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Licenses and Permissions for Salesforce Contracts Analytics

Licenses and Permissions for Salesforce Contracts Analytics

The Salesforce Contracts Analytics setup page is available only for Salesforce admins, Salesforce Contracts admins, and Salesforce Contracts Analytics admins.

REQUIRED EDITIONS AND USER PERMISSIONS

Available in: Lightning Experience
Available with Salesforce Contracts for an additional cost in: Enterprise, Unlimited, Professional, and Developer editions
USER PERMISSIONS NEEDED  
To set up Salesforce Contracts Analytics:

CRM Analytics Plus Admin

AND

Salesforce Contracts Analytics Admin

To assign permission sets: Assign Permission Sets
To view, create, edit, and delete the Salesforce Contracts Analytics dashboard:

Salesforce Contracts Analytics Admin

AND

CRM Analytics Plus Admin

To view the Salesforce Contracts Analytics dashboard:

Salesforce Contracts Analytics User

AND

CRM Analytics Plus User

LICENSES NEEDED  
CRM Analytics
  • EinsteinAnalyticsPlus platform license

  • EinsteinAnalyticsPlus AddOn license

Salesforce Contracts Analytics
  • InsightsClmAnalytics platform license

  • Salesforce Contracts Analytics App user license

 
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