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Assign CRM Analytics for Financial Services Administrator Permissions
Enable administrators to create and manage CRM Analytics for Financial Services by assigning the relevant administrator permissions. You can assign administrator permissions using Permission Sets or Permission Set Group.
Follow these steps to assign the administrators the Permission Set to add the relevant permissions set licenses.
- From Setup, enter Users in the Quick Find box, and then select Users.
- Click the username with the System Administrator profile.
- Click Permission Set Assignments, and then click Edit Assignments.
- Select both the CRM Analytics Plus Admin and FSC Analytics Admin permission sets.
- Click Add, then click Save.
- Repeat these steps for all users who need to create and manage CRM Analytics for Financial Services.
Follow these steps to assign the administrators the Permission Set Group for Financial Service Cloud Analytics to add the relevant permissions set licenses as a single bundle.
- From Setup, enter Users in the Quick Find box, and then select Users.
- Click the name of the user to whom you want to assign permissions.
- Click Permission Set Group Assignments, and then click Edit Assignments.
- To assign the admin permissions, select FinanacialServicesAnalytics_Admin_PSG.
- Click Add, then click Save.
Once you assign the permission set group, the following permissions set licenses are added to the user profile:
- CRM Analytics Plus
- Customer Experience Analytics
- Loyalty Analytics
- Financial Service Cloud Analytics
Note Salesforce recommends using permission set group to assign permissions as it provides
role-based access control for managing user entitlements in Salesforce orgs.
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