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Assign CRM Analytics for Financial Services User Permissions
Enable users to view CRM Analytics for Financial Services by assigning the relevant user permissions. You can assign the permissions using Permission Sets or Permission Set Group.
Follow these steps to assign the users 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 name of the user to whom you want to assign permissions.
- Click Permission Set Assignments, and then click Edit Assignments.
- Select both the CRM Analytics Plus User and FSC Analytics User permission sets.
- Click Add, then click Save.
- Repeat these steps for all users who need to view CRM Analytics for Financial Services.
Follow these steps to assign the users 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 user permissions, select FinanacialServicesAnalytics_User_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.
Warning Users with the CRM Analytics Plus User permission set and Editor or Manager
access to CRM Analytics apps can create, edit, and delete app assets.
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