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Assign CRM Analytics Growth or Plus licenses to use Sales and Service Analytics Apps

Publiseringsdato: Oct 10, 2023
Beskrivelse

Permission sets for the Sales Analytics and Service Analytics apps have been removed from Salesforce setup for CRM Analytics Growth (Platform) and CRM Analytics Plus customers. If admins and users in your org need access to the apps, assign them CRM Analytics Platform or Plus permission sets.

Note: If you have purchased either CRM Analytics Growth and CRM Analytics Plus licenses, you no longer need separate Sales Analytics App and Service Analytics App licenses to access these apps.

This change applies to CRM Analytics Growth and Plus customers in Lightning Experience and Salesforce Classic.

Løsning

In Salesforce Setup, assign users one or more of the following permission sets:
 

  • CRM Analytics Platform User – Includes the user permission to view Sales and Service Analytics.
  • CRM Analytics Platform Admin – Includes the user permission to create and manage Sales and Service Analytics.
  • CRM Analytics Plus User – Includes the user permission to view Sales and Service Analytics.
  • CRM Analytics Plus Admin – Includes the user permission to create and manage Sales and Service Analytics.
Knowledge-artikkelnummer

000384882

 
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Salesforce Help | Article