Setting up the CS Cloud Core Analytics App

Refer to the following tables and their linked pages for information related to:

  • Licensing
  • Package dependencies
  • Prerequisites and configuration
  • Salesforce Output Connector
  • App generation

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

We recommend that you complete the tasks in the order shown. All of the tasks are mandatory.

Setting up Your CS Cloud Core Analytics App

Step

 Task Further Information
1 Ensure the Analytics View Only Embedded App permission set licenses have been enabled in your org. To do this, navigate to Setup | Company Information | Permission Set Licenses and look for Analytics View Only Embedded App. If this permission set license is not available, contact your Certinia Account Manager or Customer Success Manager to ensure you have the required licenses.
2 Ensure that Analytics is enabled in your org. If this is not enabled contact your Onboarding Team to raise a case with Salesforce. To check whether Analytics is enabled in your org, navigate to Setup | Analytics | Getting Started. You will see the Launch CRM Analytics button if Analytics is already enabled.
3 Ensure that null measure handling is enabled in your org. If it is not listed as an option in Analytics Settings, contact your Onboarding Team to raise a case with Salesforce to enable the setting. To check whether null measure handling is enabled in your org, navigate to Setup | Analytics | Settings. If you see an option for Allow null measure handling in datasets and it is ticked, then null measure handling is enabled in your org. For more information, see the Salesforce Help.
4

Ensure that the following packages are installed in your org:

  • Foundations Winter 2023 or later
  • Customer Success Cloud August 2024 or later
 Setting up Customer Success Cloud
5 If your org is configured to support multiple currencies, ensure that the Integration User's currency is set to your corporate currency. To do this, navigate to Setup | Company Information and look at the corporate currency. Ensure the currency selected is the same as in Users | User, Integration. See the Salesforce Help.
6

Assign the required permission sets and licenses to the Integration User.
7

Assign the required permission sets and licenses to the Admin User. This is the user who creates and administers the analytics app.
8 Assign the required permission sets and licenses to the View User.
9 [Optional] If you want to surface the account health score calculated by the Metrics data set on the account record page, you must create a field on the account object to save the data to, set up the Salesforce Output Connector, and populate the relevant fields in the CS Cloud analytics setup record. To do this, complete the steps outlined in Setting up the Salesforce Output Connector for CS Cloud Analytics.
10 Create your Customer Success Cloud Core Analytics app. Creating a CS Cloud Core Analytics App

Adding the Customer Success Cloud Core Customer Success Manager Dashboard to the Customer Success Management Workspace

  1. From Setup, navigate to the Lightning App Builder.
  2. Navigate to the Customer Success Management Workspace.
  3. Click Clone to create and open a copy of the Customer Success Management Workspace in the editor.
  4. In the components panel search for the CRM Analytics dashboard.
  5. Drag and drop the CRM Analytics component onto the workspace.
  6. In the properties pane, select the relevant dashboard from the Dashboard field.
  7. In the properties pane, set the component height. The recommended height for this dashboard is 500 pixels.

Adding the Customer Success Cloud Core Account Health Score Dashboard to the Account and Customer Success Segment Record Pages

Follow the set up steps detailed in the Account Health Score Dashboard section in Customizable Lightning Components.