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            Enable CRM Analytics in Financial Services Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable CRM Analytics in Financial Services Cloud

            Before creating CRM Analytics for Financial Services or the Consumer Banking Starter Analytics or Wealth Starter Analytics apps, enable Tableau CRM in your Salesforce org.

            1. Note
              Note If you see a blue Launch CRM Analytics button in the upper right corner, CRM Analytics is already enabled and you can skip to “Assign CRM Analytics for Financial Services App Administrator Permissions.”
            2. From Setup, enter Getting Started in the Quick Find box, and then select Getting Started.
            3. Click Enable CRM Analytics.

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