Set Up CXone Mpower Performance Analytics for Salesforce Einstein

Assign License

1. In Salesforce, click Setup in the upper right corner.

2. In the Quick Find box, enter Installed Packages  >  Installed Packages.

3. Select the Einstein application and click Manage Licenses.

4. Select the checkbox next to the users you want to assign a license to.
5. Click Add.

Assign Performance Analytics for Salesforce Einstein Permission Set

1. In Salesforce, click Setup in the upper right corner.

2. In the Quick Find box, enter Permissions > Permission Sets.

3. Select the Analytics for Salesforce Einstein Permission Set you would like to assign.

   Click to determine which permission set to select

   Permission Set	Details
   Admin	Access to Expert Mode which allows the capability to edit dashboards and stories.
   User	Can only view dashboards and stories created by the admin user but cannot edit them.

4. Click Manage Assignments > Add Assignments.
5. Select the checkbox next to the users you want to assign this permission to.
6. Click Assign.

Performance Analytics for Salesforce Einstein Authentication

Once you have performed the authentication process, it will consume a user license that will be used to load data from CXone Mpower to Salesforce.

1. In CXone Mpower, navigate to the App Launcher in the upper left corner of your Salesforce instance.

2. In the Search box enter CXone Mpower  >  CXone Mpower Analytics Login.

   You will only use the CXone Mpower Analytics Login one time. To launch the app after authentication is complete, you will use CXone Mpower Analytics.

3. Log in to your CXone Mpower tenant using your administrator username and password.

4. Select appropriate region from the drop-down. Do not select Central.

5. Upon successful log in a user will be created, Albert@<tenant ID>.com.

6. Log in to CXone Mpower to verify the Albert user created and send email invitation to connected email.

7. User must log in to email to activate.

Remote Site Settings

1. In Salesforce, click Setup in the upper right corner.

2. In the Quick Find box, enter Metadata > Custom Metadata Types.

3. Click inContact API User Keys  >  Manage inContact API User Keys  >  inContact.

4. Copy the Resource URL. Save this for future use.

5. In the Quick Find box, enter Remote > Remote Site Settings  >  New Remote Site.

6. Enter a descriptive name in theRemote Site Name field and paste the resource URL from step 4 in the Remote Site URL field. If you want to, add a description.

7. Click Save.

Create Base Application

You have to create this base application only once in the set up of Performance Analytics for Salesforce Einstein.

1. In Salesforce set up, navigate to the App Launcher (indicated by the dots in the left corner) and search for CXone Mpower Analytics  >  CXone Mpower Analytics.
2. In the Performance Analytics for Salesforce Einstein application, under Expert Mode, click Analytics Studio.
3. On the left, under Browse, click All Items >  Create  >  App.
4. Click Create App from Template  >  CXone Mpower Analytics Base App  >  Continue  >  Continue.

5. Enter CXone Mpower Analytics Base App as the Template Name for your app, click Create. This field is case sensitive and the value must be entered exactly as shown.

You can check on the status of your app creation the Data Manager. Data Manager can be found in the Setup menu.