Choose Public Sector Case Analytics App Creation Options

After Public Sector Case Analytics checks your org’s data and features, choose between basics and custom app creation options.

Select Basic if you’re using Public Sector Case Analytics for the first time. It sets up your app quickly based on standard settings determined by the org compatibility check. You get an immediately useful version of the app so you can see how it works. Experiment with it and share it with your team. Based on what you learn, change the standard settings by recreating the app using the custom create option.

Public Sector Case Analytics disables basic app creation if the Analytics Integration User can’t access all required fields. If the basic option is disabled, click Back to return to the org check and follow the instructions in the field-level security tooltip and error message.

Select Custom and use the wizard to make custom settings that reflect the way you and your team prefer to view data. The initial, default settings in the screens that follow are the ones used when you create an app using the basic create option. Custom create lets you vary these settings to meet your team’s specific needs. You can choose to add or delete features detected by the org check. You can also make specific choices about the data used in the app’s dashboards.

Whether you use basic or custom create, Public Sector Case Analytics runs a final scan of your org’s field-level security settings. The scan detects if the Analytics Integration User has access to all data fields required to create the app. If the scan fails, you see a message telling you how to fix the issue. For more information about field-level security settings, see Set Field Level Security to Enable Creation of an CRM Analytics Template