Create and Share the App

Create an app from the Revenue Management for Financial Services Cloud 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 selector.
4. Select Revenue Management for Financial Services Cloud, 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 Revenue Management for Financial Services Cloud 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 one of these actions:
   1. If the instance's compatibility check fails, follow 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. Enter a name for your app, and then click Create.
   After the process is complete, refresh the page see your app. If you see a message that says that the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.
10. After the process is complete, refresh the page to see your app.
11. To share the app with your users, open your app in CRM Analytics Studio. You can share the app only with users who have the appropriate permission set.
12. In CRM Analytics Studio, open your app
13. 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.
14. For every user that you add, select their level of access: Viewer, Editor, or Manager.
15. Save your changes.