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            Create and Share the FSC Insurance Analytics Fast Start App

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create and Share the FSC Insurance Analytics Fast Start App

            Create an app from the FSC Insurance Analytics Fast Start template and then share the app with your users.

            Required Editions

            Available for an extra charge in Professional, Performance, and Unlimited Editions that have Financial Services Cloud for Insurance enabled.
            Note
            Note To create FSC Insurance Analytics Fast Start, you don’t need additional data settings. FSC Insurance Analytics Fast Start app template is automatically installed in Salesforce instances via managed packages. For more information, see Auto-Installed Apps.
            User Permissions Needed
            To create the FSC Insurance Analytics Fast Start app: CRM Analytics Plus Admin and FSC Analytics Admin

            Before you create the app, make sure that person accounts are enabled in Salesforce. If not enabled, get your admin to Configure Person Accounts in Financial Services Cloud.

            1. To create the app, go to CRM Analytics Studio.
            2. Click Create, and then select App.
            3. Select FSC Insurance Analytics Fast Start, and then click Continue.
            4. Review the preview page, and then, to open the configuration setup flow, click Continue.
            5. Choose whether to create an app or use settings from an existing app, and then click Continue.
              CRM Analytics performs a compatibility check of your instance's data.
            6. Perform an action:
              • If the instance's compatibility check fails, perform the instructions in the error message to fix the issues, and then create the app again.
              • If the instance's compatibility check succeeds, click Looks good, next.
            7. Select a security level for the data.
              • To make the data visible to a user based on the user's hierarchical role and the policies that the user sold, select User Role Hierarchy.
              • To let a user view the data that belongs to users below them in the hierarchy and the policies the user sold, select User Manager Hierarchy.
              • To make all data visible to anyone viewing the app, select None.
            8. Click Looks good, next.
            9. Enter a name for your app, and then click Create.
              You can see the status of the app creation on the next page. The process takes a minute or two.
            10. After the process is completed, to see your app, refresh the page.
              If you see an error message that the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.
            11. To share the app with your users, in CRM Analytics Studio, open your app.
              You can share the app only with users who have the relevant admin or user permission set.
            12. Click the Share icon.
            13. To find other users in your instance, search under Invite others: by using the search field.
            14. Select a role for the selected user: Viewer, Editor, or Manager.
              Note
              Note Users with the Use Analytics Templated Apps permissions and the Editor or Manager access can create, edit, and delete assets in the app.
            15. Click Add, and then save your changes.
             
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