Set Up Salesforce Contracts Analytics

Configure access to Salesforce Contracts Analytics dashboards and analytics.

1. Review the Org Settings and Object Requirements for Salesforce Contracts Analytics.
2. Ensure that you have all the required permissions and licenses.
3. Enable Salesforce Contracts Analytics.
4. Schedule recipes for updating dashboards.
5. Embed dashboards in Contracts record pages.

1. Licenses and Permissions for Salesforce Contracts Analytics
   The Salesforce Contracts Analytics setup page is available only for Salesforce admins, Salesforce Contracts admins, and Salesforce Contracts Analytics admins.
2. Org Settings and Object Requirements for Salesforce Contracts Analytics
   Salesforce Contracts Analytics requires specific org settings and objects so that dashboards are populated correctly.
3. Enable Salesforce Contracts Analytics
   Salesforce Contracts Analytics works seamlessly with existing Salesforce Contracts features. Set up and configure Salesforce Contracts Analytics to access the Salesforce Contracts dashboard and analytics.
4. 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.
5. Datasets in Salesforce Contracts Analytics
   When you create Salesforce Contracts Analytics, CRM Analytics imports your Salesforce data into the app datasets based on your selections. The datasets drive the app’s dashboards and lenses.
6. Recipes in Salesforce Contracts Analytics
   Keep the data in your analytics app current by scheduling a recipe to update it regularly.