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            Create and Share an App from the Analytics for Manufacturing Template

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            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.

            Required Editions

            Available for an extra charge in Developer, Enterprise, and Unlimited editions that have Manufacturing Cloud enabled.
            1. Navigate to CRM Analytics Studio.
            2. Click Create, then select App.
            3. Select Analytics for Manufacturing, then click Continue.
            4. Take a quick look at the preview page, then click Continue to open the configuration wizard.
            5. CRM Analytics performs a compatibility check of your Salesforce org’s data. If it uncovers any issues, you see error messages with instructions for how to address them. Fix the issues, and try app creation again. If it’s completed successfully, click Looks good, next.
            6. Select the objects that you want to add to your app. To add sales agreement data to your app, select Sales Agreement. To add account-based forecasting to your dashboards, select Account Forecast. To add sales targets data to your dashboards, select Sales Target. To add rebate data to your dashboards, select Rebates.
            7. The next page of the wizard asks you to make three selections.
              1. The first wizard question asks you to select a security predicate to apply to your sales agreements and forecasts. To make data visible to a user based on their hierarchical role, select User Role Hierarchy. To let a user view data that belongs to users below them in the hierarchy, select User Manager Hierarchy. To make all data visible to anyone viewing the app, select None.
                Note
                Note User Manager Hierarchy determines users’ access to data based on their Manager Id. User Role Hierarchy determines users’ access to data based on their hierarchical role.
              2. Next, select the preconfigured Einstein Discovery stories that you want to add to the app. To get predictions on the likelihood of sales agreement product renewals, select Maximize Sales Agreement Product Renewals. To get price recommendations for sales agreement products and schedules, select Get Price Recommendations for Products and Schedules.
                Note
                Note You can create an app without adding preconfigured Einstein Discovery stories.
              3. Next, select a currency for your app. By default, your Salesforce org’s currency is applied to the app.
            8. Click Looks good, next.
            9. The next page of the wizard asks you to make three selections.
              1. The first wizard question asks you to select a hierarchy to apply to your sales targets. Select the hierarchy that you selected in the setup of Team Manager Hierarchy in Account Manager Targets.
              2. The next question asks if you want to apply security predicates to your sales targets. To make the sales target data visible to a user based on the setup of Team Member Hierarchy in Account Manager Targets, select Yes. To make all data visible to anyone viewing the app, select No.
              3. Next, the wizard asks who gets credit for the orders. To credit all orders to the account owner’s actual revenue, select Account Owner. To credit all orders to the order owner’s actual revenue, select Order Owner. To credit all orders to a custom user’s actual revenue, select Other User
              Note
              Note You see these questions only if sales target data is added to your app.
            10. Click Looks good, next.
            11. The next page of the wizard asks you to make two selections.
              1. Select the custom fields for analyzing rebate programs. Select custom fields from the Rebate Member Product Aggregate object to analyze rebates based on criteria such as region, product, or product category.
              2. Select the preconfigured Rebates Einstein Discovery story that you want to include in your app.
              Note
              Note To create an app with the Rebate Analytics module, you must have Rebate Management, Rebate Management User, and Manufacturing Analytics Plus add-on licenses.
            12. Name your app, and click Create.

              View the status of app creation on the next screen. The process takes a minute or two. After it’s complete, refresh your browser to see your app.

              Note
              Note If you see an error that the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.

            Share the app with your users. You can share it only with users assigned the CRM Analytics Platform and Manufacturing Analytics admin or user permission sets.

            1. Open your app if it’s not already open. If you’ve navigated away from 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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