Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
CRM Analytics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Basic CRM Analytics Platform Setup

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            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 most organizations’ analytics needs.

            Set Up the CRM Analytics Admin

            1. In Salesforce Setup, select Users. Select Permission Sets.
            2. Select one of the following prebuilt permission sets that is on your org.
              Permission Set Description
              CRM Analytics Growth Admin Enables all permissions required to administer the CRM Analytics platform, including permissions to create and manage 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.
            3. Select Manage Assignments.
            4. Select Add Assignments.
            5. Select the CRM Analytics admin user by checking the box next to their name in the left-hand column.
            6. Select Assign.

            You see a page that tells you if the permission set has been assigned. If permission set assignment didn’t succeed for one or more users, Salesforce tells you why. You can fix the problem and try again.

            Enable CRM Analytics

            1. Go to Salesforce Setup and enter Analytics in the Quick Find / Search field.
            2. Select Getting Started.
            3. Select Enable CRM Analytics.

            Select and Assign User Permission Sets

            1. In Salesforce Setup, select Users. Select Permission Sets.
            2. Select one of the following prebuilt permission sets that is on your org.
              Permission Set Description
              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.
            3. Select Manage Assignments.
            4. Select Add Assignments.
            5. Select one or more users by checking the box next to their name in the left-hand column.
            6. Select Assign.

            You see a page that tells you if the permission set has been assigned. If permission set assignment didn't succeed for one or more users, Salesforce tells you why. You can fix the problem and try again.

             
            Loading
            Salesforce Help | Article