Bring your historical data to life and gain insights into how your team uses an object by visualizing data from any Salesforce object that uses field history. The Change 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 Change Analytics app: | Manage CRM Analytics Templated Apps |
| To use the Change Analytics app: | Use CRM Analytics Templated Apps |
Before you create an app, make sure that:
- The object that you want to analyze has fields with Field History Tracking and valid history records
- 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 Change Analytics template to open the guided flow.
- Select an object.
Only the objects with history tracking enabled are listed.
- Select up to eight fields to track.
Only the object’s fields that have history records are listed.
- Select up to eight fields to include with the tracked fields.
The history for these fields isn’t tracked, but they’re included in the app’s datasets and dashboard filters for context.
- Click Looks good, next.
- Name and save your app.
Use a name that makes the app easy to find. For example, if you’re analyzing changes in the Case object, use a name such as Case Object Change Analytics.