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            Create and Share the License, Permit, and Inspections Analytics App

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            Create and Share the License, Permit, and Inspections Analytics App

            Create an app from the Analytics for Licenses, Permits, and Inspections template, and share the app with your Public Sector (formerly Public Sector Solutions) users.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create, share, and view the Analytics for Licenses, Permits, and Inspections app: CRM Analytics Plus Admin AND TCRM for Public Sector Admin
            To view the Analytics for Licenses, Permits, and Inspections app: CRM Analytics Plus User AND TCRM for Public Sector User
            1. In Analytics Studio, click Create and then select App.
            2. Select the Analytics for Licenses, Permits, and Inspections template, then click Continue.
            3. Review the preview page, then click Continue.
            4. To create an app or use settings from an existing app, make a selection and then click Continue.
              Analytics Studio runs a compatibility check of the data in your Salesforce org.
            5. If the compatibility check uncovers any issues, follow the instructions in the error message to resolve them. Then, try to create the app again. When the compatibility check completes successfully, click Looks good, next.
            6. Name your app, then click Create.
              The process takes a few minutes. When it completes, refresh the page. If you receive an error saying the Analytics Integration User doesn’t have access to selected fields, then update the field-level security for the app.
              When Analytics Studio finishes creating the app, share it with your users. You can share it only with users who are assigned the admin or user permission sets for Analytics for Licenses, Permits, and Inspections.
            7. In your app in Analytics Studio, click dropdown.
            8. On the Give Access tab of the share window, under Invite others, add the names of users in your org.
            9. For every user, select their level of access: Viewer, Editor, or Manager.
            10. Save your changes.
             
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