--- schema_version: "1" id: 10e075eff3d9eca204008b225703daf56d14b3abb731489f5f7b5db9c7e439a8 title: Understand Sales Analytics Limitations collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_sales_wave_limitations.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_limitations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4f38db4b91c15c0a982231f82642ab952c40b9c203c943680d7375ba03e4e936 description: Sales Analytics requires that Sales Cloud include specific data and supports a limited set of Salesforce objects. products: - CRM Analytics - Cross Cloud release: "264" --- # Understand Sales Analytics Limitations Sales Analytics requires that Sales Cloud include specific data and supports a limited set of Salesforce objects. ## 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](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_design_datasets_with_dataflows_and_builder.htm&release=264.0.0&type=5 "Use a dataflow to create one or more datasets based on source data from existing datasets or synced data. A dataflow is a set of instructions that specifies what input data to include, how to transform that data, and which datasets to load the transformed data into."). 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](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_update_dataset.htm&release=264.0.0&type=5 "Sales Analytics gives you a choice for how to include your team’s quotas depending on whether you use the Salesforce Forecasting feature to store quotas data.") 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](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_update_dataset.htm&release=264.0.0&type=5 "Sales Analytics gives you a choice for how to include your team’s quotas depending on whether you use the Salesforce Forecasting feature to store quotas data."). ## 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.
  Standalone Sales Cloud Einstein CRM Analytics Growth or Plus
Data sources Salesforce data and CSV file for quotas data (see Sales Analytics Support for External Data) Salesforce data Salesforce and external data
Object support Standard and custom objects Standard objects Standard and custom objects
Data volume 25 million rows 25 million rows
  • CRM Analytics Plus: 10 billion rows
  • CRM Analytics Growth: 100 million rows
Can customize existing dashboards? Yes Yes Yes
Can create dashboards? Yes No Yes
Can customize existing datasets? Yes No Yes
Can create datasets? Yes (using standard Salesforce objects and up to 10 custom objects) No Yes
Can create custom CRM Analytics apps? No No Yes
Supports Einstein Discovery and Experience Cloud integration? No No Yes
Supports bulk actions and Apex steps? No No Yes
Supports Sales Cloud Einstein AI? No Yes No
Supports Salesforce Inbox? No Yes No