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            Create and Share the Analytics for Wealth Management App

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            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.

            1. Navigate to Analytics Studio.
            2. Click Create, then select App.
            3. Select Analytics for Wealth Management. Then click Continue.
            4. Have a quick look at the template preview page, then click Looks good, next to open the configuration wizard.
            5. If you’ve already created an app, the wizard asks if you want to create a new app or reuse answers from an existing app. Make your selection, and click Continue.
            6. 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.
            7. The next page of the wizard (labeled Step 2 of 3) asks you to make three selections. After you’re done, click Looks good, next.
              1. Would you like to add a security predicate to datasets? If you answer Yes, only a record’s owner or by someone in a role with permission to view the record can view the data. If you answer No, everyone viewing app dashboards can see all data.
              2. Would you like the app to include trending data and visualizations? If you select Yes, CRM Analytics adds snapshot datasets and shows trending visualizations in dashboards. If you select No, dashboards won’t show trending. If you have large numbers of records in objects, the number of rows in the snapshot datasets can grow quickly. Those rows count against your data limit. See Understand CRM Analytics for Financial Services Limitations
              3. Choose the record types used to determine household accounts as well as person or individual accounts. Your app datasets and dashboard include only accounts with the record types you select. CRM Analytics recommends record types to use. Add others or take away types you don’t want to use.
            8. The next page (labeled Step 3 of 3) asks you to make four more selections. After you’re done, click Looks good, next.
              1. Would you like to include commissions and fees charts in dashboards? If you answer Yes, you have to upload commissions and fees data from an external source to populate dashboard charts. See Import Earnings and Fees Data to CRM Analytics for Financial Services Apps.
              2. Would you like to include quotas charts in dashboards? If you answer Yes, you have to upload quotas data from an external source to populate dashboard charts. See Import Quotas Data to the Analytics for Wealth Management App.
              3. Would you like to include lead history charts in dashboards? If you answer Yes, be sure you’ve enabled lead history in the Leads object.
              4. Would you like to include financial account transactions charts in dashboards? If you answer Yes, you must have already uploaded financial account transaction data from an external source to populate the charts.
            9. Name your app and click Create.
            10. 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
              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.

            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.
             
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