How to Answer CRM Analytics Template Custom Wizard
Questions
Some CRM Analytics templates include a custom configuration wizard, which asks you a
series of questions about your data. Follow these general guidelines to get the best result.
Help for each template with a custom wizard provides details for that template.
Required Editions
| User Permissions
Needed |
| To create and manage the Adoption Analytics app: |
Manage CRM Analytics Templated Apps |
| To use the Adoption Analytics app: |
Use CRM Analytics Templated Apps |
- Most questions provide answers in pick lists showing fields from Salesforce
objects. The lists include standard Salesforce fields and any custom fields you’ve
set up on an object. Answer these questions by selecting from the fields shown. Most
questions of this type let you choose only one field, and some let you choose multiple
fields.
- You can choose a field from an object only one time. After you select a field, it’s no
longer available as an answer to other questions.
- Other questions are yes/no, provide a set of options, or require you to enter
text.
- Questions marked with an asterisk (*) require answers.
- Using the default answers results in a useful set of dashboards. If you’re not
sure what to select, use the answer that’s preselected. Some questions do not have
preselected answers. In those cases, CRM Analytics reminds you to make a selection. If
you’re not happy with the result, you can delete the app and create it again.
- You control only parts of the app with wizard settings, such as the filters used in
dashboards. We built the app to provide immediate value without much work on your
part.
- Only some answers make sense given the question’s context. The answer pick-lists contain
many fields, but only some make sense for your app. For example, it’s unlikely that you
filter Accounts data by Photo URL, even though the Accounts object includes a Photo URL
field.
