Creating a Metric Account Values Dataset

Customer Success Cloud

You can create a Metric Account Values dataset to store Customer Success metric account value data in Analytics from a CS Cloud Analytics setup record page by using the Create Metric Account Values Dataset button.

Creating the Dataset

To create a Metric Account Values dataset:

  1. Open a Customer Success metric account value record page.
  2. Click Create Metric Account Values Dataset.
  3. Click Create.
Notes:
  • The Metric Account Values Dataset must be created before you can create the CS Cloud Core Analytics app.
  • The dataset is stored in the shared app.

Updating the Dataset

To create a schedule to update the dataset, see Scheduling a Metric Account Values Dataset Update.