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One-page setup flow for CRM Analytics for Manufacturing

Key Takeaway

Set up CRM Analytics for Manufacturing from one Setup page. Complete its sections one by one, then turn on "Install" to build the app.

CRM Analytics for Manufacturing is an add-on analytics app that gives account managers dashboards on sales agreements, orders, and contracts. The one-page setup flow is a single Setup page where an admin completes every action needed to set up the app. The actions run from assigning permissions and enabling CRM Analytics to choosing which analytics to include and installing the app.

What you need first

CRM Analytics for Manufacturing costs extra. The app is only for Agentforce Manufacturing and Health Cloud users.

The org also needs these:

  • Lightning Experience, in Enterprise or Unlimited edition
  • Agentforce Manufacturing enabled
  • Either the Manufacturing Analytics Apps or the Healthcare Analytics Apps add-on license
  • The Manufacturing and Health data models deployed
Salesforce Accredited Agentforce Manufacturing Professional Study Guide

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Manufacturing data kit for Data 360

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