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            Create and Share the Predict Client Churn Risk for Wealth Management Analytics App

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            3. Financial Services Cloud Admin Guide

            Create and Share the Predict Client Churn Risk for Wealth Management Analytics App

            Follow these steps to create and share an app from the Predict Client Churn Risk for Wealth Management Analytics template.

            Note
            Note To create the Predict Client Churn Risk for Wealth Management Analytics app, ensure the dataset meets these requirements.
            • At least 400 records are available in the dataset.
            • At least 50 records are in the "Is_churn" field, with true or false values, and there are at least 25 records in each category (True and False).
            1. Navigate to Analytics Studio.
            2. Click Create, then select App.
            3. Select Predict Client Churn Risk for Wealth Management Analytics. Then click Continue.
            4. Have a quick look at the template preview page, then click Looks good, next to open the configuration wizard.
            5. If you’ve already created an app, the wizard asks if you want to create a new app or reuse answers from an existing app. Make your selection, and click Continue.
            6. 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. If it completes successfully, click Looks good, next.
            7. The next page of the wizard (labeled Step 2 of 2) asks you to make three selections. After you’re done, click Looks good, next.
              1. Choose the record types used to determine household accounts as well as person or individual accounts. Your app datasets and dashboard include only accounts with the record types you select. CRM Analytics recommends record types to use. Add others or take away types you don’t want to use.
              2. Choose the record types of financial accounts to include. Your app datasets and dashboard include only financial accounts with the record types you select. Analytics recommends record types to use. Add others or take away types you don’t want to use.
              3. Would you like to include financial account transactions in the app? If you select Yes, CRM Analytics adds financial account transactions in the dataset and as part of the Einstein Discovery story. You must have already uploaded financial account transaction data from an external source to be used by Einstein Discovery. If you select No, financial account transactions aren’t used.
            8. Name your app and click Create.
            9. 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
            Note You may see an error saying the Analytics Integration User does not have access to fields. If so, edit Salesforce field-level security so the Integration User has the required access.

            Now that you’ve created the app, share it with users in your organization. You can share it only with users assigned the admin or user permission sets for CRM Analytics for Financial Services.

            1. 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.
            2. Click the Share icon The CRM Analytics Studio share app iconat upper right.
            3. In the next screen, use the search field under Invite others: to find other users in your org.
            4. Select whether you want to make the selected user a Viewer, Editor, or Manager of the app.
              Important
              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.
            5. Click Add, then click Save.
             
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