Configuring Location Asset Insights Dashboard
The following step-by-step configurations are required before adding the dashboard to the Location record page.
1. Install the ServiceMax A360 Service Analytics package on top of your ServiceMax Asset 360 package. For more information, refer to the Install CRM Analytics Package section.
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The Service Analytics package must be installed only on the ServiceMax Asset 360 Spring '22 or above package.
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2. Assign permission sets for using Tableau CRM. For more information, refer to the Assign Permission Sets for CRM Analytics section.
3. Enable CRM Analytics from your Org. For more information, refer to the Enable CRM Analytics section.
4. Create a CRM Analytics application in Analytics Studio using the A360-Location Assets Insights template. For more information, refer to the Create CRM Analytics App section.