Loading

Disable CRM Analytics and Einstein Discovery

Julkaisupäivä: Apr 30, 2026
Kuvaus

Considerations before disabling CRM Analytics and Einstein Discovery:

NOTE: If you intend on re-enabling CRM Analytics to resolve an issue, make sure to run Data sync and resolve any errors before disabling Analytics. Data sync errors may prevent the re-enablement.

1. The Default Salesforce Dataflow may be lost. We recommend backing up the Default Salesforce Dataflow definition through the Data Monitor before proceeding with disablement.
2. The Integration and Security Users created by CRM Analytics will be set as inactive. The Profiles associated with these users will remain intact.
3. User-generated Dataflows, Recipes, Datasets, Dashboards, Lenses, and Models will remain intact but will not be accessible.
4. CRM Analytics and Einstein Discovery must be disabled prior to the related licenses being de-provisioned, or access to the disabled functionality will be removed. If licenses have been de-provisioned prior to disablement, please contact your Account Team for assistance.
Ratkaisu

Steps to disable CRM Analytics:

To disable CRM Analytics in org, follow the steps below. Before proceeding, carefully review the considerations outlined in the “Considerations before disabling CRM Analytics and Einstein Discovery” section as mentioned in the description as disabling the feature sets Integration and Security Users to inactive and removes dashboard access.

Steps to Disable CRM Analytics

  1. Navigate to Setup and search for Analytics and click on Getting Started. 
    This page provides an overview of your current CRM Analytics configuration and access status.
  2. Click Disable CRM Analytics at the bottom of the page
    Confirm the action when prompted.
Knowledge-artikkelin numero

000386903

 
Ladataan
Salesforce Help | Article