Create an app from the Analytics for Communications - Business template, and share it with your users.
Required Editions
| Available in: Developer edition and for an extra cost in Enterprise, Performance, and Unlimited editions. |
| Permission Sets Needed | |
|---|---|
| To create and manage the CRM Analytics for Comms app: | CRM Analytics Plus Admin and CRM for Comms Admin permission sets |
| To use the CRM Analytics for Comms app: | CRM Analytics Plus User and CRM for Comms User permission sets |
To create an app from CRM Analytics for Communications-Business app template, follow these steps:
- In CRM Analytics Studio, click Create in the upper right corner
- Select App, then Create App from Template and open the template picker.
- Locate the CRM Analytics for Communications-Business app tile, select it, and click Continue.
- Review the app preview page, and click Continue to open the configuration wizard.
- If you’re offered a choice between basing your app on an existing app or creating a one, select Create a brand new app and click Continue. The CRM Analytics for Communications-Business app runs a compatibility check against your org to be sure it includes the data to successfully create the app’s datasets 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.
- When the org compatibility check succeeds, click Looks good, next.
- Name your app, and click Create.
Important For general app creation procedures for all CRM Analytics templated apps,
see Create Apps from CRM Analytics Templates: Start Here.