Data Analysis Helper FAQs

What analytic packs are available?

Sales Performance Intelligence provides insights and notifications at the organizational and sales representative levels, with goal setting and tracking, performance comparisons and suggestions, and key sales metrics in the form of charts, dashboards, and leaderboards on a monthly, quarterly, yearly, and historical basis.
Territory & Segmentation Intelligence provides insights and notifications to track and analyze territory and segmentation performance, with goal setting and tracking, performance comparisons and suggestions, and key sales metrics in the form of charts, dashboards, and leaderboards on a monthly, quarterly, yearly, and historical basis.
Account Performance Intelligence provides insights and notifications at the customer account level, with goal setting and tracking, performance comparisons and suggestions, and key sales metrics in the form of charts, dashboards, and leaderboards on a monthly, quarterly, yearly, and historical basis.

See the Data Analysis Helper Overview Page and Data Analysis Helper Use Case Library for more information.

Do you offer free trials for the paid analytic packs?

Do the analytic packs display updated data?

Yes! All calculations are made in real-time as records are created or updated.

Will Data Analysis Helper process historical records in my organization?

Yes! In addition to real-time updates, Data Analysis Helper has built-in batch processes that run when you first install the app.

Do the analytics packs come with pre-built charts?

Yes!

Can I use the information displayed in standard Salesforce reports?

Yes! Since all data is stored in your Salesforce environment you may create additional reports and dashboards that leverage the data created by Data Analysis Helper.

If I use the Default Configuration when I install an analytic pack, can I still customize it later?

Yes! From the Data Analysis Helper home page, select the pack and click the ‘Edit’ button to make desired changes. Please note: You can contact us after setup to update the following:

“What granularity should performance be tracked at?”
“How do you define territories in your organization?”
“What field on the Account object should be used to segment your data?”

What happens to my records when my trial ends, or if the premium pack expires or uninstalls?

All data populated when trials and premium packs were active will not change. However, analytics for future periods won't be automatically generated (as this is a premium feature).

Is Data Analysis Helper native to Salesforce?

Yes! Data Analysis Helper and its analytic packs are 100% native to Salesforce. Your data is not stored or processed anywhere else but in Salesforce. We do not have access to your data unless you explicitly grant us login permissions for troubleshooting purposes. Read more about product security here.

Does Data Analysis Helper work in Professional Edition Organizations?

Yes! Data Analysis Helper can be installed in the following Salesforce Editions: Group, Professional, Enterprise, Unlimited, Force.com, Developer, and Performance. For Professional Edition Salesforce organizations and lower, some features of the app rely on API and may be limited due to Salesforce restrictions on the type of Org. Contact us for full information on features/functionality that are affected and what workarounds can be used.

What is your release process?

Our release process can be found here. Data Analysis Helper release notes can be found here.

I deploy Apex code into production. Will Data Analysis Helper interfere with this process?

No. Data Analysis Helper code runs in its own namespace, just like other managed applications. Managed apps have their own code coverage requirement and all unit tests within a package must successfully pass in a development org before the package may be created. We recommend that you run all your unit tests with the "RunAllTests = false" attribute if you are using Data Analysis Helper as this is the Salesforce default. This default setting will prevent any local discrepancies (e.g. custom required fields, validation rules) from impacting your code deployments as our unit tests will fail if you have custom required fields, validation rules, etc. As long as you have the "RunAllTests = false" attribute set, you can deploy your apex code as normal. Changing to "RunAllTests = true" will not cause Data Analysis Helper install or performance issues.

Here is an official statement from Salesforce:

Managed package code is not included in the required code coverage calculation for deployment. The 75% requirement is on all Apex code in your org's namespace. Managed code has its own namespace, so it is not included. When deploying to production, all tests in your org's namespace will be run. Managed tests will not be run by default. If the deployment package explicitly marks runAllTests to true, managed tests will also run. These will need to execute without any failures should the flag be set. Despite this, the 75% requirement for code coverage is still only on unmanaged code.

If for some reason you are concerned with setting "RunAllTests = false", we guarantee that Data Analysis Helper will still function correctly.

Where do I go for help?

We recommend that you join our Chatter Success Group. Here you can post new questions and click the small magnifying glass right above the feed to search for previous questions and answers.

In addition, here are Support Resources for Data Analysis Helper.

What security do I have with Data Analysis Helper and Passage Technology?

See answers to our frequently asked security and data processing questions.