Data requirements before creating the Analytics for Consumer Goods app
Key Takeaway
Before you create the Analytics for Consumer Goods app, the org needs at least one record in Account, RetailStore, Visit, RetailVisitKpi, and Product2. Order needs a record only if CRM Analytics will use retail execution and sales data.
Analytics for Consumer Goods is an analytics app available in Enterprise, Performance, and Unlimited editions where Agentforce Consumer Goods is enabled. Before you can create the app, your org's data has to meet two minimum requirements. Certain objects must contain records, and the integration user must be able to access the app's fields.
Objects that need records
Before you create the app, your org must have at least one record in each of these five objects:
- Account
- RetailStore
- Visit
- RetailVisitKpi
- Product2
One record per object is enough to meet the minimum.
Order is a conditional sixth object. The number of objects that need a record depends on whether you want CRM Analytics to use retail execution and sales data.
If you want CRM Analytics to use retail execution and sales data...
Order also needs at least one record, so six objects need a record.
If you don't want CRM Analytics to use retail execution and sales data...
Order doesn't need a record, so the count stays at five objects.
Marco prepares two orgs for the app. In the first org, his team doesn't want CRM Analytics to use retail execution and sales data. He adds one record each to Account, RetailStore, Visit, RetailVisitKpi, and Product2, and those five records meet the record minimum. In the second org, the team wants CRM Analytics to use retail execution and sales data. He adds the same five records plus one Order record, so six objects now have a record.