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            Create and Share the Analytics for Automotive App

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            Create and Share the Analytics for Automotive App

            Create an app from the Analytics for Automotive template and share it with your users.

            Required Editions

            Available in Developer, Enterprise, Performance, and Unlimited editions where Automotive Cloud is enabled.
            1. Navigate to CRM Analytics Studio.
            2. Click Create and then select App.
            3. Select the Analytics for Automotive template, then click Continue.
            4. Review the preview page.
            5. To open the configuration wizard, click Continue.
            6. If you're asked whether to base your app on an existing app or to create an app, select Create a brand new app, and then click Continue.
              Analytics for Automotive app runs a compatibility check against your org to ensure that the app contains the data required to successfully create the app’s datasets and dashboards.
            7. If the compatibility check fails, follow the instructions in the error message to add the required data, and then create the app again.
            8. If the compatibility check succeeds, click Looks good, next.
            9. The next page of the wizard asks you to make two selections.
              1. The first question asks you to select the Pricebook for Inventory Value calculation.
              2. Next, select a security predicate to apply to your automotive data.
              • User Role Hierarchy: Makes data visible to a user based on their hierarchical role.
              • User Manager Hierarchy: Let users view data that belongs to users below them in the hierarchy. Access is determined based on a user’s Manager ID.
              • None: Makes all data visible to anyone viewing the app.
            10. Click Looks good, next.
            11. Name your app, then click Create.
            12. After the process is completed, refresh the page to see your app.
              If you see an error saying the Analytics Integration User doesn’t have access to selected fields, edit field-level security.
            13. Share the app with your users.
              You can share the app only with users with CRM Analytics Platform and Manufacturing Analytics admin or user permission sets.
            14. In CRM Analytics Studio, open your app.
            15. On the Give Access tab of the share window, under Invite others, add the names of users in your org.
            16. For every user you add, select their level of access: Viewer, Editor, or Manager.
            17. Save your changes.
             
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