---
schema_version: "1"
id: b613d7eaa8396bc0f91079405d6238179beb87c527fa967136819703125aedcc
title: Deploy Customer Lifecycle Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/concept_analytics_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.concept_analytics_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 636b2f44383928e575fcf48aeb5448a69fb264ae4f5df120b042a28a65324a89
description: Before you create an app from the Customer Lifecycle Analytics template and use the dashboards, deploy Customer Lifecycle Analytics in your Salesforce org.
products:
  - Feedback Management
  - Service Cloud
  - Cross Cloud
release: "264"
---
# Deploy Customer Lifecycle Analytics

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

<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 for an extra charge in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> editions where Salesforce Surveys is enabled.</td></tr></tbody></table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-feedback_management-264-0-0-production-enus/a6ddb038-83cb-47d7-b4de-b2b573c479e7/images/icon_tip.png)

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](https://help.salesforce.com/articleView?id=bi.htm&type=5#bi&language=en_US).

1. **[Enable CRM Analytics](https://help.salesforce.com/s/articleView?id=xcloud.task_analytics_enable.htm&release=264.0.0&type=5)**  
    Before you create an app from the Customer Lifecycle Analytics template, enable CRM Analytics in your Salesforce org.
2. **[Assign Customer Lifecycle Analytics Administrator Permissions](https://help.salesforce.com/s/articleView?id=xcloud.task_analytics_admin_permissions.htm&release=264.0.0&type=5)**  
    Enable admins to create and manage Customer Lifecycle Analytics app by assigning the relevant permissions.
3. **[Assign Customer Lifecycle Analytics User Permissions](https://help.salesforce.com/s/articleView?id=xcloud.task_analytics_user_permissions.htm&release=264.0.0&type=5)**  
    Enable users to view the Customer Lifecycle Analytics app by assigning the relevant permissions.
4. **[The Data Needed to Create the Customer Lifecycle Analytics App](https://help.salesforce.com/s/articleView?id=xcloud.concept_admin_analytics_data.htm&release=264.0.0&type=5)**  
    Your org’s data has to meet specific requirements before you can create an app from the Customer Lifecycle Analytics template.
5. **[Set Field-Level Security to Enable Creation of the Customer Lifecycle Analytics App](https://help.salesforce.com/s/articleView?id=xcloud.task_analytics_set_field_security.htm&release=264.0.0&type=5)**  
    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.
6. **[Set Up Engagement Channel](https://help.salesforce.com/s/articleView?id=xcloud.task_analytics_engagement_channel_setup.htm&release=264.0.0&type=5)**  
    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.
7. **[Create and Share an App from the Customer Lifecycle Analytics Template](https://help.salesforce.com/s/articleView?id=xcloud.task_analytics_createandshare_app.htm&release=264.0.0&type=5)**  
    Create an app from the Customer Lifecycle Analytics template, and share it with users in your org.
8. **[Schedule the Dataflow for the App](https://help.salesforce.com/s/articleView?id=xcloud.task_analytics_dataflow.htm&release=264.0.0&type=5)**  
    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.
9. **[Understand Customer Lifecycle Analytics Limitations](https://help.salesforce.com/s/articleView?id=xcloud.concept_analytics_limitations.htm&release=264.0.0&type=5)**  
    Customer Lifecycle Analytics gives you access to most of the CRM Analytics capabilities, but with limitations.
10. **[Embed Customer Lifecycle Analytics Dashboards in Lightning Pages](https://help.salesforce.com/s/articleView?id=xcloud.concept_analytics_embed_dashboards.htm&release=264.0.0&type=5)**  
    Customer Lifecycle Analytics includes dashboards you can embed and access in Lightning Experience pages.