--- schema_version: "1" id: 8a953f8be147bcf6754b8500f1b46bb73a4706d2c1c74cec626d6732bf8ae091 title: Multi Org Sales Analytics Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_multiorg_sales.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_multiorg_sales.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 56ea79d98a680eff798429b061479f4141d6bd2c44d64218b6779dfbeaffc3c7 description: Use the Multi Org Sales Analytics template to create a scaled-down version of the Sales Analytics that pulls in data from all your connected orgs. products: - CRM Analytics - Cross Cloud release: "264" --- # Multi Org Sales Analytics Template Use the Multi Org Sales Analytics template to create a scaled-down version of the Sales Analytics that pulls in data from all your connected orgs. ### Required Editions
User Permissions Needed
To create and manage the Multi Org Sales Analytics app: Manage CRM Analytics Templated Apps
  Manage Einstein Discovery
To use the Multi Org Sales Analytics app: Use CRM Analytics Templated Apps
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important See [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.") for general app creation procedures for all CRM Analytics templated apps. The information here provides specifics about creating and using the Multi Org Sales Analytics app. ![The Multi Org Sales app Company Performance dashboard with the Data Source menu open to let you select the org data to view.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_multi_org_sales_template_dashboard.png) Now you can create a version of the Sales Analytics app that includes data from all the Salesforce orgs you use to manage sales interactions. You get key dashboards that help sales managers unlock the full power of Sales Cloud data—from any org already connected to CRM Analytics. Select the orgs whose data you want to add to the app in the configuration wizard when you create the app. Then, when you use the app’s interactive dashboards, choose the org data you want to view. ![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 Multi Org Sales Analytics doesn’t support sharing rules or security predicates when you first create the app. Initially, all users can view all data in app dashboards, and you can’t restrict access to data by role. You can build a security model for app data by customizing datasets after the template has been created. ## Org Requirements Your org requires the following before you can create an app from the Multi Org Sales Analytics template: ![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 The org you use to create the Multi Org Sales Analytics app is referred to as the _local org_. Other orgs with Sales Cloud data you add to the app are referred to as _connected orgs_. - Make sure you and all app users have an CRM Analytics Plus license or the CRM Analytics Growth license for an org. - You only need an CRM Analytics Growth license or CRM Analytics Plus license for your local org. - Create connections from the local org to connected orgs before attempting to create the app. Connected orgs must support API version 35 or higher. See [Create a Remote Connection](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_connectors_remote.htm&release=264.0.0&type=5 "Create a remote connection to sync external data with CRM Analytics. For each connector, we provide information on how to create the connection, configure its properties, and track important considerations."). Or watch the first 1:20 of the video [Connect to External Orgs](https://salesforce.vidyard.com/watch/qYMyHRSorBva73YGLpZDKv). - Sales Analytics data requirements apply to Multi Org Sales Analytics. See [Sales Analytics Limitations](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_limitations.htm&release=264.0.0&type=5 "Sales Analytics requires that Sales Cloud include specific data and supports a limited set of Salesforce objects."). Also, the Multi Org Sales Analytics doesn’t enable you to include data from the Campaign object. - All connected orgs must use the same objects as the local org, and all those objects must contain data. If they don’t, app creation may fail. - Only the local org supports action menus. To add action menus to connected orgs, see [Add Actions to Dimensions](https://developer.salesforce.com/docs/analytics/bi-dev-guide-xmd/guide/bi-xmd-add-record-level-actions.html) in the _CRM Analytics Extended Metadata (XMD) Developer Guide_. - The local and connected orgs are limited to a combined maximum of 100 objects or the Multi Org Sales Analytics dataflow fails. - Schedule data connections to sync every day at a time before [the daily dataflow](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5 "The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions.") for the Multi Org Sales Analytics app. It’s recommended that you set data connections to sync at least 3 hours before the dataflow. The Multi Org Sales Analytics app doesn’t contain the latest data if the daily data syncs don’t finish running before the daily app dataflow starts running. See [Schedule, Run, and Monitor Data Sync](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_schedule_run_monitor_replication.htm&release=264.0.0&type=5 "In CRM Analytics, you can schedule sync to run automatically, manually run a sync, and monitor a sync's progress, all in the data manager."). - Set [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5 "Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.") to enable the Analytics Integration User to see the fields that you want to analyze. During app creation, CRM Analytics checks your org’s field-level security and lets you know if you have to edit it. ## Multi Org Sales Analytics Configuration Wizard Use the Multi Org Sales Analytics configuration wizard to add data from other connected orgs with Sales Cloud data to your app. - In CRM Analytics Studio, click **Create**, then **App**. - Select **Create App from Template**. On the Choose an App Template page, find Multi Org Sales Analytics, and select it. Then click **Continue**. - That brings you to the Multi Org Sales Analytics page. Have a quick look at a preview of app dashboards, and click **Continue**. - The next page requires you to add data from connected orgs to your app. Select the connected orgs you want to use and click **Looks good, next**. