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Salesforce Contracts Analytics Post-Installation Steps
To see your data in the dashboards after you install Salesforce Contracts Analytics, you must schedule your app to refresh.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
- Schedule the Salesforce Contracts Analytics App
Select a time outside normal work hours so the data refresh doesn’t interrupt business activities. - Verify Permissions for Salesforce Contracts Analytics
When you turn on CRM Analytics for your org, a default Analytics Integration User is created. This user accesses the data within Salesforce when the recipe is used to bring data in as datasets to CRM Analytics. - Create Other Versions of Salesforce Contracts Analytics
After the initial instance of Salesforce Contracts Analytics is auto-created, you can create other versions via Analytics Studio so that your team members can use the version that meets their needs. You can create as many versions as you need. - Embed Salesforce Contracts Analytics Dashboards
Give more users visibility into the insights in Salesforce Contracts Analytics app by embedding its dashboards in Lightning Experience pages. - Salesforce Contracts Analytics Dashboard Attributes
Salesforce Contracts Analytics includes dashboards that you can embed and access in Lightning Experience pages.
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