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Enable the Default Analytics Dashboard for Manufacturing (Beta)
Key account managers can compare planned and actual revenue values, understand account performance, and track planned revenue from sales agreements with the Default Analytics Dashboard. Enable the dashboard so that key account managers can view it on the Manufacturing home page.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To enable Default Analytics Dashboard: | Customize Application |
Note As a beta feature, the Manufacturing Default Analytics Dashboard is a preview and isn’t
part of the “Services” under your Main Services Agreement with Salesforce. Use this feature at
your sole discretion, and make your purchase decisions only on the basis of generally available
products and features. Salesforce doesn’t guarantee general availability of this feature within
any particular time frame or at all, and we can discontinue it at any time. This feature is for
evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and
Salesforce has no liability for any harm or damage arising out of or in connection with it. All
restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms
for related Non-Salesforce Applications and Content apply equally to your use of this
feature.
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Assign the Analytics View Only Embedded App permission set to your users.
- In Setup, enter Users in the Quick Find box, and then select Permission Sets.
- Click Analytics View Only Embedded App.
- Click Manage Assignments and then Add Assignments. Select the checkboxes next to the names of the users you want assigned to this permission set, and click Assign.
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Enable CRM Analytics.
- In Setup, enter Analytics in the Quick Find box, and then select Getting Started.
- Enable CRM Analytics.
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Set field-level security for the Analytics Cloud Integration User profile.
- In Object Manager, select Account.
- In Fields & Relationships, select Account Number, and then click Set Field-Level Security.
- Provide Visible and Read-Only for the Analytics Cloud Integration User profile.
- Repeat these steps for the Ownership and Rating fields.
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Enable the Default Analytics Dashboard.
Note The Manufacturing Default Analytics Dashboard does not work if there are no records in the Sales Agreement, Sales Agreement Product, and Sales Agreement Product Schedule objects. Create a sales agreement, add a product to the sales agreement, and activate it before enabling the dashboard.
- In Setup, enter Manufacturing in the Quick Find box, and then select Sales Agreements.
- Enable Default Analytics Dashboards.
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