You are here:
Create and Share an App from the Client Segmentation App Template
Follow these steps to create and share an app from the Client Segmentation App template.
Create the App
- Navigate to Analytics Studio.
- Click Create, then select App.
- Select Client Segmentation App. Then click Continue.
- CRM Analytics performs a compatibility check of your org’s data. If it uncovers any issues, you see error messages with instructions about how to address them. Fix the issues and try app creation again.
- Name your app and click Create.
-
View the status of app creation on the next page. The process takes a minute or two.
Once it’s complete, refresh the page to see your app.
Note If you see an error saying the Analytics Integration User does not have access to selected fields, edit Salesforce field-level security so the Integration User has the required access.
Share the App
Now that you’ve created the app, share it with users in your organization. You can share it only with users assigned the Client Segmentation App admin or user permission sets.
- Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
-
Click the Share icon
at upper right.
- In the next screen, use the search field under Invite others: to find other users in your org.
-
Select whether you want to make the selected user a Viewer, Editor, or Manager of the
app.
Important Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create, edit, and delete assets in the app. - Click Add, then click Save.
Did this article solve your issue?
Let us know so we can improve!
