Set Up Analytics for Public Sector

Complete these tasks to set up the analytics in Public Sector.

• Assign Admin Permissions for Analytics in Public Sector
  Allow admins to create and manage analytics  apps.
• Assign User Permissions for Analytics in Public Sector
  Allow users to view analytics apps.
• Enable Analytics in Public Sector
  Before you create or install an analytics app, enable CRM Analytics in your org.
• Data Requirements for License, Permit, and Inspections Analytics
  Understand the data that license, permit, and inspections analytics use in Public Sector (formerly Public Sector Solutions).
• Data Requirements for Caseworker Productivity Analytics
  Understand the data that caseworker productivity analytics uses in your Public Sector (formerly Public Sector Solutions) org.
• Set Field-Level Security for License, Permit, and Inspections Analytics
  Give the Analytics Cloud Integration User profile access to the fields that license, permit, and inspections analytics use.
• 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.
• Install the Caseworker Productivity Analytics App by Using Guided Setup
  Use Guided Setup to install the caseworker productivity analytics app and automatically add the Workload Management Analytics dashboard to the Public Sector (formerly Public Sector Solutions): Benefit Management app.
• Add License, Permit, and Inspections Analytics to Lightning Pages
  Give users visibility into license, permit, and inspections analytics by adding the analytic app’s dashboards to Lightning pages in Public Sector (formerly Public Sector Solutions).
• Add the Case Analytics Dashboard to the Case Record Page
  Give caseworkers insight into the time taken to process a case by adding the Case Analytics dashboard to the case record page.
• Keep Analytics Data Up to Date in Public Sector
  Keep your analytics current by scheduling the app to refresh on a daily basis, or by scheduling a regular data sync.
• Understand Access Levels for Analytics in Public Sector
  See the Analytics Studio capabilities and features that the Analytics for Licenses, Permits, and Inspections app supports.