1. About the Service Analytics AppSalesforce created the Service Analytics app to make it easy forservice managers and agents to use data to drive the success of your service business. Learn theapp’s benefits before you create and use the app to explore your Service Cloud data.
2. Service Analytics Prebuilt Dashboards and DatasetsThe Service Analytics appincludes prebuilt dashboards and datasets to accelerate data exploration for both service managersand agents.
3. Set Up Permissions for the Service Analytics AppSet up your organization to use the ServiceAnalytics app by enabling Analytics and creating and assigning permission sets.
4. Create the Service Analytics App Follow these steps to create the Service Analytics and start uncovering thevalue of your Salesforce data—fast.
5. Customize Service Analytics with the Configuration WizardCreate Service Analytics withthe configuration wizard so the app reflects how your company prefers to view Service Clouddata.
6. Share the Service Analytics AppMembers of your team can only use the Sales Analytics app if you share it withthem.
7. Reconfigure the Service Analytics AppTo restore deleted or altered dashboards or change wizard settings, reconfigure an existing version of Service Analytics.
8. Delete the Service Analytics AppDelete apps to start app creation all over or to get rid of apps you no longer use.
9. Upgrade the Service Analytics AppTake advantage of the latest Service Analytics features by upgrading your app every time we release a new version.
10. Schedule the Service Analytics Daily DataflowSchedule a daily dataflow at a time outside standard business hours before you startexploring with Service Analytics.
11. Embed Service Analytics Sidebar Dashboards in a Salesforce PageAdd Service Analytics dashboards to Salesforce pages so your service team can get a complete view of their cases and take appropriate action.
12. Understand Service Analytics App LimitationsService Analytics requires thatService Cloud include specific data, initially supports a limited set of Salesforce objects, andhas other miscellaneous limitations.