Before you create an app from the Analytics for Loyalty template and use the dashboards, deploy Analytics for Loyalty in your Salesforce org.
Required Editions
| Available in: Developer, Enterprise, Performance, and Unlimited editions that have Loyalty Management enabled. |
- Enable CRM Analytics
Before you create an app from the Analytics for Loyalty template, enable CRM Analytics in your Salesforce org. - Assign Analytics for Loyalty Administrator Permissions
Allow admins to create and manage the Analytics for Loyalty app by assigning admin permissions. - Assign Analytics for Loyalty User Permissions
Allow your users to view the Analytics for Loyalty app by assigning the relevant permissions. - Data Requirements to Create the Analytics for Loyalty App
To create the Analytics for Loyalty app, make sure that your Salesforce data meets these requirements. - Set Field-Level Security to Enable Creation of the Analytics for Loyalty App
Before you create the Analytics for Loyalty app, make sure that the Analytics Cloud Integration User profile has access to all fields in the app. - Create and Share an App from the Analytics for Loyalty Template
Create an app from the Analytics for Loyalty template and share it with your users. - Create an App from the Predictions for Member Engagement Template
Create an app from the Predictions for Member Engagement template and share it with your users. - Create an App from the Predictions for Promotion Revenue Template (Beta)
Create an app from the Predictions for Promotion Revenue template and share it with your users. - Add Einstein Predictions to a Loyalty Member Page
To display predictions on the likelihood of member inactivity on a member page, add the Einstein Predictions component on the Loyalty Program record page and configure the component visibility settings. - Schedule Dataflow for the Analytics for Loyalty App
The app creation process includes a dataflow that imports the latest data to CRM Analytics. Schedule the app to refresh every day to ensure that your app uses up-to-date data. - Delete Records from Trending Datasets
General Data Protection Regulation (GDPR) requires you to delete customers’ personal data when customers request it, or when it’s no longer necessary to keep. You can remove customers’ data from the Analytics for Loyalty app by deleting the records from a trending dataset. - Understand Analytics for Loyalty Limitations
The Analytics for Loyalty app gives you access to most CRM Analytics capabilities and features, but with limitations. - Embed Analytics for Loyalty Dashboards in Lightning Pages
The Analytics for Loyalty app includes dashboards that you can embed and access in Lightning Experience pages.