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            Set Up Salesforce Permissions for the Event Monitoring Analytics App

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            Set Up Salesforce Permissions for the Event Monitoring Analytics App

            Set up your org to use the Event Monitoring Analytics App by enabling CRM Analytics, assigning permission set licenses, and then creating and assigning permission sets.

            Required Editions

            User Permissions Needed
            To create and manage Event Monitoring Analytics Apps: Access Event Monitoring Analytics Templates and Apps
              Manage CRM Analytics Templated Apps
              Edit CRM Analytics Dataflows
            Note
            Note As part of Event Monitoring, you also get the Event Monitoring Analytics App. Use this app to upload and access only the data provided to you as part of your subscription. Please prevent your users from using the app to upload or access any other data. Salesforce sometimes monitors such usage. The Event Monitoring Analytics App is available in English only. If you have an CRM Analytics Growth license, you can access dashboards in the Event Monitoring app.

            Each Event Monitoring Analytics Apps license provides access to Event Monitoring Analytics to up to 10 users. The table shows data storage limits for the app. If you require more data, you can purchase Analytics Cloud - Additional Data Rows, which entitles you to an additional 100 million rows.

            Event Monitoring Analytics App Data Storage Limits
            LicenseLimit
            Event Monitoring Analytics Apps 50 million rows when used without CRM Analytics Growth license. Provides access to up to 10 users.
            Analytics Cloud - Additional Data Rows 100 million rows.
            Important
            Important Event Monitoring Analytics App license data storage limits are contractual, not technical. Licensee agrees to strictly monitor the total number of data rows used by the CRM Analytics app to ensure successful dataflow updates. If your org has only one CRM Analytics app, and you have more than the licensed number of rows across all datasets, dataflows will fail. If you have multiple CRM Analytics apps (such as Event Monitoring Analytics and Service Analytics), data storage limits are pooled across the CRM Analytics apps and any app can consume storage without error.

            The sample data for a particular event remains in the app until it’s overwritten with the data from an actual event. Event log file data is available for the past 30 days. If you have a Developer Edition org, it’s available for the last 24 hours.

            Your org can use the Event Monitoring Analytics App with or without the CRM Analytics platform. The Event Monitoring Analytics app is available for free to any org with the paid Event Monitoring license. The Event Monitoring Analytics Apps license enables the following permissions.

            Event Monitoring Analytics App User Permissions
            PermissionFunction
            Use CRM Analytics Templated Apps

            Enables access to all CRM Analytics templated apps, including the Event Monitoring Analytics App.

            Warning
            Warning This permission allows users to access event monitoring data without requiring the View Event Log Files and API Enabled user permissions. It also allows users to edit app assets if they have Editor or Manager rights to the app. Use caution when assigning it.
            Access Event Monitoring Analytics Templates and Apps Gives admins the ability to create Event Monitoring Analytics apps.
            Manage CRM Analytics Templated Apps Gives admins the ability to create templated CRM Analytics apps for users in their orgs.
            Edit CRM Analytics Dataflows Enables admins to upload and download JSON for existing data flows.

            Event Monitoring App Setup Process

            For best results, follow the steps for setting up the Event Monitoring Analytics app in the order shown.

            1. Event Monitoring Analytics App Permission Set License and User Permissions
              The Event Monitoring Analytics Apps permission set license enables the user permissions required to explore data with and manage the Event Monitoring Analytics app.
            2. Identify Event Monitoring Analytics App User Types
              Identify Event Monitoring Analytics app user types and the tasks they perform to ensure that the setup process meets your team’s event monitoring analytics needs.
            3. Enable CRM Analytics and Event Monitoring Integration with CRM Analytics
              After Salesforce provisions you with the Event Monitoring Analytics Apps license, enable CRM Analytics and Event Monitoring.
            4. Select User Permissions and Assign Users to Event Monitoring Analytics App Permission Sets
              Give your users access to Event Monitoring Analytics features by assigning one or more permission sets based on the capabilities they need.
             
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