---
schema_version: "1"
id: ee13b16f72fed0130554edb1f1197468b3a5d32b32b4d7324f62c4b7122ca0c6
title: Get Your Org Ready to Create the Analytics for Healthcare App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_analytics_health_get_data_ready.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_analytics_health_get_data_ready.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e395fe6689bb9d871a5837f168b02075264d180e374b93245cbabd0300cce5b3
description: Your Salesforce org and its data must meet specific requirements before you can create Analytics for Healthcare.
products:
  - Health
release: "264"
---
# Get Your Org Ready to Create the Analytics for Healthcare App

Your Salesforce org and its data must meet specific requirements before you can create Analytics for Healthcare.

1. Install the Health Cloud managed package.
2. To be sure Utilization Analytics dashboards work correctly, install and set up Utilization Management. See [Utilization Management Setup Checklist](https://help.salesforce.com/s/articleView?id=ind.admin_utilization_management_setup_checklist.htm&release=264.0.0&type=5 "To get started with Utilization Management setup, complete prerequisites such as enabling person accounts, installing Omnistudio, ensuring you have the correct permission sets and permission set licenses, and setting up the relevant data in your org.").
3. To be sure [Referral Analytics dashboards](https://help.salesforce.com/s/articleView?id=ind.analytics_health_dashboards_referral.htm&type=5&language=en_US) work correctly, install and set up Referral Management. See [Set Up Referral Management](https://help.salesforce.com/s/articleView?id=ind.admin_referral_management_checklist.htm&release=264.0.0&type=5 "Set up the queues, objects, and access that your users must have to submit referrals.").
4. Enable the Intelligent Sales preferences. See [Enable Intelligent Sales](https://help.salesforce.com/s/articleView?id=ind.admin_intelligent_sales_enable.htm&type=5&language=en_US).
5. 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 the Analytics for Healthcare App](https://help.salesforce.com/s/articleView?id=ind.admin_analytics_health_field_security.htm&release=264.0.0&type=5 "Before creating the Analytics for Healthcare app, make sure the Analytics Integration User has access to all fields used in the app.").
6. Give the Analytics Integration User the necessary permission sets.
    1. From **Setup**, enter Users in the **Quick Find** box, and then select **Users**.
    2. Click the **Integration User**.
    3. Click **Permission Set Assignments**, and then click **Edit Assignments**.
    4. Select the **Action Plans**, **Health Cloud Utilization Management**, and **Industries Visit** permission sets.
    5. Click **Add**, then click **Save**.
7. Make sure you have at least one record for each of these objects:
    - Account
    - Address
    - AssessmentTask
    - AssessmentTaskOrder
    - CareBarrier
    - CareBarrierDeterminant
    - CareBarrierType
    - CareDeterminant
    - CareDeterminantType
    - CareRequest
    - Case
    - Contact
    - Event
    - HealthCloudGA\_\_CarePlanGoal\_\_c
    - HealthCloudGA\_\_CarePlanProblem\_\_c
    - HealthCloudGA\_\_CarePlanTemplate\_\_c
    - HealthCloudGA\_\_ProgramPatientAffiliation\_\_c
    - HealthCloudGA\_\_ProgramPatientSummary\_\_c
    - Lead
    - Location
    - MemberPlan
    - Opportunity
    - OpportunityHistory
    - Order
    - OrderItem
    - Pricebook2
    - PricebookEntry
    - Product2
    - ProductFulfillmentLocation
    - ProductItem
    - ProductRequest
    - ProductRequired
    - ProductTransfer
    - PurchaserPlan
    - RecordType
    - ServiceResource
    - Task
    - User
    - UserRole
    - Visit
    - VisitedParty
    - Visitor

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

Note In Analytics for Healthcare, data about patients comes from the Opportunity object, and data about referrals comes from Lead.

During app creation, CRM Analytics checks your org’s data to be sure it meets minimum requirements. If it doesn’t, you see a message describing what must be fixed.