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Deploy Advanced Account Forecasting Analytics for Manufacturing

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Deploy Advanced Account Forecasting Analytics for Manufacturing

Use the Advanced Account Forecasting Analytics for Manufacturing app to gain insights into your forecast data and develop accurate forecasts to optimize your production and operations. Deploy Advanced Account Forecasting Analytics for Manufacturing by assigning permissions, enabling CRM Analytics, and creating and sharing the analytics app for your users.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
  1. Assign Admin Permissions for Advanced Account Forecasting Analytics for Manufacturing
    Allow admins to create and manage the Advanced Account Forecasting Analytics for Manufacturing app by assigning them the necessary permissions.
  2. Assign User Permissions for Advanced Account Forecasting Analytics for Manufacturing
    Allow your users to view the Advanced Account Forecasting Analytics for Manufacturing app by assigning them the necessary permissions.
  3. Enable CRM Analytics
    Before you create the Advanced Account Forecasting Analytics for Manufacturing app, enable CRM Analytics in your org.
  4. Meet the Data Requirements to Create the Advanced Account Forecasting Analytics for Manufacturing App
    To create the Advanced Account Forecasting Analytics for Manufacturing app, make sure that your Salesforce org has the required data.
  5. Set Field-Level Security for the Advanced Account Forecasting Analytics for Manufacturing App
    Before you create the Advanced Account Forecasting Analytics for Manufacturing app, make sure that the Analytics Cloud Integration User profile has access to all of the fields that the app uses.
  6. 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.
  7. Keep the Data in the Advanced Account Forecasting Analytics for Manufacturing App Up-to-Date
    Keep the data in your analytics app current by scheduling the app to refresh on a daily basis.
  8. Use Advanced Account Forecasting Analytics for Manufacturing
    Use the dashboards in the Advanced Account Forecasting Analytics for Manufacturing app to analyze your forecast data and develop accurate forecasts to optimize your production and operations.
 
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