Create and Share the Analytics for Communications - Order Tracking App

Create an app from the Analytics for Communications - Order Tracking template and then share the app with your users.

1. Navigate to CRM Analytics Studio.
2. Click Create.
3. Select App | Create App from Template, and then open the template picker.
4. Select Analytics for Communications - Order Tracking, and then click Continue.
5. Review the app preview page.
6. To open the configuration wizard, 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 Communications - Order Tracking app runs a compatibility check against your org to ensure that the app contains the data required to successfully create the app’s datasets and dashboards.
8. Perform an action:
   1. 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.
   2. If the instance's compatibility check succeeds, click Looks good, next.
9. Select the Service Order Management (SOM) dataset, created using external SOM data.
10. Enter a name for your app, and then click Create.
    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. After the process is completed, to see your app, refresh the page.
12. 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.
13. In CRM Analytics Studio, open your app
14. 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.
15. For every user you add, select their level of access: Viewer, Editor, or Manager.
16. Save your changes.