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important Be sure that the number of objects from the local org and connected orgs combined doesn’t exceed 100 or the dataflow fails. - That starts a compatibility check of the local org. It checks to be sure that the data in the org meets the data requirements to create the app. If it determines that the local org doesn’t contain the required data, you see error messages with instructions on what to fix. Once the compatibility check finishes running, click **Looks good, next**. - The next page lets you choose to add data from the Products, Leads, and Cases objects in your local org to your app. Select the ones you want, then click **Looks good, next**. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important Be sure that the connected orgs contain data in the selected objects. If they don’t, app creation may fail. - On the next page, click **Sync Data** to bring in data from the connected orgs. When the progress bar reaches 100%, click **Looks good, next**. - Name your app, and click **Continue**. CRM Analytics creates your app and shows a page with status. If app creation fails, check to see if the sync with connected orgs succeeded. - Click the wheel icon at upper right, and select **Data Manager**. - To see the status of your data connections, click **Connect** in the left-hand column. - Roll over the icons next to the names of the connections to see their status. The icons show green if the data sync succeeds, red if the sync fails. - You can try rerunning the sync. Click the arrow to the far right of the connection name and select **Run Data Sync**. - Data sync fails for one of two reasons: - The number of objects in your local and selected remote orgs exceeds 100. - One or more of your remote orgs don’t contain data in the same objects as the local org. - Fix the issue and try creating the app again. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important The Multi Org Sales Analytics Template uses multiple connections. Be sure to schedule sync for each of them as described in [Schedule Data Sync and the Dataflow for an CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5 "The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions."). The app uses only a single dataflow. Schedule the dataflow to run as instructed starting in Step 5 of [Schedule Data Sync and the Dataflow for an CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5 "The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions."). ## Use the Multi Org Sales Analytics App Open the app. - From the app picker ![The Lightning Experience app picker](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/app_launcher_icon.png), select **CRM Analytics Studio** to open the CRM Analytics home page. - Under **Browse** in the left column, select **All Items**. - Select the **Apps** tab, then click your app to open it. If you can’t immediately find it, consult your Salesforce administrator to find out the name they gave it when creating the app. Click **Run App**. The app opens to the Company Overview dashboard. Navigate to the app’s other dashboards by following the links across the top. The app includes dashboards from the Sales Analytics app’s targeted for sales managers. App dashboards function identically to the Sales Analytics dashboards with one addition. Use the **Data Source**menu to select the org data to view in the dashboard. ![The Multi Org Sales Company Overview dashboard showing Data Source menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_multi_org_sales_dashboard_detail.png) Follow help links from the dashboard to details about using the dashboards and metric calculations. Or, follow the links here. - [Accounts](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_rep_accounts.htm&release=264.0.0&type=5 "A snapshot of opportunity, case, and activity trends to help sales reps stay on top of all their accounts.") - [Activities](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_activities.htm&release=264.0.0&type=5 "See what your team’s been doing to keep on top of opportunities. Look at their total, completed, and overdue tasks and review each member’s calls, events, emails, and tasks.") - [Company Overview](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_overview.htm&release=264.0.0&type=5 "Intended to give sales leaders and operations staff high in the corporate hierarchy an overview of the sales business and operations.") - [Company Trending](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_team_trending.htm&release=264.0.0&type=5 "View company, team, and pipeline changes for a given period, including beginning and end values of the pipe as well as what’s moved in and out.") - [Lead Analysis](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_leads.htm&release=264.0.0&type=5 "Boost operational efficiency by taking a close look at your team’s lead conversions. Quickly identify leads that convert the most quickly and visualize the team’s conversion rate. And get a view into top leads by source and region.") - [Sales Performance](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_sales_performance_ops.htm&release=264.0.0&type=5 "Sales leaders: Drill into your closed business by geography, account, product, source, or other criteria to get a 360-degree view of the team’s operational efficiency.") - [Sales Stage Analysis](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_sales_stage.htm&release=264.0.0&type=5 "Shows how deals move through stages of the sales process and if deals are moving smoothly. Also reveals bottlenecks and exposes at-risk opportunities.") ![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 The following features used in the Sales Analytics are not supported in Multi Org Sales Analytics: - Forecasting - Opportunity splits - Product schedules