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            Enable CRM Analytics

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            1. Salesforce Help
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            3. Financial Services Cloud Managed Package Installation Guide

            Enable CRM Analytics

            Before creating the Client Segmentation App app, enable CRM Analytics in your Salesforce org.

            Note
            Note If you see a blue Launch CRM Analytics button in the upper right corner, CRM Analytics is already enabled and you can skip to “Assign Client Segmentation App App Administrator Permissions”.

            From Setup, enter Getting Started in the Quick Find box, and then select Getting Started. Click Enable CRM Analytics.

            See Also

             
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