Feature Buckets

Available for plans: Premium, Enterprise and Ultimate.

A CRM Analytics license is required to view and access CRM Analytics assets in Unified Analytics.

Overview

Bucket functionality enables you to organize standalone components into groups that represent distinct functionalities. This allows for a more structured visualization and management of Salesforce metadata such as Apex Classes, Lightning Web Components, and Custom Objects. By grouping related components into buckets, users can view and analyze their usage in a more aggregated and meaningful way. When buckets are created, they are integrated into the Package Usage Overview Dashboard. This integration shifts the dashboard's view from individual custom entities to a more consolidated display of features organized by their respective buckets. This aggregation helps in simplifying the analysis of component use and enhances the overall navigational experience within the dashboard.

Creating a New Bucket

1. Open the ISV Analytics app from the App Launcher and navigate to the Bucket Setup tab.
2. Click the New button.
3. Fill in the necessary details such as Bucket Name and Description.
4. Select the components to include in the bucket.
5. Click the Save button.

Viewing a Bucket

1. Open the ISV Analytics app from the App Launcher and navigate to the Bucket Setup tab.
2. Click on the name of the bucket you wish to review.

Editing a Bucket

1. Open the ISV Analytics app from the App Launcher and navigate to the Bucket Setup tab.
2. Click on the name of the bucket you want to edit.
3. On the bucket detail page, click the Edit button.
4. Update the necessary details and click Update.

Deleting a Bucket

1. Open the ISV Analytics app from the App Launcher and navigate to the Bucket Setup tab.
2. Click on the name of the bucket you wish to delete.
3. On the bucket detail page, click the Delete button.