---
schema_version: "1"
id: 1504e87d8dc6eb693c1b5804941b05d5fde132d6b58b563dd054f925dd5dfe4d
title: Service Analytics Wizard Data and Feature Check
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_service_analytics_data_feature_check.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_service_analytics_data_feature_check.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 51ba010cad11d8b03302ea426aa95e6277f3310a5a41f2ed558f36d7bad0688b
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d58698e34">User Permissions
            Needed</th>
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      <tbody>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58698e34 ">To create and manage CRM Analytics apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58698e34 ">Manage CRM Analytics Templated Apps</td>


        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58698e34 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58698e34 ">Edit CRM Analytics Dataflows</td>

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    </table>

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

![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 CSAT and knowledge data can only be added using custom app creation.

## 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](https://help.salesforce.com/s/articleView?id=analytics.bi_app_service_wave_create.htm&release=264.0.0&type=5 "Follow these steps to create Service Analytics and start uncovering the value of your Salesforce data—fast."), 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.