Set Up the Education Analytics App

Prerequisites

• Enable all Education Cloud dependent features. See Set Up Common Features That Extend Education Cloud.
• Assign Request for Information (RFI) to the case object as a record type.

Configure Education Analytics

1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select Set Up Education Cloud.
2. Under Set Up the Education Analytics App, click Configure Education Analytics.
3. To assign administrator permissions, under Set Up Permissions, click Assign Permission Set.
   1. From the list of permissions, click CRM Analytics for Education Admin.
   2. Click Manage Assignments, and then click Add Assignments.
   3. Select the user, click Assign, and then click Done.
4. Under Set Up CRM Analytics, click Set Up, and then click Enable CRM Analytics.
   1. Under Set Up CRM Analytics, click Assign Permission Set.
   2. From the list of permissions, click Education Cloud Full Access.
   3. Click Manage Assignments, and then click Add Assignments.
   4. From the list of users, click the user with the Analytics Cloud Integration User profile.
   5. Click Assign, and then click Done.
5. Under Set Up Education Analytics, click Enable. The app installation might take some time. For information on how to view the status of your request, see Auto-Install Requests.
6. Under Set Up Access to Analytics, assign permissions sets to additional users to view or manage analytics.

Refresh Analytics Data

Schedule a refresh of the Education Analytics app to make sure that your app uses the latest data. See Schedule Data Refresh for a CRM Analytics Template.

To manually trigger an instant data refresh:

1. From App Launcher, find and select Analytics Studio.
2. Under Collections, click Data Manager.
3. Click Connections, click the dropdown for SFDC_LOCAL, and then select Run Now.
4. Click Recipes, and then find and run these recipes.
   • Education App Education Analytics
   • Education App Education Analytics User
   • Education_Analytics Education Analytics SS
   • Education_Analytics Education - Alumni Engagement
5. To view the status of the jobs, click Jobs Monitor, and then click Refresh.

SEE ALSO:

• Education Analytics