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Understand CRM Analytics for Financial Services Limitations
CRM Analytics for Financial Services provides access to CRM Analytics capabilities and features.
CRM Analytics for Financial Services gives you the same access to CRM Analytics capabilities as the CRM Analytics Growth and Plus licenses. Consult this chart to see any limitations.
| Capability | CRM Analytics Growth or Plus; CRM Analytics for Financial Services |
|---|---|
| Data sources | Salesforce and external data |
| Object support | Standard and custom objects |
| Data volume |
|
| Can customize existing dashboards? | Yes |
| Can create dashboards? | Yes |
| Can customize existing datasets? | Yes |
| Can create datasets? | Yes |
| Can create custom CRM Analytics apps? | Yes |
| Supports Einstein Discovery and Community Cloud integration? | Yes |
| Supports bulk actions and APEX steps? | Yes |
| Supports Sales Cloud Einstein artificial intelligence? | No |
| Supports Salesforce Inbox? | No |
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