Use the Approval Analytics app to view approval history, understand trends, identify
bottlenecks, and act to streamline the process. See the number of approvals and rejections,
pending approvals, who’s approved what, and how long approvals take. The Approval Analytics
template guides you through creating the app.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also
available in Developer Edition. Requires a CRM Analytics license.
|
| User Permissions
Needed |
| To create and manage the Approval Analytics app: |
Manage CRM Analytics Templated Apps |
| To use the Approval Analytics app: |
Use CRM Analytics Templated Apps |
Before you create an app, make sure that:
- Your org has an approval process defined and at least one object with a record submitted
for approval.
- The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that
you want to analyze.
-
From the Analytics tab or Analytics Studio, click Create and
then select App.
-
Select the Approval Analytics template to open the guided flow.
The guided flow checks that your org meets the minimum requirements.
-
If your org meets the minimum requirements, click Looks good,
next.
If the requirements aren’t met, check the feedback.
-
Name and save your app.
