Deploy Analytics for Communications - Order Tracking by assigning permissions, enabling CRM Analytics, and creating and sharing the analytics app for your users.
| Available in: Developer, Enterprise, Performance, and Unlimited editions where B2B Communications Cloud is enabled |
- Enable CRM Analytics
Enable CRM Analytics in Salesforce before you create an app from the Analytics for Communications - Order Tracking template. - Assign Permissions to Administrator and User
Assign relevant permissions to admin and users to manage the Analytics for Communications - Order Tracking app. - Set Field-Level Security to Analytics Integration User
Before you create the Analytics for Communications - Order Tracking app, make sure that the Analytics Cloud Integration User profile has access to all of the fields that the app uses. - Requirements for Analytics for Communications - Order Tracking Data
Before you create the Analytics for Communications - Order Tracking app, ensure that your data meets these specific requirements. Otherwise, the data fails the CRM Analytics check and you see an error message. - Embed Analytics for Communications - Order Tracking Dashboard
The Analytics for Communications - Order Tracking app includes a dashboard that you can embed and access from the Lightning Experience pages. - Create and Share the Analytics for Communications - Order Tracking App
Create an app from the Analytics for Communications - Order Tracking template and then share the app with your users. - Keep the Data in the Analytics for Communications - Order Tracking App Up-to-Date
Keep the data in your analytics app current by scheduling the app to refresh regularly.