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Create and Share an App from the Analytics for Communications - Consumer Template

Create an app from the Analytics for Communications - Consumer template, and share it with your users.

Required Editions

Available in: Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To create and manage the Analytics for Communications - Consumer app: CRM Analytics Plus Admin permission set
To use the Analytics for Communications - Consumer app: CRM Analytics Plus User permission set
  1. Navigate to CRM Analytics Studio.
  2. Click Create, then select App.
  3. Select Analytics for Communications - Consumer, then click Continue.
  4. Take a quick look at the preview page, then click Continue to open the configuration wizard.
  5. To create an app or use settings from an existing app, make a selection, and click Continue.
  6. Analytics performs a compatibility check of your Salesforce org’s data. If it uncovers any issues, you see error messages with instructions on how to address them. Fix the issues, and try app creation again. If Analytics completes the check successfully, click Looks good, next.
  7. The next page of the wizard asks you to select the dataset that has the payment and usage data.
    Note
    Note If you select an incorrect dataset and proceed with the app creation, you don’t see any payment and usage-related metrics in your dashboards.
  8. Click Looks good, next.
  9. Name your app, then click Create.

View the status of the app creation on the next screen. The process takes a minute or two. After it’s complete, refresh the page to see your app.

Note
Note If you see an error saying that the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.

Share the app with your users. You can share it only with users assigned the admin or user permission sets for Analytics for Communications - Consumer.

  1. If it’s not open already, open your app. If you navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
  2. Click Share Icon
  3. In the next screen, use the search field under Invite others to find users in your org.
  4. To define the selected user’s access, select Viewer, Editor, or Manager.
  5. Click Add, then save your changes.