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            Initiate App Creation

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Initiate App Creation

            After you set up the objects and fields and create at least one active category, you can initiate the request to create a CRM Analytics app for the configuration. You can also preview the app or check the status of the app—all without leaving the guided setup.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions where Financial Services Cloud is enabled.
            User Permissions Needed
            To initiate the app creation and to preview the app: RI for Fins Admin
            1. On the Revenue Management Setup page, click Create App.
              The app creation takes a while to complete. To get the latest app status, refresh the page.
            2. To monitor the app, from Setup, in the Quick Find box, enter Auto-Installed Apps, and then select Auto-Installed Apps.
            3. If an app already exists, and if you want to create an app with new configurations, first delete the existing app.
              1. Set up the objects and fields and create at least one active category.
                Note
                Note After you set up objects and fields and create categories, if you modify the Revenue Data Source object in the Set Up Objects and Fields step, the category configuration is cleared.
              2. On the Revenue Management Setup page, from the Delete the Existing App step, click Delete Existing App.
              3. To initiate the request to create an app for the new configurations, click Create App.
                Note
                Note You can delete the app only if you created at least one active category. Deletie can’t be undone.
            4. After the app is created, to preview the prebuilt dashboard, click Preview Dashboard.
            5. To launch the app from the App Launcher, find and select Revenue Management Dashboards.
             
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