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I'm working on a CG cloud client demo. 

 In CG mobile App  Clicking CRM Analytics section doesn't works.   

The solution I found was assigning  CGCloud Analytics permission sets to user. 

There is another permission set  CG Analytics User  but that require license and in documentation I found that it's an add on. 

For a client demo purpose I didn't find this license in Partner demo org or trial version both. 

 

2 件の回答
  1. 5月25日 10:51

    @Saqib Ashraf seems to be like a licensing/provisioning limitation than a mobile app configuration issue.

    For CRM Analytics inside CG Cloud, assigning only the regular CG Cloud permission sets is usually not enough. Salesforce’s setup guidance requires the user to have CG Analytics User and CRM Analytics Plus User permission sets for Consumer Goods Analytics access. The important part is that CG Analytics User depends on the CRM Analytics for Consumer Goods add-on license, so if that license is not in the partner demo org or trial org, the mobile analytics section will not work fully (https://help.salesforce.com/s/articleView?id=ind.retail_admin_analytics_assignuser.htm&language=en_US&type=5

     

    For a client demo, the clean option is to use a CRM Analytics-enabled Agentforce Consumer Goods / CG Cloud demo org, or ask your Salesforce AE/partner team to provision the proper demo licenses. Trailhead also calls out that CRM Analytics is not available in a normal Trailhead Playground and requires a special CRM Analytics-enabled Consumer Goods Developer Edition org (Improve Retail Analysis with CRM Analytics

     

    I would also check that the analytics app/dashboard is actually created, the user has access to the dashboard/app, mobile links or analytics cards are configured, and the mobile app has completed a fresh sync. But if the required analytics permission set license is missing, this cannot be fixed only with CGCloud permission sets.

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