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            Deploy Analytics for Communications - Consumer

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            Deploy Analytics for Communications - Consumer

            Before you create an app from the Analytics for Communications - Consumer template and use the dashboards, deploy Analytics for Communications - Consumer in your Salesforce org.

            Required Editions

            Available in: Developer edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
            1. Enable CRM Analytics
              Before you create an app from the Analytics for Communications - Consumer template, enable CRM Analytics in your Salesforce org.
            2. Assign Analytics for Communications - Consumer Administrator Permissions
              Allow admins to create and manage the Analytics for Communications - Consumer app by assigning admin permissions.
            3. Assign Analytics for Communications - Consumer User Permissions
              Allow your users to view the Analytics for Communications - Consumer app by assigning the relevant permissions.
            4. Data Requirements to Create the Analytics for Communications - Consumer App
              To create the Analytics for Communications - Consumer app, make sure that your Salesforce data meets these requirements.
            5. Grant Permission to the Analytics Integration User
              Assign the integration user with the Vlocity CMT license to allow them access to all the fields in the app.
            6. Set Field-Level Security to Enable Creation of the Analytics for Communications - Consumer App
              Before you create the Analytics for Communications - Consumer app, make sure that the Analytics Cloud Integration User profile has access to all fields in the app.
            7. Import Payment and Usage Data to Analytics for Communications - Consumer App
              Add payment and usage data from an external source to the Analytics for Communications - Consumer App.
            8. Create and Share an App from the Analytics for Communications - Consumer Template
              Create an app from the Analytics for Communications - Consumer template, and share it with your users.
            9. Embed Analytics for Communications - Consumer Dashboards in Lightning Pages
              The Analytics for Communications - Consumer app includes dashboards that you can embed and access in Lightning Experience pages.
             
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