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Set Up the CRM Analytics Platform
Set up your organization to use CRM Analytics and assign basic permission sets or create and assign your own custom permission sets.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
The information here describes how to set up your organization to use CRM Analytics and CRM Analytics templated apps and Apps.
- Learn about CRM Analytics Platform Licenses and Permission Sets
Introduce yourself to CRM Analytics setup fundamentals, which apply to both basic and advanced setup procedures. - Learn about Internal Analytics Users
Analytics uses internal users, Integration User and Security User, to access Salesforce data, preview data in Data Prep recipes, and enforce row-level security on datasets. - Basic CRM Analytics Platform Setup
Follow these few steps to give users in your organization access to CRM Analytics platform, templates, and apps quickly. Basic setup uses permission sets included with the CRM Analytics Plus or CRM Analytics Growth licenses, which cover the majority of most organizations’ analytics needs. - Advanced CRM Analytics Platform Setup
Follow these steps to learn the details of CRM Analytics permissions and to create and assign your own custom permission sets. - Complete Setting Up the CRM Analytics Platform
After assigning permission sets with either basic or advanced setup, follow these optional procedures to enhance the CRM Analytics experience and fine-tune CRM Analytics access to Salesforce data. - CRM Analytics Requirements
This section provides requirements for using CRM Analytics. - CRM Analytics Limits
When using CRM Analytics, keep these limits in mind. - CRM Analytics Limitations
CRM Analytics differs from other Salesforce features in some ways.
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