Set Up the CRM Analytics App for Manufacturing Cloud

Learning Objectives

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

• Create and share the CRM Analytics app.
  
• Decide data import frequency for the app.
  
• Explain the choices you make while creating the CRM Analytics app.
  

Create the App

To use the CRM Analytics app, you need to create it from a specific template and define what data you want the app to show. Here’s how Cindy creates the app and shares it with Elliott and his team.

You can create your own app using the template in Analytics Studio. However, to see data-rich dashboards, you need to create records in bulk. Don’t worry, we’ve given you a headstart. In your special org, there are sample records to get you started with dashboard analysis. We’ve also created the app and embedded dashboards on the Manufacturing home page, and a few record pages.

1. From the App Launcher, find and select Analytics Studio.
   
2. Click Create, then select App.
   
3. Search and select Analytics for Manufacturing, then click Continue.
   
   
4. The preview page opens which gives Cindy an overview of available dashboards and other details. Click Continue to open the configuration wizard.
   
5. Choose whether you want to create a blank app or use settings from an existing app, and click Continue. Cindy 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 see error messages with instructions on how to address them. Fix the issues and try again. If it completes successfully, click Looks good, next.
   
   
7. Select the objects you want to add to your app. Cindy selects the following.
   

• Sales Agreement
  
• Account Forecast
  
• Sales Target
  
• Rebates
  

8. The next page of the wizard asks you to make three selections.
   

• Security Predicate: None.
  
• Einstein Discovery stories: This is optional and you can create the app without selecting preconfigured Einstein Discovery stories. Cindy selects all the ED stories available as options.
  
• Currency: If multi-currency is enabled in the org, select a currency for revenue-based data.
  

9. Click Looks good, next.
   
   
10. The next page of the wizard asks you to make three selections.
    

• Select a hierarchy to apply to your sales targets: Select the hierarchy that you selected on the Account Manager Targets page in Setup for the field Team Member Hierarchy Type.
  
• Select if you want to apply security predicates to your sales targets.
  

1. To make the sales target data visible to a user based on the setup of Team Member Hierarchy in Account Manager Targets, select Yes.
   
2. To make all data visible to anyone viewing the app, select No.
   

• Select who gets credit for the orders.
  

1. To credit all orders to the account owner’s actual revenue, select Account Owner.
   
2. To credit all orders to the order owner’s actual revenue, select Order Owner.
   
3. To credit all orders to a custom user’s actual revenue, select Other User. You can select the user from a list.
   

11. Click Looks good, next.
    
    
12. The next page of the wizard asks you to make two selections.
    

• Select custom fields from the Rebate Member Product Aggregate object to analyze rebates based on criteria such as region, product, or product category.
  
• Select the preconfigured Rebates Einstein Discovery story that you want to include in your app.
  
  

13. Name your app and click Create. Cindy names it Analytics for Manufacturing.
    
    
14. View the status of app creation on the next screen. The process takes a minute or two, and you get an email when it’s complete. Refresh your browser to see your app.
    

If you see an error saying the Analytics Integration User does not have access to selected fields, edit and provide visible access to the required fields in Object Manager.

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

Explore the Choices

The Analytics wizard helped Cindy make several selections to personalize the data in the CRM Analytics dashboards. Let’s find out more about them.

• Security Predicate for Sales Agreements and Account Forecasts: The security predicate lets you configure access to data for sales agreements and forecasts.
  

• User Role Hierarchy determines users’ access to data based on their hierarchical role as defined in Roles in Setup. Select this to let a user view data that belongs to users in the same role or in roles below them.
  
• User Manager Hierarchy determines users’ access to data based on their Manager ID as defined in the User object. Select this to let a user view data that belongs to users below them in the hierarchy.
  

• Hierarchy for Sales Targets: The hierarchy for sales targets determines the reporting structure that is followed when setting targets for revenue, quantity, or other custom measures. This choice is made by the admin on the Account Manager Targets page in Setup.
  

• Manager Hierarchy: When you define a User record in Setup, you can also select a Manager for the user who is another user in your org. In case a user leaves or joins the company, or there’s a hierarchy change, the system automatically uses the updated information in the Manager field on the affected User records to update team assignments and targets.
  
• Forecasts Hierarchy: If the admin keeps the forecast hierarchy updated, team assignment information is automatically derived.
  

In the hands-on-challenges for this module, you embed dashboards and explore in-app dashboards. The data you see in the org you signed up for is based on manager hierarchy, which we’ve already configured in the org.

Do More with Stories

Einstein Discovery (ED) boosts your business intelligence with statistical modeling and supervised machine learning to identify, surface, and visualize insights into your business data. It uses predictive and prescriptive analytics to predict future outcomes and suggests ways in which you can improve those outcomes. To learn more about how Cindy configures ED stories and adds them to the CRM Analytics app for Manufacturing, see Explore Story Insights.

Einstein Discovery requires either the CRM Analytics Plus license or the Einstein Predictions license, both of which are available for an extra cost.

The following ED stories are available across CRM Analytics dashboards for Manufacturing Cloud and Rebate Management.

• Maximize Sales Agreement Product Renewals: Helps you predict the likelihood of sales agreement product renewals. Intelligent insights from the story help you focus on accounts with sales agreements that have high renewal probability, and identify the top contributing factors. You can also follow up with accounts that have agreements with low renewal probability.
  
• Get Price Recommendations for Products and Schedules: Helps you get price recommendations for products and schedules based on historical data. With guidance on pricing, you can offer better pricing for new products and schedules and reprice agreements when they’re revised.
  
• Maximize Member Profitability: Helps you view rebate-driven sales predictions, identify high-potential accounts to add to rebate programs, and recommend top rebate programs to your customers.
  

Share the App

Now that Cindy 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 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.
   

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

Schedule the Data Flow

Cindy 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. From Setup, find and select App Install History.
   
2. Find your app in the list of installed apps.
   
3. Click the dropdown arrow beside an app.
   
4. From the menu that appears, select Schedule.
   
5. Pick the days you want and set a time for refreshing the app data. It’s best to select a time outside normal working hours so the data refresh doesn’t interrupt business activities.
   

Select the following values:

6. Click Save.
   

Cindy can see that the home page in Data Manager provides a detailed monitoring report of all data scheduling jobs and shows the status of each job run. That would come handy to troubleshoot issues.

Resources

• Salesforce Help: Integrate and Prepare Data for Analysis
• Trailhead: CRM Analytics Data Integration Basics
• Salesforce Help: Create and Share an App from the Analytics for Manufacturing Template