Before you create an app from the Customer Lifecycle Analytics template and use the dashboards, deploy Customer Lifecycle Analytics in your Salesforce org.
Required Editions
| Available for an extra charge in Enterprise, Unlimited, and Developer editions where Salesforce Surveys is enabled. |
Tip Follow the steps in the order shown to deploy Customer Lifecycle Analytics. If
you haven’t used CRM Analytics before, learn about it from Salesforce Help.
- Enable CRM Analytics
Before you create an app from the Customer Lifecycle Analytics template, enable CRM Analytics in your Salesforce org. - Assign Customer Lifecycle Analytics Administrator Permissions
Enable admins to create and manage Customer Lifecycle Analytics app by assigning the relevant permissions. - Assign Customer Lifecycle Analytics User Permissions
Enable users to view the Customer Lifecycle Analytics app by assigning the relevant permissions. - The Data Needed to Create the Customer Lifecycle Analytics App
Your org’s data has to meet specific requirements before you can create an app from the Customer Lifecycle Analytics template. - Set Field-Level Security to Enable Creation of the Customer Lifecycle Analytics App
Before you create the Customer Lifecycle Analytics app, make sure that the Analytics Integration User has access to all the fields used in the app. - Set Up Engagement Channel
To analyze a survey based on engagement channels, set up the engagement context for the survey. First, create a custom metadata type, add a custom field called Engagement Channel, and then select the new custom metadata type as the survey’s engagement context. - Create and Share an App from the Customer Lifecycle Analytics Template
Create an app from the Customer Lifecycle Analytics template, and share it with users in your org. - Schedule the Dataflow for the App
The app creation process includes a dataflow that imports the latest data to Analytics. Schedule the app to refresh every day to ensure that your app uses up-to-date data. - Understand Customer Lifecycle Analytics Limitations
Customer Lifecycle Analytics gives you access to most of the CRM Analytics capabilities, but with limitations. - Embed Customer Lifecycle Analytics Dashboards in Lightning Pages
Customer Lifecycle Analytics includes dashboards you can embed and access in Lightning Experience pages.