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Prepare Your Org for CRM Analytics

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how CRM Analytics for Manufacturing Cloud helps the manufacturing industry.
  • Sign up for a Developer Edition org with CRM Analytics for Manufacturing Cloud.
  • Set up permissions and access to get the org ready.

Analyze Your Business Better

Rayler Parts is a manufacturer of heavy equipment attachments and uses Manufacturing Cloud to manage sales and operations. If you’ve completed Admin Essentials for Sales Agreements and Account Forecasting, you will recall key account manager Vance Park, and his manager, Elliott Drake. They use Manufacturing Cloud to manage sales agreements, generate account forecasts, track account manager targets, and streamline the overall business. While Manufacturing Cloud helps account managers to track their business, CRM Analytics helps them to analyze business data and gain useful insights. CRM Analytics for Manufacturing Cloud is an add-on app and a comprehensive analytics solution in Analytics Studio. 

And that’s not all. With the Rebate Management add-on app, they get rebate-specific dashboards powered by CRM Analytics. Using these dashboards, program planners can assess the performance of all incentive programs, and partners can analyze their benefits and payouts.

Note

To create an app with rebate-specific dashboards, you must have Rebate Management, Rebate Management User, and Manufacturing Analytics Plus add-on licenses.

What Makes CRM Analytics Special?

Let us go over a few problems that Rayler Parts struggles with and how CRM Analytics solves them.

Problem

How CRM Analytics Solves It

Account managers come across a lot of data and aren't sure what to do with it.

Breaks down complex data into specific metrics and data segments, providing account and sales managers greater insight.

Sales teams don’t understand which customer relationships to focus their time and effort on for the future.

Provides easy-to-understand visual dashboards that help sales teams stay on top of product sales, account health, sales agreements, orders, and contracts.

Executives don’t have real-time visibility across sales and operations to make decisions about running the business. 

Offers preconfigured dashboards with a 360-degree view of data for different teams, such as sales, operations, finance, and so on.

Insights into Rayler’s business are not readily available because the data is tucked away in legacy ERP systems and spreadsheets.

Seamlessly integrates with the Salesforce ecosystem so deployment is a matter of point-and-click.

Territory managers have no easy way to track, analyze, and visualize the performance of account managers in their team.

Offers detailed and embeddable dashboards, providing insights into each team member’s performance.

Account executives need insights into the incentive earnings of a partner across rebate programs. And they want to make recommendations after studying the impact of incentives on certain products and accounts.

Provides out-of-the-box dashboards that are embeddable on pages like Orders, Accounts, and Products. With dashboards, analyze each sale, create the right incentive strategy, and increase account loyalty.

Think of a CRM Analytics dashboard as a prism. Just as a prism disperses light into a spectrum of attractive colors, CRM Analytics dashboards break down data into a spectrum of actionable insights.

Sign Up for a Developer Edition Org with Manufacturing Cloud

To complete this module, you need a special Developer Edition org that contains CRM Analytics Plus licenses, Manufacturing Cloud and Rebate Management licenses, and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this module.

Note that this Developer Edition is designed to work with the challenges in this module, and may not work for other modules. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.

  1. Sign up for a free CRM Analytics–enabled Manufacturing Cloud Developer Edition org.
  2. Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, yourname@test.com).
  3. After you fill out the form, click Sign me up. A confirmation message appears.
  4. When you receive the activation email (which can take a few minutes), open it and click Verify Account.
  5. Complete your registration by setting your password and challenge question.

Tip: Write down your username, password, and login URL for easy access later.

You are logged in to your Developer Edition.

Now connect your new Developer Edition org to Trailhead.

  1. Log in to Trailhead, click your Trailhead profile avatar, then select Hands-On Orgs.
  2. Click Connect Org.
  3. Enter your new Developer Edition org username and password, and click Log In.
  4. On the Allow Access? screen, click Allow.
  5. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it.

Permissions and Access

Let’s take a look at how Cindy Jones, the admin at Rayler Parts, sets up CRM Analytics. She first needs to enable CRM Analytics in the org.

  1. Click Setup, and select Setup.
  2. Enter Getting Started in the Quick Find box, and then select Getting Started under Analytics.
  3. Enable CRM Analytics.

We’ve already enabled CRM Analytics in your special org. 

The Getting Started page in Setup showing CRM Analytics enabled in the org.

Next up, Cindy sets up the permission sets required for CRM Analytics features. We've already assigned the required permission sets to the admin user in your developer org. 

  1. From Setup, enter Users in the Quick Find box, and then select Users.
  2. Click the name of a user.
  3. Click Permission Set Assignments, and then click Edit Assignments.
  4. Select one or multiple permission sets as required:
    1. CRM Analytics Plus Admin
    2. Manufacturing Analytics Admin
    3. CRM Analytics Plus User
    4. Manufacturing Analytics User
      She assigns herself the CRM Analytics Plus Admin and Manufacturing Analytics Admin permission sets, and assigns the CRM Analytics Plus User and Manufacturing Analytics User permission sets to Elliott and his team.
  1. Click Add, and then click Save.

The Permission Sets page in Setup showing the list of permission sets that must be enabled for a Manufacturing user.

Cindy also needs to set field-level security for a few objects so that CRM Analytics users can access all the fields that are used in the app.

  1. In Setup, go to Object Manager.
  2. In the Quick Find search box, enter the name of the object whose field-level security you want to edit.
  3. Select the object, then select Fields & Relationships.
  4. Select the field you want to edit, then select Set Field-Level Security.
  5. For the Analytics Cloud Integration User profile, select Visible, and click Save.
  6. Repeat Steps 4 and 5 for all the fields you want to use.
  7. Refresh your browser cache.

Cindy has completed setting up permissions and access for the CRM Analytics for Manufacturing app. She checks if the app has any data requirements. 

Data Requirements

Cindy learns that the app must have records across many objects. Let’s follow along as she identifies these data requirements.

The app can be created as long as the org uses record types, and there’s at least one record in the following objects.

  • Order Item
  • Product
  • Price Book
  • Account

Since Rayler Parts has been operational for a few years now with Manufacturing Cloud, it has plenty of records in these objects. Cindy is ready to set up the CRM Analytics app for Manufacturing Cloud.

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