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Create and Share CRM Analytics for Financial Services Apps
Follow these general steps to create and share the apps included in CRM Analytics for Financial Services. These include Analytics for Wealth Management, Predict Client Churn Risk for Wealth Management Analytics, Predict Likelihood to Add Assets for Wealth Management Analytics, Analytics for Insurance, Analytics for Retail Banking, Wealth Starter Analytics, Analytics for Mortgage, or Consumer Banking Starter Analytics.
- Navigate to Analytics Studio.
- Click Create, then select App.
- Select the template for the app you want to create:
Note The configuration wizard for some CRM Analytics for Financial Services templates let you customize your app by answering one or more questions. See the links below for details.- Analytics for Wealth Management. To create and share this app, see Create and Share the Analytics for Wealth Management App.
- Predict Client Churn Risk for Wealth Management Analytics. To create and share this app, see Create and Share the Predict Client Churn Risk for Wealth Management Analytics App.
- Predict Likelihood to Add Assets for Wealth Management Analytics. To create and share this app, see Create and Share the Predict Client Churn Risk for Wealth Management Analytics App.
- Analytics for Insurance. To create and share this app, see Create and Share the Analytics for Insurance App.
- Einstein Discovery for Insurance Analytics. To create and share this app, see Create and Share the Einstein Discovery for Insurance Analytics App
- Analytics for Retail Banking
- Wealth Starter Analytics
- Analytics for Mortgage
- Consumer Banking Starter Analytics
Note Analytics for Wealth Management was called CRM Analytics for Financial Services until the Winter ‘20 Salesforce release. - Have a quick look at the template preview page, then click Continue to open the configuration wizard.
- CRM Analytics performs a compatibility check of your 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 successfully, click Looks good,
next.
Important The Analytics for Mortgage and Consumer Banking Starter Analytics templates include a wizard with a single question. It asks if you’d like to enable Salesforce data security settings so app users can view only records they own. It’s recommended that you leave the default answer — No — so that all users can view all records. If you’d prefer to limit users to viewing only the data from records they own, select Yes. - Name your app something you and users can easily remember and click
Create.Note We recommend using the template name—for example, Wealth Management—in your app name to make it easier to find.
- View the status of app creation on the next page. The process takes a minute or two. Once
it’s complete, refresh the page to see your app.Note You may see an error saying the Analytics Integration User does not have access to selected fields. If so, edit Salesforce field-level security so the Integration User has the required access.
Now that you’ve created the app, share it with users in your organization. You can share it only with users assigned the admin or user permission sets for CRM Analytics for Financial Services.
- 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.
- Click the Share icon
at upper right. - In the next screen, use the search field under Invite others: to find other users in your org.
- Select whether you want to make the selected user a Viewer, Editor, or Manager of the
app.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.
- Click Add, then click Save.
- Create and Share the Analytics for Insurance App
Create an app from the Analytics for Insurance template and share it with your users. - Create and Share the Policy Renewal Prediction App
Perform these steps to create and share an app using the Policy Renewal Prediction template. - 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. - Create and Share the Einstein Discovery for Insurance Analytics App
Create an app from the Einstein Discovery for Insurance Analytics template and share it with your users. - Create and Share the Insurance Claims and Policy Analytics App
Create an app from the Insurance Claims and Policy Analytics template and share it with your users. - Create and Share the Analytics for Wealth Management App
Follow these steps to create and share an app from the Analytics for Wealth Management template. - Create and Share the Predict Client Churn Risk for Wealth Management Analytics App
Follow these steps to create and share an app from the Predict Client Churn Risk for Wealth Management Analytics template. - Create and Share the Predict Likelihood to Add Assets for Wealth Management Analytics App
Follow these steps to create and share an app from the Predict Likelihood to Add Assets for Wealth Management Analytics template.
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