Create and Share CRM Analytics Apps to Give Business Users a Big Data Picture

CRM Analytics apps are purpose-built sets of analyses and answers that tell a story about a specific area of your business.

With CRM Analytics apps, you can provide curated paths through your data, plus powerful tools for spontaneous, deep explorations. After creating dashboards, lenses, and datasets, you can organize them in apps to present dashboards in relevant order, and then share apps with appropriate groups.

Build your own CRM Analytics apps that contain datasets, dataflows, recipes, lenses, dashboards—the assets you create in CRM Analytics Studio. Apps can also include Einstein Discover stories. Or, select a prebuilt app from Salesforce, such as Sales Analytics or Service Analytics, as a starting point for your CRM Analytics solutions. Either way, CRM Analytics apps let you bundle Analytics assets and share them with other people in your organization.

• App-Level Sharing
  CRM Analytics apps are like folders, allowing users to organize their own data projects—both private and shared—and control sharing of dataset, lenses, and dashboard.
• Create an App
  Create an app to organize and contain any combination of lenses, dashboards, and datasets.
• Set Up Navigation Through Your App
  Customize app navigation so that users can easily find the dashboards and lenses that are targeted for them.
• Share an App
  To enable others to see a lens, dashboard, or dataset, one way to share is by sharing the app it’s in.
• Control Who Sees What in an App with Asset Visibility
  App Managers and Editors can use the Asset Visibility feature to control the visibility of select assets. Asset visibility is limited for users that are assigned ‘Viewer’ sharing access. Assets remain visible to app Managers and Editors regardless of the asset’s status.
• Delete an App
  If you have Manager access to an app, you can delete it. Deleting an app permanently removes all of its lenses, dashboards, and datasets from CRM Analytics.
• Create and Manage CRM Analytics Templates in Analytics Studio
  CRM Analytics gives you a great way to leverage your CRM Analytics app development efforts because it allows you to create a template of your app. Instead of recreating your work, other organizations can use your template to create their own version of your app, built on their own data and org customizations.
• CRM Analytics Distribution and Packaging
  Package and distribute your CRM Analytics assets.