1. About the Sales Analytics AppLearn the benefits of Sales Analyticsbefore you create and use the app to explore your Sales Cloud data.
2. Sales Analytics Prebuilt Dashboards, Lenses, and DatasetsThe Sales Analytics app includes prebuilt dashboards, lenses, and datasets to accelerate your dataexploration.
3. Set Up Permissions for the Sales Analytics AppSet up your organization to use the Sales Analytics app by enabling Analytics and creating and assigning permission sets.
4. Create and Share the Sales Analytics App Follow these steps to create Sales Analytics and start uncovering the valueof your Salesforce data.
5. Customize Sales Analytics with the Configuration WizardCreate Sales Analytics with theconfiguration wizard so the app reflects how your company prefers to view Salesforcedata.
6. Delete the Sales Analytics AppDelete apps to start app creation all over or to get rid of apps you no longer use.
7. Upgrade the Sales Analytics AppTake advantage of the latest Sales Analytics features by upgrading your app whens we release a new version.
8. Reconfigure the Sales Analytics AppTo restore deleted or altered dashboards or change wizard settings, reconfigure anexisting app.
9. Collaborative Forecasting and Quotas Data in Sales AnalyticsSales Analytics gives you achoice for how to include your team’s quotas depending on whether you use the Sales CloudCollaborative Forecasts feature to store quotas data.
10. Schedule the Sales Analytics Daily Dataflow Schedule a daily dataflow at a time outside standard business hours before you start exploring with Sales Analytics.
11. Integrate Sales Analytics With SalesforceMake Sales Analytics more usable byperforming a variety of optional integrations and customizations.
12. Understand Sales Analytics App LimitationsSales Analytics requires that Sales Cloudinclude specific data and supports a limited set of Salesforce objects.
13. Get to Know Sales Analytics Data TerminologyTo make the best use of Sales Analytics,it’s helpful to understand the metrics and terms used in the app.