--- schema_version: "1" id: 46badf5cdc3f3032d97523f687477afabc1d8b78bad0ae66d43aa23e96f0c9fd title: Analytics for Corporate and Investment Banking collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cib.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cib.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ec6b584f55fb41f807ddb4ceee2dcb756c4ba3057cddbd9c5cf71403e7da781e description: The Analytics for Corporate and Investment Banking app is designed to help you understand your Corporate and Investment Banking deals. This app includes details about deal participants, deal products, and deal parties (such as legal teams or other external partners). products: - CRM Analytics - Cross Cloud release: "264" --- # Analytics for Corporate and Investment Banking The Analytics for Corporate and Investment Banking app is designed to help you understand your Corporate and Investment Banking deals. This app includes details about deal participants, deal products, and deal parties (such as legal teams or other external partners). ### Required Editions
Permission Sets Needed
To create and manage the app: FSC Analytics Admin, CRM Analytics Plus Admin
To use the app: FSC Analytics User, CRM Analytics Plus User
![The Corporate and Investment Banking dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_template_CIB_Home.png) The template creates datasets, recipes, and dashboards to help you understand your Corporate and Investment Banking deals. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important For general app creation procedures for all templates. see [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.") This link provides specifics about creating and using the app. Salesforce Org Requirements Note these requirements to create an app from the template: - Make sure that you and all app users have the FSC Apps license. - Your org must have at least one of each of these record types: FinancialDeal, and Account. - Set Salesforce field-level security to enable the Analytics Integration User to see all fields used in the app. See [Set Field Level Security to Enable Creation of an CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&type=5&language=en_US). - This template uses recipes. Recipes require that your org is set up for data sync. For a better understanding of working with recipes, see [Run a Recipe](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_prep_recipe_run.htm&release=264.0.0&type=5 "Run a CRM Analytics recipe for the first time to create the dataset it defines. Run a recipe again to update the dataset with the latest synced data. You can run a recipe manually or on a schedule."). - For security purposes, you likely want to configure compliant data sharing. For details, see [Enable Compliant Data Sharing for Objects.](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_cds_enable_objects.htm) Create the App 1. In CRM Analytics Studio, click **Create** in the upper right corner 2. To open the template picker, select **App**, then **Create App from Template**. 3. Locate the **Analytics for Corporate and Investment Banking** tile, select it, and click **Continue**. 4. Review the app preview page, and click **Continue** to open the configuration wizard. 5. If you’re offered a choice of basing your app on an existing app or creating a one, select **Create a brand new app** and click **Continue**. Analytics for Corporate and Investment Banking runs a compatibility check against your org to ensure it includes the data to successfully create the app’s datasets, recipes, and dashboards. If it doesn’t, follow the instructions in the error message to add the required data and start the app creation process again. 6. When the org compatibility check succeeds, click **Looks good, next**. 7. Name your app, and click **Create**. Give CRM Analytics a few minutes to create your app. You can track its progress on the page that appears. When you see the **Application Complete!** message, refresh the page. You see your app page with the datasets, recipes, and dashboards showing team performance and activity intelligence. Click it to have a look. Schedule the Recipe The app creates a recipe. Schedule the recipe to sync data and to run. 1. In CRM Analytics Studio, click the wheel icon at upper right and select **Data Manager**. Or, click the **Data Manager** link in the left-hand column. 2. Schedule the sync, and then select the **Connect** tab on the left. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note If you can’t see the Connect tab, you must enable data sync in your org. See [Enable Data Sync and Connections](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_enable_replication.htm&release=264.0.0&type=5 "Data Sync is enabled by default if you turned on CRM Analytics after the Winter ’20 release. If you turned on CRM Analytics before the Winter ’20 release, manually enable Data Sync and Connections to optimize your dataflows and connect to external data."). 3. Click the arrow ![The open menu arrow in the Analytics Data Manager](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_data_manager_arrow.png)to the far right of **SFDC\_LOCAL**, which is the name of the connection your app uses. From the menu that appears, select **Schedule**. ![Analytics Data Manager Connect tab with Schedule selected from menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_template_data_manager_schedule.png) 4. Set a time for running the data sync. It’s best to select a time outside normal working hours so the sync and recipe don’t interrupt business activities. Then save your changes. 