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Set Up and Maintain Retail Execution
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            Create and Share an App from the Analytics for Consumer Goods Template

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            Create and Share an App from the Analytics for Consumer Goods Template

            Create an app from the Analytics for Consumer Goods template, and share it with users in your org.

            Required Editions

            Available in Enterprise, Performance, and Unlimited editions where Consumer Goods Cloud is enabled.
            1. Navigate to Analytics Studio.
            2. Click Create, then select App.
            3. Select Analytics for Consumer Goods, then click Continue.
            4. Take a quick look at the preview page, then click Continue to open the configuration wizard.
            5. If you want to create an app or use settings from an existing app, make a 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 asks you to make three selections.
              1. The first wizard question asks you to select the type of data you want CRM Analytics to use. To get insights into KPIs such as Store Compliance and Visits, select Retail Execution Data. To get insights into more KPIs such as Revenue, Quantity, and Avg Order Value, select Retail Execution and Sales Data. Retail Execution and Sales Data also allows you to add Einstein Discovery stories to your app.
                Note
                Note You see this question only if you have Field Sales and Strategic Sales SKUs.
              2. The second question asks you to select a security predicate you’d like to apply to your data. Select User Role Hierarchy to make data visible to a user based on their hierarchical role and the stores they visited. Select User Manager Hierarchy to let a user view data that belongs to users below them in the role hierarchy and the stores they visited. Select None to make all data visible to anyone viewing the app.
                Note
                Note User Manager Hierarchy determines users’ access to data based on their Manager Id. User Role Hierarchy determines users’ access to data based on their hierarchical role.
              3. Next, select the Einstein Discovery stories you want to add to the app. To get insights on factors affecting your store sales, select Maximize Store Sales. To get intelligent insights on products that are likely to run out of stock, select Minimize Out-of-Stock Occurrences.
                Note
                Note
                • You can choose to create an app without adding an Einstein Discovery story. If you’re not adding Einstein Discovery stories to your app, skip to Step 9.
                • To create an app with Einstein Discovery stories, you must have:
                  • Both LightningRetailExecutionStarter and LightningRetailExecutionPlus permission set licenses.
                  • At least one record in the Order Item object.
                • Before you add the Maximize Store Sales story to your app, make sure that your Salesforce org has at least 50 Retail Store records with non-null values in the Quantity column on the Order Item object.
                • Before you add the Minimize Out-of-Stock Occurrences story to your app, make sure that your Salesforce org has at least 50 records in the Retail Store and Products objects together. Out of these 50 records, you must have:
                  • 25 records with the KPI Type value Out of Stock and the Boolean value True.
                  • 25 records with the KPI Type value Out of Stock and the Boolean value False.
            8. The next page of the wizard asks you to make two selections.
              1. Select the period for which you want to aggregate data and run Einstein Discovery stories.
              2. The wizard asks if you’d like to compare a store’s performance with the average of the store group. To compare the store’s performance with the average performance of stores within the same group, select Yes. To compare the store’s performance with the average of all stores, select No.
            9. Click Looks good, next.
            10. Name your app, then click Create.

              View the status of the app creation on the next screen. The process takes a minute or two. After it’s complete, refresh the page to see your app.

              Note
              Note If you see an error saying the Analytics Integration User does not have access to selected fields, edit Salesforce field-level security.

            Now that you 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 Analytics for Consumer Goods.

            • Open your app if it’s not already open. If you navigated away from Analytics Studio, go back to it, select All Items, find your app, and click it.
            • Click share.
            • 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.
            • Click Add, then click Save.
             
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