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            Deploy CRM Analytics for Manufacturing

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            Deploy CRM Analytics for Manufacturing

            CRM Analytics for Manufacturing lets account managers visualize all aspects of their business to keep them on top of sales agreements, orders, and contracts.

            Required Editions

            Available for an extra charge in Lightning Experience in Enterprise and Unlimited editions that have Manufacturing Cloud enabled.
            Note
            Note CRM Analytics for Manufacturing is only for Salesforce Manufacturing Cloud and Health Cloud users. It requires that you have either the Manufacturing Analytics Apps add-on license or Healthcare Analytics Apps add-on license. It also requires that you have deployed the Manufacturing and Health data models. CRM Analytics for Manufacturing is available as part of the Manufacturing Cloud Intelligence.
            Tip
            Tip Follow the steps in the order shown to deploy CRM Analytics for Manufacturing. If you haven’t used CRM Analytics before, learn about it from Salesforce Help.
            1. Set Up Analytics for Manufacturing
              You can easily complete all the actions required to set up the Analytics for Manufacturing app using the one-page setup flow.
            2. Enable CRM Analytics
              Before you create an app from the CRM Analytics for Manufacturing template, enable CRM Analytics in your Salesforce org.
            3. Assign Analytics for Manufacturing Admin Permissions
              Enable admins to create and manage the Analytics for Manufacturing app by assigning the relevant permissions.
            4. Assign Analytics for Manufacturing User Permissions
              Enable users to view the Analytics for Manufacturing app by assigning the relevant permissions.
            5. Data Required to Create the Analytics for Manufacturing App
              Before you create Analytics for Manufacturing app, ensure that your data meets these specific requirements. Otherwise, the data fails the CRM Analytics check and you see an error message.
            6. Set Field-Level Security to Enable Creation of the Analytics for Manufacturing App
              Before you create the Analytics for Manufacturing app, make sure that the Analytics Integration User profile has access to all fields used in the app.
            7. Create and Share an App from the Analytics for Manufacturing Template
              Create an app from the Analytics for Manufacturing template and share it with your users.
            8. Schedule the Dataflow for the App
              The app creation process includes a dataflow that imports the latest data to CRM Analytics. Schedule the app to refresh daily to ensure that it uses up-to-date data.
            9. Embed Analytics for Manufacturing Dashboards in Lightning Pages
              The Analytics for Manufacturing app includes dashboards you can embed and access in Lightning Experience pages.
            10. Get Actionable Insights from Your Data with Analytics for Manufacturing
              Analytics for Manufacturing dashboards visualize all aspects of your business to help you stay on top of sales agreements, orders, and contracts.
            11. Understand Analytics for Manufacturing Limitations
              Analytics for Manufacturing gives you access to most CRM Analytics capabilities and features, but with limitations.
             
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