Creating a Metric Account Values Dataset
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:
- Open a Customer Success metric account value record page.
- Click Create Metric Account Values Dataset.
- Click Create.
Updating the Dataset
To create a schedule to update the dataset, see Scheduling a Metric Account Values Dataset Update.