Deployment step sequence for Analytics for Consumer Goods
Key Takeaway
Salesforce recommends nine deployment steps in a set order. Setting field-level security for the Analytics Cloud Integration User profile comes right after you meet the data requirements and right before you create the app.
Analytics for Consumer Goods is a template you use to create a CRM Analytics app with dashboards for retail execution data. You must deploy it in your Salesforce org before you can create an app from the template and use the dashboards. Analytics for Consumer Goods is available in Enterprise, Performance, and Unlimited editions where Agentforce Consumer Goods is enabled. Deployment gets CRM Analytics, permissions, data, and field access ready. Then you create, share, and refresh the app.
The nine deployment steps
Salesforce recommends following the deployment steps in this order:
- Enable CRM Analytics.
- Assign administrator permissions.
- Assign user permissions.
- Meet the data requirements.
- Set field-level security.
- Create and share the app from the template.
- Schedule the dataflow.
- Understand the app's limitations.
- Embed dashboards in Lightning pages.
Steps 1 through 5 get the org ready. Field-level security is the last of these, so it comes after you meet the data requirements and before you create the app.