To set up analysis item features, you must complete the following steps:
Grant the Appropriate Permissions
To enable users to create and manage analysis items, assign the relevant permissions.
|
Action |
Permissions Required |
|---|---|
| View analysis items | FDN Common Concepts - Analysis Item - Read |
| Create or edit analysis items | FDN Common Concepts - Analysis Item - Edit |
| Delete analysis items | FDN Common Concepts - Analysis Item - Delete |
In addition to these permissions, you also require Salesforce permissions to perform actions in Setup, such as:
- Creating record types on the Analysis Item object
- Updating page layouts
For more information, see the Salesforce Help.
Identify Reportable Categories
Identify the type of information you want to centralize and report on across several records, for example, Cost Center or Industry Type. Make a note of the following information:
- The categories that you want to create
- The values you want to list in each category
- Any objects on which you want to store this information
Create Record Types on the Analysis Item Object
On the Analysis Item object, create a new record type for each category you want to centralize, such as Cost Center and Industry Type. For more information, see Creating Analysis Item Categories.
Ensure you assign the record types to the relevant profiles. For more information, see the Salesforce Help.
Create Analysis Items
Using the new record types, create analysis item records to represent the values associated with each category.
The following table provides example analysis item record types, values, and reporting codes.
|
Record Type |
Analysis Item Name |
Reporting Code |
|---|---|---|
| Cost Center | Accounting | ACC |
| Customer Service | CUS | |
| Legal | LEG | |
| Marketing | MKT | |
| Research and Development | RND | |
| Industry Type | Chemical | CHM |
| Electronics | ELC | |
| Manufacturing | MFC | |
| Pharmaceutical | PHA | |
| Printing and Publishing | PUB | |
| Transportation | TRN |
For more information, see Creating an Analysis Item.
Create Fields to Store Analysis Items
On the objects on which you want to store reporting data, create a new analysis item lookup field for each category of information you want to display. For example, create one lookup to Analysis Item for Cost Center and a separate lookup for Industry Type.
Assign the relevant edit permissions to users who will record values using the new lookups.
For more information about creating custom fields and permissions, see the Salesforce Help.
Determine How You Want to Display Your Analysis Item Fields
You can choose whether you want to display and record values in either of the following ways on the relevant objects:
- Analysis Items Lightning component (recommended)
- Lookups to the Analysis Item object
The Analysis Items Lightning component enables you to record and view analysis item values on any Lightning record page . By default, the component displays all relevant analysis item lookups. This option is recommended for Lightning users and objects that contain more than five filtered lookups. To use the Analysis Items Lightning component, set up the analysis mappings functionality in your org.
For more information, see Setting up Analysis Mappings.
For Salesforce Classic users or objects that include fewer than five filtered lookups, you can add the relevant analysis item lookups to your page layout. You can apply lookup filters to these fields to only show values for a specific record type.
For more information about defining lookup filters, see the Salesforce Help.