Setup
Before you begin, your user needs the CRM Analytics Platform Admin or CRM Analytics Plus Admin permission set. You can find more details in Do I need a CRM Analytics licenses to use the ISV Analytics app?
This guide will walk you through the necessary steps to fully enable and utilize the app’s capabilities.
Start by opening the ISV Analytics app, which you can find in the App Launcher. Once the app is open, go directly to the ISV Analytics Setup tab.
Note: The following steps should all be performed within the ISV Analytics Setup tab. The details provided below are meant to help you understand what each step involves and guide you through the process smoothly.
Enable App Analytics
The ISV Analytics is driven by Package Usage Logs, which, by default, are not active. Activating these logs is a prerequisite for harnessing the full analytical capabilities of the app. Whether you are utilizing a first-generation or second-generation managed package, the process involves distinct steps tailored to each package type.
- Managed 2GP Package
- Managed 1GP Package
To enable App Analytics on your second-generation (2GP) managed packages, follow these instructions.
To enable package usage logs collection for your first-generation (1GP) managed packages, You will need to raise a Salesforce support case:
- Log in to the Salesforce Partner Community.
- Select the question mark icon and click
Log a Casefor help. - In the case details section, state that you want to enable App Analytics for your package. Provide the package name and identifier. To check your package identifier, go to the Packages tab and find it in the appropriate record details.
Assign App Permissions
Assigning the right permissions is crucial for ensuring that the right team members have access to the analytics capabilities.
You can assign users to the ISV Analytics App by clicking Assign Permissions. Add users who need access to the analytics functions.
Note: While the integration user and the current user are automatically assigned and cannot be removed, you can add other users who need access to the application.
Plan Assessment
Besides the differences in included features, ISV Analytics app plans differ by the maximum supported usage log sizes and the number of active customers for which the logs are collected. In this step, we automatically detect the potential plan fit for you based on your historical log sizes and the number of active licenses in your org. This is an estimate to help you choose the right plan before finishing the setup. However, you are free to choose on your own (e.g., if you need a particular feature from the higher plan).
To learn more about about pricing, limits, and feature allocation for each plan, refer to Pricing document.
Authorize Log Processing System Integration (Premium, Enterprise and Ultimate only)
This step integrates AWS with your Salesforce environment, facilitated by the installation of the ISV Analytics connected app in your Salesforce org.
Request Analytics Logs
For the dashboards to display data, analytics logs must first be requested. Start this process within the app, and remember that Salesforce provides this data with a typical delay of two days.
Schedule Periodic Logs Retrieval
To maintain up-to-date analytics, configure Apex Scheduled Jobs to retrieve logs daily. This automation ensures your data is consistently refreshed, providing reliable insights.
Schedule Periodic Dashboard Recalculation
The dashboards in ISV Analytics depend on fresh data to provide accurate insights. Therefore, it is crucial to schedule daily recalculations of the dashboard recipes. This regular update routine helps keep the displayed information relevant and useful.
Load Historical Data
For a deeper analysis, enterprise users may need to access data from beyond the recent few days. To accommodate this, select the historical data load feature, choose the desired time frame (in months), and hit the Request button to retrieve older data.
Run Dashboard Recalculation
ISV Analytics dashboards is recalculated daily or on-demand. This button allows you to run the on-demand recalculation of the ISV Analytics Dashboards.