Install the Enhanced Analytics for Healthcare App

Save time by installing the Enhanced Analytics for Healthcare app and its related dashboards from within Health Cloud. The Health Cloud CRM Analytics Settings page is a simplified, one-stop solution to help you install, update, or delete the app’s dashboards.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To install the app: HealthCare Analytics Admin permission set

AND

CRM Analytics Plus Admin permission set

You can install dashboards of Utilization Management Analytics, Care Management Analytics, or both.
  1. From Setup, in the Quick Find box, enter Health Cloud CRM Analytics Settings, and then select Health Cloud CRM Analytics Settings.
  2. In the Select Categories and Install Dashboards section, click Install Dashboards.
  3. Select Utilization Management Analytics, Care Management Analytics, Home Health Analytics or select all, and click Install Dashboards.

    If your org isn’t provisioned with the Health Cloud or Health Cloud for Life Sciences permission set license, you can’t select a category. Reach out to Salesforce Customer Support for help.

    Note

  4. In the Confirm Your Category Selections window, review the information, and click Confirm.
    You see a progress bar indicating the status of the app installation. You’ll also receive an email indicating the success or failure of the installation.