Setting up Engagement Analytics Apps

Refer to the following table and its linked pages for information related to:

  • Licensing and permission sets
  • Supported environment
  • Prerequisites and configuration
  • How to generate apps

You must be signed in as an administrator, or equivalent, to complete these tasks.

We recommend that you complete the task in the order shown.

When you create an Engagement Analytics app, you can choose to include Billing Central and Order and Inventory Management data via Financial Analytics, PSA data via PS Cloud Core Analytics, or both. Depending on your choice, the Engagement Analytics app is dependent on your existing Business Analytics apps.

Steps to Set up Engagement Analytics

Step

 Task Related Help Page
1 If your org is configured to support multiple currencies, ensure that the Integration User's currency is set to your corporate (dual) currency. See the Salesforce Help.
2

If you use PSA with the engagement functionality, ensure that your PS Cloud Core Analytics app is properly set up and that it contains the Project Reporting dataset.

If you also use Revenue Management and want to include the Recognized to Date and Amortized to Date values, select the Revenue Management Fields checkbox on the active PS Cloud Analytics setup record.
3 If you are planning on creating the Deferred Revenue Reporting dashboard, perform the required setup tasks. Setting up the Deferred Revenue Reporting Dashboard
4

If you use Billing Central with the engagement functionality, ensure that your Financial Analytics app is properly set up and that it contains the Billing Contracts dataset.

If you also use Revenue Management and want to include the Recognized to Date value, "Yes" to question 5b. Do you want to include the amount of revenue recognized for billing contract line items? in the Financial Analytics configuration wizard.
5

If you use Order and Inventory Management with the engagement functionality, ensure that your Financial Analytics app is properly set up and that it contains the Order and Inventory Management dataset.

If you also use Revenue Management and want to include the Recognized to Date and Amortized to Date values, "Yes" to question 11b. Do you want to include the amount of revenue recognized and the amount of cost amortized for sales order line items? in the Financial Analytics configuration wizard.
6 Assign the required licenses and permission sets to the Integration User.
7 Assign the required licenses and permission sets to yourself and other administrator users.
8 Assign the required licenses and permission sets to users who need to view Engagement Analytics dashboards.
9 Ensure that your org contains engagement records linked to projects, billing contracts, or sales orders.
10 Run the configuration wizard. Creating an App from the Engagement Analytics Template
11 Share the app with users who need to view the Engagement Analytics dashboards. This includes users who view the embedded dashboards from the engagement record page. Creating an App from the Engagement Analytics Template
12

Update your datasets by scheduling the data refresh.

We recommend chaining the sequence as follows:

  1. Data sync, if it is enabled in your org.
  2. PS Cloud Core Analytics dataflow.
  3. Financial Analytics recipe.
  4. Financial Analytics dataflow.
  5. Engagement Analytics recipe.

If you chain the subsequent steps to run after the initial step, you must only schedule the initial step. This ensures that your data is always up to date.

 Creating an App from the Engagement Analytics Template
13 Embed the Engagement Analytics dashboards in your custom Lightning record pages for the Engagement object. Embedding Engagement Analytics Dashboards