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            Create and Share the Policy Renewal Prediction App

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

            Create and Share the Policy Renewal Prediction App

            Perform these steps to create and share an app using the Policy Renewal Prediction template.

            Required Editions

            Available in: Enterprise, Performance, and Unlimited Editions where Financial Services Cloud for Insurance is enabled and Vlocity Insurance is installed
            User Permissions Needed
            To create the Policy Renewal Prediction app CRM Analytics Plus Admin and FSC Analytics Admin
            1. Go to Analytics Studio.
            2. Click Create, and then select App.
            3. Select Policy Renewal Prediction, and then click Continue.
            4. Take a quick look at the template preview page, and then click Continue.

              CRM Analytics performs a compatibility check of your org’s data and, if any errors are found, shows error messages with instructions on how to fix them.

            5. If issues are found, fix the issues, and then try to create the app again.
            6. If the data check is completed without any issues, click Looks good, next.
            7. Select the period of Einstein Discovery to aggregate data and train the predictive model, and then click Looks good, next.
            8. Select the fields with data that can improve the prediction, and then click Looks good, next.

              By default, Analytics selects commonly used fields.

            9. Name your app, and then click Create.
            10. To see the status of app creation, go to the next page.

              The process takes a minute or two.

            11. After the app is created, to see your app, refresh the page.
              Note
              Note If you see an error that the Analytics Integration User doesn't have access to selected fields, edit Salesforce field-level security to give the Integration User the required access.

            Now that you’ve created the app, share the app with users in your company.

            You can share the app only with Vlocity users who are assigned the admin or user permission sets for CRM Analytics for Financial Services.

            1. If you navigated away from CRM Analytics Studio, return to it, select All Items, and then find your app.
            2. Open your app.
            3. Click the Share icon.
            4. Find other users in your org by using the search field under Invite others:.
            5. Select a role for the selected user: Viewer, Editor, or Manager.
            6. Click Add, and then save your changes.
             
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