Create and Share Analytics for Subscriber Lifecycle Management App

Create an app from the Analytics for Subscriber Lifecycle Management template and then share the app with your users.

1. To create the app, go to CRM Analytics Studio.
2. Click Create.
3. Select App | Create App from Template, and then open the template picker.
4. Select Analytics for Subscriber Lifecycle Management, and then click Continue.
5. Review the app preview page.
6. To open the configuration setup flow, click Continue.
7. If you're asked whether to base your app on an existing app or to create an app, select Create a brand new app, and then click Continue.
   The Analytics for Subscriber Lifecycle Management app runs a compatibility check against your instance to ensure that the app contains the data required to successfully create the app’s datasets and dashboards.
8. Perform an action:
   • If the instance's compatibility check fails, perform the instructions in the error message to add the required data, and then create the app again.
   • If the instance's compatibility check succeeds, click Looks good, next.
9. Enter a name for your app, and then click Create.
   A status bar shows the app-creation status. The process takes a minute or two.
10. After the process is completed, to see your app, refresh the page.
    If you see an error message that the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.
11. To share the app with your users, in CRM Analytics Studio, open your app.
    You can share the app only with users who have the relevant admin or user permission set.
12. On the Give Access tab of the share window, under Invite others, add the names of users that you want to share the app with.
13. For every user that you add, select the level of access: Viewer, Editor, or Manager.
14. Save your changes.