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Basic CRM Analytics Platform Setup
Follow these few steps to give users in your organization access to CRM Analytics platform, templates, and apps quickly. Basic setup uses permission sets included with the CRM Analytics Plus or CRM Analytics Growth licenses, which cover the majority of most organizations’ analytics needs.
Set Up the CRM Analytics Admin
- In Salesforce Setup, select Users.
- Select Permission Sets.
- Select one of the following prebuilt permission sets that is on your org.
- CRM Analytics Growth Admin enables all permissions required to administer the CRM Analytics platform, including permissions to create and manage creating CRM Analytics templated apps and Apps.
- CRM Analytics Plus Admin enables all permissions required to administer the CRM Analytics platform and Einstein Discovery, including permissions to create and manage CRM Analytics templated apps and Apps.
That opens the page for the selected permission set.
- Click Manage Assignments.
- Click Add Assignments.
- Select the CRM Analytics admin user by checking the box next to their name in the left-hand column.
- Click Assign.
You see a page that tells you if the permission set has been assigned. If permission set didn’t succeed for one or more users, Salesforce tells you why. You can fix the problem and try again.
Enable CRM Analytics
- Go to Salesforce Setup and enter Analytics in the Quick Find / Search field.
- Select Getting Started.
- Click Enable CRM Analytics.
Select and Assign User Permission Sets
- In Salesforce Setup, select Users.
- Select Permission Sets.
- Select one of the following prebuilt permission sets that is on your org.
- CRM Analytics Growth User enables all permissions required to use the CRM Analytics platform and CRM Analytics templated apps and Apps.
- CRM Analytics Plus User enables all permissions required to use the CRM Analytics platform, Einstein Discovery, and CRM Analytics templated apps and Apps
That opens the page for the selected permission set.
- Click Manage Assignments. The next page shows the users already assigned the selected permission set.
- To see all the users in your org click Add Assignments.
- Select one or more users by checking the box next to their name in the left-hand column.
- Click Assign.
You see a page that tells you if the permission set has been assigned. If permission set didn’t succeed for one or more users, Salesforce tells you why. You can fix the problem and try again.
