with opportunities and accounts. | None. |
| Pipeline Trending | Opportunity historical Data. Tracks opportunity amount, close date, and stage changes over the life of an opportunity. | None. |
| Quota | Quotas data. | Upload a CSV file with quotas data to update this dataset if you store quotas data externally to Salesforce and don’t use the Salesforce Forecasting feature in Sales Cloud. |
| User Allocation | Applies role hierarchy information to quotas data during manager rollup. | None. |
| Users | Provides details about all users in an org. | None. |
| Roles | Basic data about user roles. | None. |
| Cases | Data about cases related to accounts. | Only included if you choose to import cases data to Sales Analytics through the configuration wizard. |
| Activities | Data about events and tasks. | None. |
| ForecastingItem | Data about forecasts and forecast adjustments. | Only included if you use the Salesforce Forecasting feature in Sales Cloud. |
| Leads | Salesforce leads data, including converted leads connected to accounts and opportunities. | Only included if you choose to import leads data to Sales Analytics through the configuration wizard. |
| Campaigns | Salesforce campaign data, including opportunities connected to campaigns. | Only included if you choose to import campaigns data to Sales Analytics through the configuration wizard. |
| Campaign Members | Data about campaign members with campaigns. See who's connected to which campaigns. | Only included if you choose to import campaigns data to Sales Analytics through the configuration wizard. |
| Opportunity Splits | Split opportunity data. | Only included if you choose to import opportunity splits to Sales Analytics through the configuration wizard. |
| Product Schedules | Data about products sold according to a scheduled payment contract. | Only included if you choose to import product schedules to Sales Analytics through the configuration wizard. |