Advanced CRM Analytics Platform Setup

Follow these steps to learn the details of CRM Analytics permissions and to create and assign your own custom permission sets.

Tip For best results, follow the steps in the order shown.

1. Learn about CRM Analytics Permission Set Licenses and User Permissions
   When you create your own CRM Analytics permission sets, you start by selecting the CRM Analytics Growth permission set license instead of using the prebuilt permission sets. The permission set license includes the user permissions required to explore data with and manage the CRM Analytics platform.
2. Identify CRM Analytics Platform User Types
   Identifying types of CRM Analytics platform users helps assure that custom permission sets meet your team’s analytics needs.
3. Enable CRM Analytics and Create Permission Sets
   After identifying user types, create your permission sets then enable CRM Analytics in your org.
4. Assign CRM Analytics Permission Sets to Users
   Assign custom permission sets to one or more users—either one at a time, or in bulk—to give them access to CRM Analytics functionality.