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Create and Share the Advanced Account Forecasting Analytics for Manufacturing App

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Create and Share the Advanced Account Forecasting Analytics for Manufacturing App

Create an app from the Advanced Account Forecasting Analytics for Manufacturing template and share it with your users.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Create the Advanced Account Forecasting Analytics for Manufacturing App

Create the Advanced Account Forecasting Analytics for Manufacturing App in the CRM Analytics Studio.

Note
Note Before you create the app, make sure that Sales Agreements are enabled in your org. For more information on how to enable Sales Agreements, see Enable Features for Manufacturing Cloud.
  1. In CRM Analytics Studio, click Create and then select App.
  2. Select the Advanced Account Forecasting Analytics for Manufacturing template, then click Continue.
  3. Review the preview page, then click Continue.
  4. To create an app or use settings from an existing app, make a selection, and click Continue.
    Analytics runs a compatibility check of the data in your Salesforce org.
  5. If the compatibility check uncovers any issues, follow the instructions in the error message to resolve them. Then, try to create the app again. When the compatibility check completes successfully, click Looks good, next.
  6. The next page of the wizard asks you to make these selections.
    1. Select fields for Forecasting Revenue and Quantity. Select the Forecast Revenue and Forecast Quantity measures you’ve configured in the Forecast Set in Advanced Account Forecasting Setup.
      Note
      Note Your app contains only the data for the measures you select.
    2. Select custom Dimensions for Forecasting. You can select up to two custom dimensions from the Advanced Account Forecast Fact object for forecasting.
      Note
      Note If you don’t want to see forecasts for custom dimensions in your app skip to step 8.
    3. Select custom dimension from the Orders object to map with the first custom dimension selected from the Forecast Fact object.
    4. Select custom dimension from the Orders object to map with the second custom dimension selected from the Forecast Fact object.
  7. Click Looks good, next.
  8. Name your app, then click Create.
    The process takes a few minutes. When it completes, refresh the page.
Note
Note If you see an error saying the Analytics Integration User doesn’t have access to selected fields, update the field-level security for the app. See Set Field-Level Security for the Advanced Account Forecasting Analytics for Manufacturing App. For more information about FLS, see Field-Level Security in Salesforce Help.

Share the Advanced Account Forecasting Analytics for Manufacturing App

Share the app with your users. You can share it only with users who are assigned the admin or user permission sets for Advanced Account Forecasting Analytics for Manufacturing.

  1. In CRM Analytics Studio, open your app and click the share button.
  2. On the Give Access tab of the share window, under Invite others, add the names of users in your org.
  3. For every user you add, select their level of access: Viewer, Editor, or Manager.
  4. Save your changes.
 
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