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Set Up Einstein Discovery for Reports

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Set Up Einstein Discovery for Reports

Einstein Discovery for Reports is available after you enable CRM Analytics and assign the Can Run Einstein Discovery for Reports permission to users. Can Run Einstein Discovery for Reports is included with several standard permission sets, which come with various Salesforce licenses. Or you can assign the permission to users individually.

Required Editions

Available in Lightning Experience
Available with CRM Analytics Plus in Developer Edition, and for an extra cost in Enterprise, Performance, and Unlimited Editions.
Available with Sales Cloud Einstein in Performance and Unlimited Editions, and for an extra cost in Enterprise Enterprise.
User Permissions Needed
To set up Einstein Discovery for Reports: Manage CRM Analytics
To assign a permission set to users: Assign Permission Sets
To create a custom permission set: Manage Profiles and Permission Sets
  1. Verify that the Enable CRM Analytics setting is turned on for your users.
  2. Assign a permission set to users that includes the Can Run Einstein Discovery for Reports permission.
    The standard permission set CRM Analytics Plus User Available with the CRM Analytics Plus license.
    The standard pemission set CRM Analytics Plus Admin Available with the CRM Analytics Plus license.
    Any standard Sales Cloud Einstein permission set See Select Who Can Use Sales Cloud Einstein.

After enabling CRM Analytics and assigning permission sets, users have access to Einstein Discovery for Reports. The next time they run a report with sufficient data, they’ll see the Analyze button, and they’ll be able to start an analysis.

 
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