Guided setup walks you through creating an app from the Adoption Analytics template.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
| To create and manage the Adoption Analytics app: |
Access Adoption Analytics Templates and Apps AND Manage CRM Analytics Templated Apps |
| To use the Adoption Analytics app: | Use CRM Analytics Templated Apps |
- In the Analytics tab or Analytics Studio, select Create then App and select the Adoption Analytics template to open the guided flow.
- Choose whether to create an app or use the settings from an existing app, and click Continue.
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Enter the number of days of data, from 2 through 365, that you want CRM Analytics to
store to use in the Adoption Analytics app.
To prevent a user’s data from being retained, add the user’s 18-character Salesforce ID to the GDPR_Legal_Compute node in the dataflow.
- If your org doesn’t use user roles, set Remove UserRole dependencies to Yes.
- Click Looks good, next.
- Give your app a name, and click Create.