5. Next, schedule the recipe. Select the **Dataflows & Recipes** tab on the left. 6. Schedule the recipe. 1. Look for the recipe that contains the name of your app appended with \_CIB\_Deal\_Management, and click the triangle ![The open menu arrow in the Analytics Data Manager](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_data_manager_arrow.png) to the far right. 2. Select **Schedule**, then check the box next to **Time-based**. 3. Select the time to run the recipe. You can schedule the data to run by minute, hour, week, or month. See [Schedule a Dataflow to Run Automatically](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataflowjob_reschedule.htm&type=5&language=en_US) for more details. 4. Save your changes. The recipe now syncs and runs every day at the time you set. Embed Analytics for Corporate and Investment Banking The Analytics for Corporate and Investment Banking app includes dashboards that you can embed and access in Lightning Experience pages and Salesforce Classic experiences. For general instructions on embedding dashboards, see [Embed Dashboards Everywhere](https://help.salesforce.com/s/articleView?id=analytics.bi_embed.htm&release=264.0.0&type=5 "Embed CRM Analytics dashboards in every Salesforce experience.") in Salesforce Help. For instructions on filtering embedded dashboards, see [Filter and Selection Syntax for Embedded Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_filters.htm&release=264.0.0&type=5 "To specify filters or dashboard selections that require JSON strings, use the Filter attribute of the LWC CRM Analytics Dashboard component or the Filter String attribute of the embedded CRM Analytics Dashboard Aura component.") in Salesforce Help. Assign Analytics for Corporate and Investment Banking for Admins Enable administration of the Analytics for Corporate and Investment Banking app by assigning the relevant permissions. Available in: Developer, Enterprise, Performance, and Unlimited editions that have Financial Services Cloud enabled. 1. From Setup, in the Quick Find box, enter **Users**, and then select **Users**. 2. Click the name of the user. 3. Click **Permission Set Assignments**, and then click **Edit Assignments**. 4. Select both the **CRM Analytics Plus Admin** and **FSC Analytics Admin** permission sets. 5. Click **Add**, then save your changes. 6. Repeat Steps 2–5 for all users who administrate the Analytics for Corporate and Investment Banking app Assign Analytics for Corporate and Investment Banking for Users Enable administration of the Analytics for Corporate and Investment Banking app by assigning the relevant permissions. Available in: Developer, Enterprise, Performance, and Unlimited editions that have Financial Services Cloud enabled. 1. From Setup, in the Quick Find box, enter **Users**, and then select **Users**. 2. Click the name of the user. 3. Click **Permission Set Assignments**, and then click **Edit Assignments**. 4. Select both the **CRM Analytics Plus User** and **FSC Analytics User** permission sets. 5. Click **Add**, then save your changes. 6. Repeat Steps 2–5 for all users who view the Analytics for Corporate and Investment Banking app. Datasets | Dataset Name | Contents | Special Requirements | | --- | --- | --- | | Financial Deal | Financial Deal, Account | None. | | Financial Deal Snapshot | Financial Deal, Account | None. | | Financial Deal Participant | Financial Deal Participant, Financial Deal, User, Account, Group | None. | | Financial Deal Party | Financial Deal Party, Financial Deal, Account, | None. | | Financial Deal Product | Financial Deal Product, Financial Deal, Product | None. | | Interaction | Interaction, Account, Financial Deal | None. | | Interaction Attendee | Interaction Attendee, Interaction, Account, Financial Deal, Contact, User | None. | | Interaction Participant | Interaction Participant, Interaction, Account, Financial Deal, Group, User, ParticipantRole | None. | | Interaction Summary | Interaction Summary, Interaction, Account, Financial Deal | None. | | Interaction Summary Participant | Interaction Summary Participant, InteractionSummary, User, Account, ParticipantRole, Financial Deal, Group | None. | - **[Home Embedded Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_template_cib_home.htm&release=264.0.0&type=5)** The Home embedded dashboard includes pipeline metrics, call reports (including any interactions between internal or external deal parties), and account insights. - **[Account Insights](https://help.salesforce.com/s/articleView?id=analytics.bi_template_cib_accounts.htm&release=264.0.0&type=5)** The Account Insights dashboard answers questions such as how many deals are being managed in a given account space? What are your customer interactions and profitability? And what meetings are scheduled with deal parties? - **[Deal Insights](https://help.salesforce.com/s/articleView?id=analytics.bi_template_cib_deals.htm&release=264.0.0&type=5)** Deal insights help you answer questions such as how is the deal progressing? What milestones have been met? What interactions are planned for the future?