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Set Up CRM Analytics for Warranty Lifecycle Management
You can easily complete all the actions required to set up the CRM Analytics for Warranty Lifecycle Management using the one-page setup flow.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions where Manufacturing Cloud and CRM Analytics are enabled |
| User Permissions Needed | |
|---|---|
| To set up CRM Analytics for Warranty Lifecycle Management and assign permission sets to users: | CRM Analytics Plus Admin AND Analytics for Manufacturing Admin or RI for Manufacturing Admin |
To enable CRM Analytics and CRM Analytics for Warranty Lifecycle Management:
- From Setup, in the Quick Find box, enter Set Up CRM Analytics for Warranty Lifecycle Management, and select Set Up CRM Analytics for Warranty Lifecycle Management.
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To get CRMA analytics admin and Analytics for Manufacturing admin permissions to set up
Analytics, click Assign Permission Set in the Get Started with CRM
Analytics for Manufacturing section. Assign CRMA Analytics Plus Admin and Analytics for
Manufacturing Plus Admin or RI for Manufacturing Admin permission sets.
You can assign the Manufacturing Analytics Admin or RI for Manufacturing Admin permission set to users who manage analytics and assign the Manufacturing Analytics User or RI for Manufacturing User permission set to users who view analytics, from the Get Started with CRM Analytics for Warranty Lifecycle Management Setup section.
- To enable CRM Analytics in Salesforce, click Enable CRM Analytics.
- To select a security predicate to determine users’ access to warranty lifecycle data, follow the instructions in the Configure Data Access for Warranty Lifecycle Management Analytics section.
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After you complete all the required steps, turn on Install to install the CRM Analytics
for Warranty Lifecycle Management app. If the app doesn’t have sufficient prerequisites,
the installation is skipped with a message explaining the steps to meet the
prerequisites.
After assigning permission sets and enabling CRM Analytics, you can check the CRM Analytics for Warranty Lifecycle Management app's installation status in the Requests tab. From Setup, select Auto-Installed Apps, and open the Requests tab. When the installation is complete, open the Applications tab to view the CRM Analytics for Warranty Lifecycle Management app. You can also access the dashboards from the App Launcher. From Analytics Studio, select CRM Analytics for Warranty Lifecycle Management, and then select Dashboards.
To see your data in the dashboards after you install the CRM Analytics for Warranty Lifecycle Management app, you must schedule your app to refresh.
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