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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.
Note To create the Predict Likelihood to Add Assets for Wealth Management Analytics app,
ensure the dataset meets these requirements.
- At least 400 records are available in the dataset.
- At least 50 records are in the Assets Addition field with true or false values, and there are at least 25 records in each category (True and False).
- Navigate to Analytics Studio.
- Click Create, then select App.
- Select Predict Likelihood to Add Assets for Wealth Management Analytics. Then click Continue.
- Have a quick look at the template preview page, then click Looks good, next to open the configuration wizard.
- 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.
- Select a version of the Analytics for Wealth Management app you want to use to populate your data for this app. If you have not created an Analytics for Wealth Management yet, see Create and Share the Analytics for Wealth Management App and then try app creation again. Select the Analytics for Wealth Management app you want and click Looks good, next.
- 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.
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The next page of the wizard (labeled Step 3 of 3) asks you to make one
selection. After you’re done, click Looks good, next.
- Enter threshold for AUM Change calculation for Assets addition flag. Enter a numeric value between 1–10000000 to set the threshold of AUM change for the Einstein Discovery story model. The default value is 10000.
- Name your app and click Create.
- 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.
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