Understand Sales Analytics Limitations

Sales Analytics Limitations

These limitations apply to Sales Analytics.

Sales Analytics Data Requirements

Sales Cloud data must meet these requirements for Sales Analytics dashboards to function correctly.

• Use standard sales objects.
• Have at least one event and one task connected with an opportunity.
• Enable history tracking for Amount, Stage, and CloseDate fields on the Opportunities object.
• Cases must be connected to Accounts if you choose to import Cases data to Sales Analytics using the configuration wizard.
• There are two requirements if you choose to import Leads data to Sales Analytics using the configuration wizard.
  • At least one lead must be converted to an opportunity.
  • The lead must be connected to an account.
• There are two requirements if you choose to import Campaigns data to Sales Analytics using the configuration wizard.
  • At least one opportunity must be connected to a campaign.
  • At least one campaign member must be connected to a campaign.
• There are two requirements if you choose to import opportunity record types to Sales Analytics using the configuration wizard.
  • At least one opportunity record type must be defined.
  • The opportunity record type must be connected to at least one opportunity.

Sales Analytics Support for Salesforce Objects and Fields

Sales Analytics supports all Salesforce standard and custom objects and data. To add custom objects or fields not included when you created the app, update the Sales Analytics dataflow. See Design Datasets with Dataflows and the Dataset Builder.

When you create the app, it includes only a predefined set of objects and fields. Sales Analytics creates a dataflow that exposes selected fields from these standard Salesforce objects:

The fields provided are determined by the answers that you provide when you create the app using the built-in configuration wizard.

Sales Analytics supports standard and custom fields on standard Sales Cloud objects. The fields provided are determined by the answers that you provide when you create the app using the built-in configuration wizard.

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

Sales Analytics Support for External Data

Sales Analytics doesn’t support external data sources, except a CSV file that contains quota data at the user level. Importing other external data requires an extra license. See your Salesforce representative for details.

To include data about quotas in Sales Analytics, upload a CSV file with the details. Sales Cloud Einstein customers who use Sales Analytics must use Salesforce Forecasting to see quota data. You can’t edit the quota dataset. See Forecasting and Quotas Data in Sales Analytics.

Other Contractual Sales Analytics Considerations

The Sales Analytics Apps license doesn’t support using CRM Analytics platform bulk actions or Apex steps. This limitation is contractual, not technical. Licensee agrees to strictly monitor its use of CRM Analytics platform features.

Sales Analytics Limitations for Sales Cloud Einstein and CRM Analytics Growth or Plus (Platform) Customers

Sales Analytics is available through three licenses.