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CRM Analytics Permission Set Licenses to A1E License Migration

Дата публикации: Jul 3, 2026
Описание

CRM Analytics Plus customers upgrading from Enterprise to A1E Salesforce platform licenses need to assign new permission sets associated with the new licenses. The CRM Analytics permission set licenses are disabled when customers upgrade to A1E. Users with those permission set licenses will need to be assigned the new Revenue Intelligence permission set license to continue using CRM Analytics and Einstein Discovery. Additionally, scheduled jobs, such as recipes, data syncs, and dataflows may become unscheduled.

Please note the following issues:

  • All existing CRM Analytics users may lose access to CRM Analytics assets.
  • All scheduled jobs associated with the scheduling user may become disabled and will not work.

The old, standard permission sets are CRM Analytics Plus Admin and CRM Analytics Plus User.

Every CRM Analytics user will need to be reassigned as follows:

RolePermission Set LicensePermission Set
CRM Analytics AdminRevenue Intelligence for [Industry]*RI for [Industry] Admin*
CRM Analytics UserRevenue Intelligence for [Industry]*RI for [Industry] User*

 

Решение

Follow the steps below to restore access and reschedule any affected jobs.
While an automatic solution to migrate to new permission sets is not available, you can assign them as follows:

  1. Identify whether users need a standard, out-of-the-box or a custom permission set. If they require a custom permission set, then create a new one based on the new Revenue Intelligence permission sets. Otherwise, map them to one of the standard permission sets.
  2. Based on the above step, assign users the new permission set licenses and permission sets.

To assign a Permission Set License (PSL):

  1. Go to Setup → Quick Find → Users → select Users
  2. Locate and click the user's name
  3. Scroll to Permission Set License Assignments → click Edit Assignments
  4. Select Revenue Intelligence for [Industry]*
  5. Click Save

Repeat the same steps to assign the corresponding Permission Set (RI for [Industry]* Admin or RI for [Industry]* User) under the Permission Set Assignments section.
After users are assigned new permission sets and licenses:

  • Log in as the users that had jobs scheduled.
  • Review the scheduled jobs and recreate any schedules that are missing.
  • Ensure that the scheduled jobs are accurate.
Дополнительные ресурсы

* The Permission Set License name varies by product edition: Revenue Intelligence for [Industry] (e.g., Revenue Intelligence for Fins) for industry-specific customers (Financial Services, Manufacturing/Automotive), or Revenue Intelligence for standard Sales Cloud customers

Select Who Can Use Revenue Intelligence
Manage Permission Set Assignments

Номер статьи базы знаний

005387373

 
Загрузка
Salesforce Help | Article