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Prerequisites, Licensing Requirements, and Irreversible Effects of Enabling CRM Analytics

Publish Date: May 26, 2026
Description

Enabling CRM Analytics in a Salesforce org is a significant configuration action with effects that are difficult or impossible to reverse. This article covers the prerequisites you must meet before enabling CRM Analytics, explains what happens when CRM Analytics is enabled, and documents the irreversible effects that apply if you later disable it. Review this article before enabling CRM Analytics in a production org.

Disabling CRM Analytics removes all user permissions from defined permission sets. If you re-enable CRM Analytics, you must reassign permission sets to all users manually. Analytics apps, datasets, lenses, and dashboards are not deleted by disabling, but users lose access until permissions are restored.
Consider the following important points before enabling CRM Analytics

CRM Analytics is enabled as an org feature toggle, and requires add-on licenses. These must be provisioned through your Account Team.

While Salesforce does not permanently prevent you from disabling CRM Analytics, disabling it causes immediate loss of user access and requires manual remediation to restore.

The effects include:

  • All CRM Analytics user permissions are removed from every permission set in the org
  • Scheduled dataflows and recipes stop running
  • The Analytics Cloud Integration User and Security User remain in the org but their sessions become inactive
  • Existing datasets, lenses, and dashboards are retained but inaccessible until CRM Analytics is re-enabled and permissions are reassigned
Resolution

How To Enable CRM Analytics

Step 1: Confirm license availability before enabling

Go to Setup > Company Information and verify that one of the following licenses appears in your org’s license list: CRM Analytics Growth, CRM Analytics Plus, or Analytics Cloud Einstein Analytics Platform. CRM Analytics is not available without one of these licenses. Contact your Account Executive if the license is not present.

CRM Analytics Growth and Plus licenses each include 1 billion rows of data storage. Storage limits are contractual, not technical — monitor your row usage against your contract limit.
Step 2: Verify edition requirements

CRM Analytics is available as an add-on in Enterprise, Performance, and Unlimited Editions, and in Developer Edition. It is not available in Professional Edition without a specific contract arrangement.

Step 3: Enable CRM Analytics

In Setup, enter Analytics in the Quick Find box; under Feature Settings select Getting Started under Analytics. Click Enable CRM Analytics. Salesforce creates the Analytics Cloud Integration User and Analytics Cloud Security User automatically. Do not delete or freeze these users.

Step 4: Assign permission sets immediately after enabling

Enabling CRM Analytics does not automatically grant any user access to the platform. You must assign permission sets to each user:

  • CRM Analytics Plus Admin or CRM Analytics Growth Admin: grants full administration access including creating and managing dataflows, recipes, and apps
  • CRM Analytics Plus User or CRM Analytics Growth User: grants end-user access to run apps, view dashboards, and explore data
Step 5: If you need to disable CRM Analytics

Before disabling, document all existing permission set assignments. After disabling and re-enabling, manually reassign the documented permission sets to all affected users. There is no automatic restoration of permission set assignments.

Note: If any errors are encountered during the enablement process, please review this article for possible solutions before contacting Salesforce Support.

FAQ

Can I enable CRM Analytics in a sandbox first to test?

Yes. Enabling CRM Analytics in a sandbox is a best practice before enabling in production. Note that sandbox and production orgs have separate license assignments. Schedules for data sync, dataflow, and recipes are removed 30 days after the last save in sandbox orgs.

After disabling and re-enabling CRM Analytics, my users cannot access their dashboards. Why?

Disabling CRM Analytics removes permissions from all permission sets. Re-enabling does not restore them. You must manually reassign the CRM Analytics permission sets to each user or user group. The dashboards and datasets themselves were not deleted.

What is the difference between CRM Analytics Growth and CRM Analytics Plus?

CRM Analytics Plus includes Einstein Discovery capabilities (predictive models, Einstein Discovery for Reports) in addition to all CRM Analytics Growth features. Plus also supports recipe scheduling intervals below 60 minutes (minimum 5 minutes). Growth is limited to 60-minute minimum scheduling intervals.

 

Knowledge Article Number

000386901

 
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