Bite Size Analytics: How to Include Custom Fields Within Customer Resource Management (CRM) Analytics
Custom fields can be included in Customer Resource Management (CRM) Analytics during the initial application template setup. This process involves answering questions about which additional fields to include from specific objects like Transaction and Project. Formula fields may be created to pull data from other related objects. For fields to be accessible, the Integration User must have the correct permissions. It is best to add all necessary fields during the initial configuration to avoid reconfiguring the application later.