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CRM Analytics: CRM Analytics for Education Admin permission set missing during Education Analytics setup

Publish Date: May 27, 2026
Description

This article explains why the "CRM Analytics for Education Admin" permission set does not appear in Setup > Permission Sets when you follow the Configure Education Analytics setup steps, and how to resolve it. Customers describe this as: "I was asked to enable this feature but was not able to do it — I just wasn't able to find the CRM Analytics for Education Admin permission" and "I created the permission manually with the suggested permissions but it doesn't help."

Trigger conditions: Open Setup > Set Up Education Cloud > Configure Education Analytics, click Set Up Permissions, and either the suggested permission set is absent from the picklist or the step remains unchecked at roughly 43% completion even after assigning a manually created copy.

Root cause: The "CRM Analytics for Education Admin" permission set is provisioned by the "CRM Analytics for Education Cloud" add-on permission set license. Education Cloud Unlimited Edition does NOT automatically include this add-on; it must be purchased and provisioned separately. A manually created permission set with the same name will not work because the wizard checks for the standard permission set tied to the add-on license.

Affected Editions: Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Education Cloud, when the CRM Analytics for Education Cloud add-on has not been provisioned.

Resolution

Follow these steps in order.

Cause 1: CRM Analytics for Education Cloud add-on license is not provisioned in the org

  1. Verify whether the add-on permission set license is present. Navigate to Setup > Company Information [Organization].
  2. In the Permission Set Licenses related list, look for "CRM Analytics for Education Cloud" and "Education Cloud Full Access".
  3. If "CRM Analytics for Education Cloud" is NOT listed, the add-on has not been provisioned. The Education Analytics app and its "CRM Analytics for Education Admin" permission set require the CRM Analytics for Education Cloud add-on license, which is sold separately from the base Education Cloud SKU. Contact your Salesforce Account Executive to purchase and provision the "CRM Analytics for Education Cloud" add-on. Do NOT manually create a permission set named "CRM Analytics for Education Admin" — the setup wizard will not recognize it because it checks for the standard permission set delivered with the add-on license.
  4. After the add-on is provisioned (typically visible in the org within 24 hours), refresh Setup and re-open Setup > Permission Sets. Confirm "CRM Analytics for Education Admin" now appears in the list.

 

Cause 2: Add-on is provisioned but Education Cloud Full Access permission set license is not assigned

  1. Navigate to Setup > Users > Users.
  2. Click the administrator user's name.
  3. In the Permission Set License Assignments related list, click Edit Assignments.
  4. Select Education Cloud Full Access and the CRM Analytics for Education Cloud permission set licenses, then click Save.

 

Cause 3: CRM Analytics is not enabled in the org

  1. Navigate to Setup, enter Getting Started in the Quick Find box, and select Getting Started under Analytics.
  2. Click Enable CRM Analytics. If you see the Launch CRM Analytics button instead, CRM Analytics is already enabled.

Assign the standard permission set and complete the wizard

  1. Navigate to Setup > Set Up Education Cloud > Configure Education Analytics.
  2. Under Set Up Permissions, click Assign Permission Set.
  3. Select the standard CRM Analytics for Education Admin permission set (not a manually cloned copy).
  4. Click Manage Assignments > Add Assignments, select the administrator user, click Assign, then Done.
  5. Under Set Up CRM Analytics, click Assign Permission Set, select Education Cloud Full Access, and assign it to the user with the Analytics Cloud Integration User profile.
  6. Return to Configure Education Analytics and click Enable under Set Up Education Analytics.

 

Confirm the issue is resolved by opening Analytics Studio, clicking Create > App, selecting the Education Analytics template, and successfully completing the configuration wizard without a missing-permission error.

Knowledge Article Number

005385246

 
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Salesforce Help | Article