Before you create an app from the Analytics for Communications - Consumer template and use the dashboards, deploy Analytics for Communications - Consumer in your Salesforce org.
Required Editions
| Available in: Developer edition and for an extra cost in Enterprise, Performance, and Unlimited editions. |
- Enable CRM Analytics
Before you create an app from the Analytics for Communications - Consumer template, enable CRM Analytics in your Salesforce org. - Assign Analytics for Communications - Consumer Administrator Permissions
Allow admins to create and manage the Analytics for Communications - Consumer app by assigning admin permissions. - Assign Analytics for Communications - Consumer User Permissions
Allow your users to view the Analytics for Communications - Consumer app by assigning the relevant permissions. - Data Requirements to Create the Analytics for Communications - Consumer App
To create the Analytics for Communications - Consumer app, make sure that your Salesforce data meets these requirements. - Grant Permission to the Analytics Integration User
Assign the integration user with the Vlocity CMT license to allow them access to all the fields in the app. - Set Field-Level Security to Enable Creation of the Analytics for Communications - Consumer App
Before you create the Analytics for Communications - Consumer app, make sure that the Analytics Cloud Integration User profile has access to all fields in the app. - Import Payment and Usage Data to Analytics for Communications - Consumer App
Add payment and usage data from an external source to the Analytics for Communications - Consumer App. - 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. - Embed Analytics for Communications - Consumer Dashboards in Lightning Pages
The Analytics for Communications - Consumer app includes dashboards that you can embed and access in Lightning Experience pages.