Service Analytics Wizard Data and Feature Check
At the start of app creation, Service Analytics scans your org. It checks to make sure you can create the app and looks for features and data to add to your app.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
Service Analytics checks your org
for data and features when you open the configuration wizard. If it finds any issues you need
to correct before creating the app, you see messages that tell you what to do. Position your
cursor over the tooltip 
for more information.
Here are details about each phase of the check.
Minimum Requirements
Your org must have at least one closed case and one closed task to enable app creation. If you see an error message, go to Service Cloud, close a case and a task, and try creating the app again.
Features to Add to Your App
The wizard checks to see if you track data about the following in your org.
- Customer satisfaction (CSAT)
- Knowledge
- Case history
- Opportunity
- Queues
- Events
- Business hours
- Case record types
- Opportunity record types
- Telephony
- Chat
- Omni-Channel
The tooltip tells you what features are available in your org. Basic app creation automatically adds
those features. Custom app creation lets you choose the ones to add.
Field-Level Security
The wizard checks if the Analytics Integration User has access to all fields needed to create the app using the basic create option. If the Integration User can’t access all fields, you see a warning and the tooltip lists the fields that lack access. Go to Salesforce Setup and provide access to those fields. See Create Service Analytics, Step 2, for details. Until all fields are available, you can’t use the basic create option.
Fiscal Calendar Setting
The wizard looks for your org’s fiscal year start date and uses it for Service Analytics. To choose a different fiscal start date, use the app’s Custom create option.