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Get Your Data Ready to Create CRM Analytics for Financial Services Apps
Data in your org has to meet specific requirements before you can create Analytics for Wealth Management, Analytics for Insurance, and Wealth Starter Analytics. Creating Consumer Banking Starter Analytics doesn’t require any additional data settings.
CRM Analytics checks your org’s data to be sure it meets minimum requirements before creating an app from a template. If it doesn’t, you see a message describing what to fix. Here’s the data required in your org to be sure you can create an app from the template you want to use.
Analytics for Wealth Management Data Requirements
Your org must have at least one record in each of the following objects to create Analytics for Wealth Management:
- Account
- Campaign
- Event
- FinancialAccount
- FinancialAccountTransaction
- FinancialGoal
- Lead
- LeadHistory
- Opportunity
- OpportunityHistory
- Task
The configuration wizard gives you the option of including lead history in dashboards. If you want to be able to do that, enable lead history in the Lead object.
For earnings and fees metrics to appear in relevant dashboards, you have to import data from an external source. See Import Earnings and Fees Data to CRM Analytics for Financial Services Apps. For quotas metrics to appear in relevant dashboards, you also have to import data from an external source. See Import Quotas Data to the Analytics for Wealth Management App
Analytics for Insurance Data Requirements
Your org must have at least one record in each of these objects.
- Insurance Policy
- Insurance Policy Coverage
- Account
- Event
- Lead
- Producer
- Opportunity
- Product
- Task
In addition, for earnings and fees metrics to appear in relevant dashboards, you have to import data from an external source. See Import Earnings and Fees Data to CRM Analytics for Financial Services Apps.
For orgs with Experience Cloud only:
- Data about agencies is stored on the Accounts object with a record type Business Account.
- Data about agents is stored in the Contacts field on the Business Account object. Enable agents as Partner Users so they can access Analytics for Insurance through Communities.
- Data about agent managers is stored in the Contacts on the Business Account object. Enable agent managers as Partner Users and assign them the Partner User Manager user role so they can access Analytics for Insurance through Communities.
- Data about sales managers is stored on the User object and make sales managers owners for the Business Accounts (agencies) object.
- The Producer object must include a Contact Lookup field with information about agents and an Account Lookup field with information about agents’ agency. Leaderboards in the app’s sales manager dashboards consume data from these fields.
Optionally, enable CRM Analytics for Communities if you want to give partners access to Analytics for Insurance:
- Assign users the Insurance Community User permission set. See Grant Users Access to the Portal.
- Enable CRM Analytics for Communities. See Enable CRM Analytics for Communities.
Wealth Starter Analytics Data Requirements
To create an app from the Wealth Starter Analytics template, the User object in your org must include a custom field of type Text, with the following attributes:
- Field Label: FSC_WavePermissions
- Field Name: FSC_WavePermissions
- API name: FSC_WavePermissions__c
In addition, to access app datasets, set your org’s data security as follows:
- Make sure that you own the records you want to access. For example, for data in the Campaign Member dataset, you must own a campaign to see its campaign members.
- Set the value of the User object FSC_WavePermissions__c field to View All. Be sure to capitalize View All. Log out of CRM Analytics and log back in to enable the setting.
- Import Earnings and Fees Data to CRM Analytics for Financial Services Apps
Follow these steps to add data about earnings and fees from an external source to the Analytics for Wealth Management and Analytics for Insurance apps. - Analytics for Wealth Management Example Earnings and Fees .CSV File
Here’s an example of the .CSV file you create to update the Analytics for Wealth Management and Analytics for Insurance earnings and fees datasets. - Import Quotas Data to the Analytics for Wealth Management App
Follow these steps to add quotas data from an external source to the Analytics for Wealth Management app. - Analytics for Wealth Management Example Quota .CSV File
Here’s an example of the .CSV file you create to update the Analytics for Wealth Management quotas dataset.
