Creating and sharing the app from the Analytics for Consumer Goods template
Key Takeaway
Build the app with the Analytics for Consumer Goods template wizard in Analytics Studio. To share it, open the app from Analytics Studio, search for users under "Invite others", give each one Viewer, Editor, or Manager access, click Add, and click Save.
Analytics for Consumer Goods is a CRM Analytics template that builds an app with dashboards for Agentforce Consumer Goods KPIs such as Store Compliance, Visits, and Revenue. You create the app through a configuration wizard in Analytics Studio, where your answers decide the data, the security, and the Einstein Discovery stories. After that, you share the app with users who have the right Analytics for Consumer Goods permission sets.
How to create the app
The template is available in Enterprise, Performance, and Unlimited editions where Agentforce Consumer Goods is enabled.
- Open Analytics Studio from the App Launcher.
- Click "Create" and select "App".
- Select the Analytics for Consumer Goods template and click "Continue".
- Review the preview page, which gives an overview of the available dashboards. Click "Continue" to open the configuration wizard.
- Choose whether to create a new app or use settings from an existing app.
- Let CRM Analytics run a compatibility check on your org's data. When the check passes, click "Looks good, next".
- On the next page, answer three questions in this order: the type of data to use, the security predicate to apply, and the Einstein Discovery stories to add.
- On the following page, choose the period for aggregating data and running Einstein Discovery stories. Then choose how to compare a store's performance.
- Name the app and click "Create".
- Wait a minute or two while a status screen shows progress. Then refresh the page to see the finished app.
If the compatibility check finds issues...
Error messages tell you how to fix them. Fix the issues and try app creation again.
If app creation shows an error saying the Analytics Integration User does not have access to selected fields...
Edit Salesforce field-level security to fix the error.