Set Up the CRM Analytics App for Consumer Goods Cloud

Learning Objectives

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

• Create and share the CRM Analytics app.
• Configure data import frequency for the app.
• Embed dashboards on the home page and record pages of the Consumer Goods app.

Create the App

To use the CRM Analytics app, you need to create it from a specific template and define the data that you want the app to display. Here’s how Fatima creates the app and shares it with Gustavo and his team.

1. From the App Launcher, find and select Analytics Studio.
2. Click Create, then select App.
3. Search and select Analytics for Consumer Goods, then click Continue.
4. Take a quick look at the preview page, then click Continue to open the configuration wizard. The preview page gives Fatima an overview of available dashboards and other details.
5. Choose whether you want to create a blank app or use settings from an existing app, and click Continue. Fatima creates a new app so that she can personalize it according to her requirements.
6. CRM Analytics performs a compatibility check of your org’s data. If it uncovers any issues, you’ll see error messages with instructions on how to address them.
7. Fix the issues and try app creation again. If it completes successfully, click Looks good, next.
8. The next page of the wizard asks you to make three selections.
   • Select the type of data you want CRM Analytics to use. Fatima selects Retail Execution and Sales Data to get insights into KPIs such as Store Compliance, Visits, Revenue, Quantity, and Avg Order Value. Retail Execution and Sales Data also allows you to add Einstein Discovery stories to your app.
   • Select a security predicate to apply to your data. This lets users view data according to their hierarchy. Fatima selects None to make all data visible to anyone viewing the app.
   • You have an option to select Einstein Discovery stories, such as Maximize Store Sales or Minimize Out-of-Stock Occurences to include in your app. This is optional and you can create the app without selecting preconfigured Einstein Discovery stories. Fatima keeps this field blank.
9. Click Looks good, next.
10. Name your app and click Create. Fatima names the app Analytics for Consumer Goods.

11. View the status of app creation on the next screen. The process takes a few minutes so sit tight. You’ll get an email when it’s complete. Refresh your browser to see your app.

A few things to note as you go through the above steps: 

• If you see an error saying the Analytics Integration User does not have access to selected fields, you’ll need to edit the settings in Salesforce field-level security.
• You need at least one OrderItem record to view analytics based on retail execution and sales data. In absence of order data, you can only use retail execution data.
• To create an app with Einstein Discovery stories, you must have both LightningRetailExecutionStarter and LightningRetailExecutionPlus permission set licenses and at least one record in the OrderItem object.
• If your confirmation email for successful app creation contained any warning messages, don’t worry. It likely refers to the data sync that was enabled in your org. Analytics started the sync data flow before starting the actual data flow for your application. We’ll show you how to set a schedule for this after learning how to share the app.

Fatima loved how simple it was to create the app. Just point and click!

Share the App

Now that Fatima has created the app, she can share it with users in the organization.

1. Open your app if it’s not already open. If you navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
2. Click .
3. In the next screen, use the search field under Invite others: to find other users in your org.
4. Select whether you want to make the selected user a Viewer, Editor, or Manager of the app.
5. Click Add, then click Save.
6. Close the window.

Fatima provides view access to all key account managers and makes herself the manager of the app. She gives edit access to sales managers including Gustavo, so they can control the dashboards for their teams.

Schedule the Data Flow

Fatima discovers that she can control the frequency of dataflow into the CRM Analytics app. She wants to ensure that the dashboards are always fed updated data so that analysis and predictions are accurate. 

1. In Analytics Studio, click and select Data Manager.
2. Select Dataflows & Recipes.
3. Under Dataflows, look for your app, and click .
4. Select Schedule, and set the mode, time, and day for updating data in your app. Set a time outside normal work hours so the dataflow doesn’t interrupt regular business activities.
5. Select the following values and click Save.

While in the Data Manager screen, Fatima can see that the home page provides a detailed monitoring report of all data scheduling jobs and shows the status of each job that was run. This is very helpful to reference when troubleshooting issues.

Embed Dashboards on the Consumer Goods Home Page

The CRM Analytics app for Consumer Goods Cloud offers a variety of pre-configured dashboards that are full of relevant and actionable data. But data is most effective when you see it in context. Fatima decides to help account managers by adding a few dashboards to the most frequently used pages in the app. 

She starts with the homepage of the app where account managers start their day. The Key Account Manager Home dashboard is a pre-configured landing page full of metrics that provide an at-a-glance view of all the dashboards. Fatima decides to add it to the homepage. You can also add it as a separate tab to your Consumer Goods app.

1. From the App Launcher, search and select Consumer Goods.
2. On the Home page, select Setup, and then Edit Page.
3. In the Lightning App Builder, drag the CRM Analytics Dashboard component and drop it onto the page layout.
4. Click the component. On the right-hand side of the page, search for and select the dashboard Sales Manager Home.
5. Set the component height to anything above 800. Fatima enters 1200.
6. Select Open Links in New Windows.
7. Click Save, then click Activate.
8. Click Assign to Apps under APP DEFAULT to select Consumer Goods home page as the default for specific Lightning apps.
9. Select the lightning apps that would display the default home page and click Next.
10. Review the assignments and click Save.
11. Click Save on the Lightning App Builder page.

Fatima can now view the dashboard on the Consumer Goods app home page. The dashboard is split into the following sections with key metrics on different cards.

• Territory Compliance
• Stores That Need Attention
• Products That Need Attention
• Field Rep Performance

She notices that the metrics are carefully selected so that account managers can get both a top-down and a bottom-up view of the business. The Sales Manager Home dashboard gives you interesting analytics highlights before you get the full picture of data.

Add Dashboards to Record Pages

Apart from the home page, sales managers spend most of their day on Retail Stores, Visits, and Accounts record pages. Fatima wants to check if she can embed analytics dashboards on these record pages so that managers get contextual insights into sales and revenue.

To do this, she needs to edit a record page, select the dashboard to add, and enter an appropriate string in the Filter String box. For example, to add the Store Embedded dashboard to the Retail Stores record page, Fatima needs to enter the following string.

To learn more about adding dashboards to record pages, check out Embed Analytics for Consumer Goods Dashboards in Lightning Pages.

Fatima embeds the Store - Embedded dashboard on the Retail Stores page layout and saves the details.

She navigates to the Retail Stores record page and can see the Store - Embedded dashboard. The dashboard shows revenue realization for the sales agreement and how much of the planned amount through the current date has been attained.

Get Ready to Roll

Fatima is happy with all that she has accomplished. She knows that sales managers will gain valuable insights into their business with CRM Analytics. While Einstein for Consumer Goods Cloud has boosted Alpine Group’s retail activity optimization, CRM Analytics has added more insight and tools for the sales managers to crush their targets!

Resources

• Salesforce Help: Deploy and Use Analytics for Consumer Goods
• Salesforce Help: Embed Dashboards in Lightning Pages