---
schema_version: "1"
id: 05beba087608f6b9ae29b876916ae7c51b83f24b0e641c05a04b2ef96b1186b0
title: Deploy Analytics for Loyalty
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/analytics_deploy_loyalty.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.analytics_deploy_loyalty.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: da02594140969286b1a6820cfcefd6f3442e19d10e89e459ae4f6e57cf5c67b9
description: Before you create an app from the Analytics for Loyalty template and use the dashboards, deploy Analytics for Loyalty in your Salesforce org.
products:
  - Loyalty Management
release: "264"
---
# Deploy Analytics for Loyalty

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Developer</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions that have Loyalty Management enabled.</td></tr></tbody></table>

1. **[Enable CRM Analytics](https://help.salesforce.com/s/articleView?id=xcloud.analytics_enable_tableau_crm.htm&release=264.0.0&type=5)**  
    Before you create an app from the Analytics for Loyalty template, enable CRM Analytics in your Salesforce org.
2. **[Assign Analytics for Loyalty Administrator Permissions](https://help.salesforce.com/s/articleView?id=xcloud.analytics_assign_admin_perm.htm&release=264.0.0&type=5)**  
    Allow admins to create and manage the Analytics for Loyalty app by assigning admin permissions.
3. **[Assign Analytics for Loyalty User Permissions](https://help.salesforce.com/s/articleView?id=xcloud.analytics_assign_user_perm.htm&release=264.0.0&type=5)**  
    Allow your users to view the Analytics for Loyalty app by assigning the relevant permissions.
4. **[Data Requirements to Create the Analytics for Loyalty App](https://help.salesforce.com/s/articleView?id=xcloud.analytics_min_data_required.htm&release=264.0.0&type=5)**  
    To create the Analytics for Loyalty app, make sure that your Salesforce data meets these requirements.
5. **[Set Field-Level Security to Enable Creation of the Analytics for Loyalty App](https://help.salesforce.com/s/articleView?id=xcloud.analytics_set_field_security.htm&release=264.0.0&type=5)**  
    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.
6. **[Create and Share an App from the Analytics for Loyalty Template](https://help.salesforce.com/s/articleView?id=xcloud.analytics_create_share_loyalty_app.htm&release=264.0.0&type=5)**  
    Create an app from the Analytics for Loyalty template and share it with your users.
7. **[Create an App from the Predictions for Member Engagement Template](https://help.salesforce.com/s/articleView?id=xcloud.analytics_create_share_loyalty_ed_app.htm&release=264.0.0&type=5)**  
    Create an app from the Predictions for Member Engagement template and share it with your users.
8. **[Create an App from the Predictions for Promotion Revenue Template (Beta)](https://help.salesforce.com/s/articleView?id=xcloud.analytics_create_loyalty_ed2_app.htm&release=264.0.0&type=5)**  
    Create an app from the Predictions for Promotion Revenue template and share it with your users.
9. **[Add Einstein Predictions to a Loyalty Member Page](https://help.salesforce.com/s/articleView?id=xcloud.analytics_loyalty_ed_add_predictions_member_page.htm&release=264.0.0&type=5)**  
    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.
10. **[Schedule Dataflow for the Analytics for Loyalty App](https://help.salesforce.com/s/articleView?id=xcloud.analytics_schedule_dataflow.htm&release=264.0.0&type=5)**  
    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.
11. **[Delete Records from Trending Datasets](https://help.salesforce.com/s/articleView?id=xcloud.analytics_delete_records_from_datasets.htm&release=264.0.0&type=5)**  
    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.
12. **[Understand Analytics for Loyalty Limitations](https://help.salesforce.com/s/articleView?id=xcloud.analytics_limitations.htm&release=264.0.0&type=5)**  
    The Analytics for Loyalty app gives you access to most CRM Analytics capabilities and features, but with limitations.
13. **[Embed Analytics for Loyalty Dashboards in Lightning Pages](https://help.salesforce.com/s/articleView?id=xcloud.analytics_embed_dashboards.htm&release=264.0.0&type=5)**  
    The Analytics for Loyalty app includes dashboards that you can embed and access in Lightning Experience pages.