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Data and field access prerequisites for creating the Analytics for Manufacturing app

Key Takeaway

Before you create Analytics for Manufacturing, check two separate things. The user needs access to the objects behind each kind of data. The Analytics Cloud Integration User profile needs field-level security set to "Visible" on every field the app uses.

Analytics for Manufacturing is a CRM Analytics app. Its dashboards are built on Agentforce Manufacturing data, such as sales agreements, account forecasts, account manager targets, and rebates. Your data and access must be ready before you create the app, because data that doesn't meet the app's requirements stops the app from being created.

What must be ready before you create the app

Three things must be in place before you create Analytics for Manufacturing:

  • Your data uses record types in Salesforce.
  • The user has access to the objects that hold the data.
  • The Analytics Cloud Integration User profile has field-level security set to Visible on every field used in the app.

The two access requirements are separate. Object access is about the user. Field visibility is about the Analytics Cloud Integration User profile. Because they're separate, you set up both.

Salesforce Accredited Agentforce Manufacturing Professional Study Guide

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