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          Assign Permission Sets to the Analytics Integration User

          Assign Permission Sets to the Analytics Integration User

          If your org uses Tableau CRM for Insurance, assign permission sets to the Analytics Integration User.

          1. From Setup, enter Users in the Quick Find box, and then select Users.
          2. Select the Analytics Integration User.
          3. Go to Permission Set Assignments and then click Edit Assignments.
          4. Select the Vlocity Insurance Analytics Integration and Insurance Industries Extension Analytics Integration permission sets.
          5. Click Add, then click Save.
           
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          Salesforce Help | Article