Refer to the table below for details of the licenses required to create and use datasets and dashboards with the CS Cloud Core Analytics apps.
| User | License | Description |
|---|---|---|
| Integration User | Customer Success Cloud | Enables access to Customer Success Cloud objects and fields. |
| Administrator | ||
| View User | Enables view access to Customer Success Cloud objects and fields. |
Concepts
Account Health Score Dashboard
Customer Success Manager Dashboard
Salesforce Output Connector in CS Cloud Analytics
Send Metric Account Values To Analytics
Customer Success Metric Account Value Volumes
Tasks
Setting up the CS Cloud Core Analytics App
Setting up the Salesforce Output Connector for CS Cloud Analytics
Creating a CS Cloud Core Analytics App
Deleting Metric Account Values
Scheduling Metric Account Value Deletion Jobs
Creating a Metric Account Values Dataset
Scheduling a Metric Account Values Dataset Update
Reference
CS Cloud Analytics Permission Sets
CS Cloud Analytics Setup Fields
CS Cloud Analytics Data Reference
Customer Success Metric Account Value Fields
Customer Success Metric Fields
Customer Success Cloud Input Fields
Customer Success Cloud Output Fields
SECTIONS