Templated apps setup, reconfiguration and upgrades
Which templated app fits a requirement, how Basic and Custom creation and the configuration wizard work, the data each app needs first, what Reconfigure, Upgrade and Create new app do to customisations, and how app refreshes and event log timing behave.
Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.
~8 min read · 12 practice questions ·
What the exam expects
- Recommend a templated app (Sales Analytics, Service Analytics, Approval Analytics, Event Monitoring Analytics) from the data and the question the business has.
- Choose Basic or Custom creation and explain what the configuration wizard can and cannot change.
- Check an org's data and access prerequisites before creating Sales Analytics or Approval Analytics.
- Choose between Reconfigure app, Upgrade current app and Create new app, and say which customisations each removes.
- Keep templated app data fresh from App Install History, and explain why event log data lags.
- Monitor how teams use CRM Analytics assets with the Adoption Analytics app.
Key terms: templated app (an app created from a template with ready-made datasets, lenses and dashboards); configuration wizard (the questions whose answers shape the app's data and dashboards); Basic option (one-click creation with the default wizard answers); Reconfigure (re-running the wizard on the current version); Upgrade current app (overwriting the app with a new template version); App Install History (the Setup page that monitors installs and runs refreshes).
Key facts
- Detail
- Creates the app with default wizard answers
- Detail
- Filters and KPI fields; not layout or most content
- Detail
- Event and task on an opportunity; history on Amount, Stage, CloseDate
- Detail
- Only a user-level quota CSV
- Detail
- Approval process with a submitted record; Integration User FLS
- Detail
- Overwrites assets; deletes dataflow additions, security, labels, colours
- Detail
- Restores dashboards, changes answers, removes customisations
- Detail
- Wizard answers aren't retained
- Detail
- Daily or weekly, scheduling user's time zone
- Detail
- Only CRM Analytics logs; up to 365 days, counted against rows
- Detail
- Unavailable for at least one day after the event
Sources for this section (8)
- Create Appstrailhead.salesforce.com (opens in a new tab)
- Sales Analytics Limitationshelp.salesforce.com (opens in a new tab)
- Approval Analyticshelp.salesforce.com (opens in a new tab)
- Upgrade Sales Analyticshelp.salesforce.com (opens in a new tab)
- Reconfigure Sales Analyticshelp.salesforce.com (opens in a new tab)
- Manage Templated Appshelp.salesforce.com (opens in a new tab)
- Adoption Analytics Considerationshelp.salesforce.com (opens in a new tab)
- Event Monitoring Analytics Apphelp.salesforce.com (opens in a new tab)
- What does a "Reset app" link below the app name tell you?
- Why download the code file on the upgrade's impacted-assets screen?
- When can a user schedule a templated app refresh from App Install History?
- Which event log file frequency can't feed the Event Monitoring Analytics App?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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