ArticlesBite Size Analytics: How to Implement Financial Statements

This Bite Size Analytics article is all about the implementation of Financial Statements powered by CRM Analytics. There are many useful items within the documentation and online help that you should look through but this Bite Size Analytics is intended to go over all you need to do to get up and running in less than 2 hours with Financial Statements. I'll be going through all of the steps in Lightning experience as both Lightning and MyDomain are required to use the Financial Statements.

• Spring 23 release

Installing Financial Statements

Before you can implement Financial Statements you will need to have the Financial Statements package Installed in your org. You can find this through Setup > installed packages.

This is an extra package that must be purchased through Certinia for free for all Full Accounting Users. Once you buy licenses, we speak to Salesforce on your behalf and get them to enable Analytics in your production org. This normally takes less than 48 hours. There's no need for you to speak to Salesforce, we handle it all. Note that since they only enable in production you may need to refresh your sandbox to use Financial Statements in a sandbox.

Getting Started

After ensuring you have the package installed, you can go about enabling Analytics if you've not done so before. This is a guided experience from Salesforce found via Setup > Analytics > Settings. You should go through all of the steps within the Getting Started. If your administrator cannot see these options then Analytics is likely not in your environment and more likely than not you'll be in sandbox.

Give Users Access to Analytics

There are two types of users that can access Analytics.

• Admin Users - Allowed to build, edit, and delete dashboards.
• View Users - Simply allowed to run, view, and interact with existing dashboards.

In the getting started steps above you will have created two permission sets that should be assigned to the relevant users through Users > Permission Sets > 'Select Permission Set' > Manage Assignments. Admin users should be assigned both the 'Financial Statements App Template' permission set and 'Financial Statements Reporting' permission set. You should also assign both types of user a Financial Statements license through Setup > Installed Packages >'Financial Statements' - Manage Licenses. Finally, each user should also be assigned an 'Analytics Platform' permission set license. These are not the same as permission sets and are a different related list on the user record. To do this you should open each user record of whom you want to access Analytics, scroll to the Permission Set License Assignments related list and assign an 'Analytics Platform' license.

Admin User:

• Permission Set: CRM Analytics Platform Admin, Financial Statements App Template
• License: Financial Statements
• Permission Set License: Analytics Platform

View User:

• Permission Set: CRM Analytics Platform User
• License: Financial Statements
• Permission Set License: Analytics Platform

Create a custom permission set

At Certinia we are unable to package permission sets for salesforce objects like account and contact. Therefore you need to create a new permission set giving read access to all the fields on the account and contact objects. This permission set needs to then be assigned to the Integration User below.

Set up the Integration User

The data that comes into Analytics is all controlled through an Integration User. This user is used as the link between Salesforce and Analytics and all data goes through this user. It is not a user that you would log in as and is created automatically once Analytics is enabled in your org. If the Integration User cannot see data then it won't get into Analytics. Simple. Note, we do not add any permission sets to the Financial Statements package because it would add a dependency and we like to provide customers with the ability to install analytics for older versions of Accounting where possible. The permission sets are therefore within the latest Accounting package.

You must assign the 'Analytics and Financial Statements Read Access' permission set to this user. Without the latest package, you may need to create the permission set manually to provide 'View All' object access and 'View' field access on all Accounting objects. The Integration User should also be assigned an Accounting License (you get an extra one for this user).

Integration User:

• Permission Set: Analytics and Financial Statements Read Access, FFP View Planning (optional)
• License: Accounting, Planning (optional)

If you do not see an integration user in your environment then deactivate analytics and re-enable.

Creating Assets

You should now have your users set up for access to Analytics. You can start generating the dashboards and datasets. To do this first access the Analytics app called 'Analytics Studio'. You can then press 'Create' > 'App' > 'From Template' > 'Certinia Financial Statements'. Go through the questions around your configuration and you'll be good to go! Make sure to check out the other Bite Size Analytics on setting dashboard defaults, sharing, and refreshing data once the dashboards have been created.

Once the app and dashboards have been created it is recommended that you watch the Dashboard Defaults Byte.

• It's also worth noting that a warning message from the dataflow is completely normal and nothing to worry about.
• Any feedback or requests for future Bite Size Analytics, post in the Reporting Chatter group.