Setting up Analysis Mappings

Before you begin, make sure you've set up and created analysis items in your org. For more information, see Analysis Items Overview.

To set up analysis mappings features, you must complete the following steps:

To enable users to create and manage analysis mappings, assign the relevant permissions.

Action

Permissions Required
View analysis mappings FDN Common Concepts - Analysis Mappings permission set
Create, edit, or delete analysis mappings FDN Common Concepts - Analysis Mappings permission set and one of the following profiles:
  • Salesforce System Administrator
  • A custom profile that contains the Modify Metadata and Customize Application system permissions
Enter analysis items using the Analysis Items component Edit permissions to the relevant lookups to Analysis Item.

In addition to these permissions, you also require Salesforce permissions to perform actions in Setup, such as updating Lightning record pages.

For more information, see the Salesforce Help.

Create an analysis mapping for each analysis item record type you created, such as Cost Center or Industry Type. For more information, see Creating an Analysis Mapping.

Note:

The label for each analysis mapping name must match the corresponding record type. If you edit the record type label or analysis mapping name, the link between the record type and the mapping will be lost.

To enable your users to view and record corresponding analysis items, add the FDN Analysis Items Lightning component to the relevant Lightning record pages.

For more information about adding custom components to Lightning pages, see the Salesforce Help.

You do not need to add analysis item lookups to your Lightning page layouts individually as Foundations automatically displays the relevant fields in the Analysis Items component.

Tips:

If lookups that are included in analysis mappings exist on your Lightning page layouts, you can remove them to prevent duplication. We also recommend that you deactivate any lookup filters that exist on the field.

For more information about updating page layouts and deactivating lookup filters, see the Salesforce Help.

The new Analysis Items component is visible when viewing and editing a page, but not when creating a record initially. Ensure that the relevant users are aware of a change in the process for recording analysis item information on the affected records.

For more information about using the Analysis Items component, see Recording Values in the Analysis Items Component.