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Create an App from the Einstein Discovery for Rebate Analytics Template (Beta)

Create an app from the Einstein Discovery for Rebate Analytics template and share it with your users.

Required Editions

Available in Developer, Enterprise, and Unlimited Editions that have Manufacturing Cloud enabled.
User Permissions Needed
To create and manage the Einstein Discovery for Rebate Analytics app: CRM Analytics Plus Admin permission set
Note
Note This capability requires a Manufacturing Analytics Plus subscription.
Note
Note To create the Einstein Discovery for Rebate Analytics app, ensure that at least 400 records are available in the dataset.
  1. Navigate to CRM Analytics Studio.
  2. Click Create, then select App.
  3. Select Einstein Discovery for Rebate Analytics, then click Continue.
  4. Take a quick look at the preview page, then click Continue to open the configuration wizard.
  5. Analytics performs a compatibility check of your Salesforce org’s data. If it uncovers any issues, you see error messages with instructions about how to address them. Fix the issues, and try app creation again. If it completes the check successfully, click Looks good, next.
  6. Select the fields that you want to add to your app. Select at least two fields with data that can improve the predictions.
  7. Click Looks good, next.
  8. Name your app, then click Create.

    View the status of the app creation on the next screen. The process takes a minute or two. After it’s complete, refresh the page to see your app.

    Note
    Note If you see an error saying the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.

Share the app with your users. You can share it only with users assigned the admin or user permission sets for Rebate Analytics.

  • If it’s not open already, open your app. If you navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
  • Click Share
  • In the next screen, use the search field under Invite others to find users in your org.
  • To define the selected user’s access, select Viewer, Editor, or Manager.
  • Click Add, then save your changes.