Assign Permission Sets to the Analytics Integration User
If
your org uses Tableau CRM for Insurance, assign permission sets to the
Analytics Integration User.
From Setup, enter Users in
the Quick Find box, and then select Users.
Select the Analytics Integration User.
Go to Permission Set Assignments and then click Edit
Assignments.
Select the Vlocity Insurance Analytics
Integration and Insurance Industries Extension
Analytics Integration permission sets.
Click Add, then
click Save.
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