Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create and Share the Analytics for Insurance App

            You are here:

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

            Create and Share the Analytics for Insurance App

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

            Required Editions

            Available for an extra charge in Professional, Performance, and Unlimited editions that have Financial Services Cloud for Insurance enabled.
            User Permissions Needed
            To create the Analytics for Insurance app CRM Analytics Plus Admin and FSC Analytics Admin
            Note
            Note Before you create the app, make sure that person accounts are enabled in your org. If they’re not enabled, direct your admin to Configure Person Accounts in Financial Services Cloud.
            1. Navigate to CRM Analytics Studio.
            2. Click Create, then select App.
            3. Select Analytics for Insurance, then click Continue.
            4. Take a quick look at the preview page, then click Continue to open the configuration wizard.
            5. To create an app or use settings from an existing app, make a selection, and click Continue.
            6. CRM 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.
            7. The next page of the wizard asks you to make three selections.
              1. The first wizard question asks how you want CRM Analytics to store data in app datasets. To capture all data from the Insurance Policy object one time each week, select Snapshot. The snapshot option results in better performance but consumes more data storage space. It also shows data starting from the weekly snapshot date and not from policy effective dates. To capture only changes made to the Insurance Policy object, select Incremental. The incremental option results in optimal use of data storage space, and dashboards show data starting from the policy effective date. But overall performance can be slower.
              2. Next, the wizard asks you to select a security predicate to apply to the data. To make data visible to a user based on their hierarchical role and the policies they sold, select User Role Hierarchy. To let a user view data that belongs to users below them in the hierarchy and the policies they sold, select User Manager Hierarchy. To make all data visible to anyone viewing the app, select None.
              3. The next wizard question asks if you want to include lead history data in your dashboards. To include it, you must enable field history tracking for the following Lead object fields: Lead Status, Name, Lead Owner, Lead Source, and Product Interest.
            8. The next page of the wizard asks you to make these selections.
              1. The first wizard question asks if you want to include household data in your app. To include household data in your app, select Yes.
              2. Next, the wizard asks if you want to calculate loss ratio based on financial account transactions instead of policy claims. To see insights based on loss ratio, select Yes.
                Note
                Note If there’s no data in the Financial Account Transaction object, you see insights based on Claims to Gross Written Premium (GWP) instead of Loss Ratio in your dashboards.
              3. Next, the wizard asks if you want to filter activities by date. To see data of tasks and events that occurred on or after a particular date, select Yes. To see data of all tasks and events, select No.
                Note
                Note If you’re not filtering activities by date, skip to Step 9.
              4. Next, select the date for filtering activities.
            9. Click Looks good, next.
            10. Name your app, then click Create.

            View the status of the app creation on the next page. 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 message that 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 CRM Analytics for Financial Services.

            1. Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
            2. Click the Share icon The CRM Analytics Studio share app iconat upper right.
            3. In the next screen, use the search field under Invite others: to find other users in your org.
            4. Select whether you want to make the selected user a Viewer, Editor, or Manager of the app.
              Important
              Important Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create, edit, and delete assets in the app.
            5. Click Add, then click Save.
            Note
            Note You can delete customers’ data from the Analytics for Insurance app by deleting records from the trending and snapshot datasets. See Delete Records from Analytics for Insurance Datasets.
             
            Loading
            Salesforce Help | Article