Customizing a CRMA analytics app
By the end of this section, you should be able to edit the configuration of an app and thus customize it to a limited extent. These two steps are required for you to customize an app:
- Change the app settings to custom settings.
- Customize the detailed app settings.
Let's explore these steps in the following sections.
Changing the app settings to custom settings
Let's go into the app we created and edit the settings, as follows:
- Click on Reconfigure app in the app, as per the following screenshot:
- Next, confirm that it's okay to overwrite existing settings and customizations by clicking the checkbox and hitting Continue. You will then see the Sales Analytics - Personalize screen again, so continue, and this time select custom settings when asked Choose how you would like to create Sales Analytics.
You...