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Learn about CRM Analytics Platform Licenses and Permission Sets
Introduce yourself to CRM Analytics setup fundamentals, which apply to both basic and advanced setup procedures.
Each CRM Analytics Growth and CRM Analytics Plus license is a single-user license that provides access to CRM Analytics. The license limits your instance of the CRM Analytics to 1 billion rows of data. If you require more data, you can purchase CRM Analytics - Additional Data Rows, which entitles you to 100 million more rows.
- CRM Analytics license data storage limits are contractual, not technical. Licensee agrees to strictly monitor its total number of data rows.
- If you purchased a CRM Analytics Growth license before October 20, 2015 with Analytics Cloud Builder or Analytics Cloud Explorer permission set licenses: Read Set up the CRM Analytics Platform With Licenses Purchased Before October 20, 2015. If you’re migrating users from Builder or Explorer licenses to the new CRM Analytics Growth license: See Migrating From CRM Analytics Licenses Purchased Before 10/20/2015 to New CRM Analytics Platform Licenses before you start the setup process for those users.
- If you disable CRM Analytics, user permissions are removed from each defined permission set. If you re-enable CRM Analytics later, you must define the permission sets again.
CRM Analytics License Permission Sets
The CRM Analytics Growth license includes two prebuilt permission sets:
- 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 Growth User enables all permissions required to use the CRM Analytics platform and CRM Analytics templated apps and Apps.
The CRM Analytics Plus license includes two prebuilt permission sets:
- 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, and Einstein Discovery for Reports.
- CRM Analytics Plus User enables all permissions required to use the CRM Analytics platform, Einstein Discovery, and CRM Analytics templated apps and Apps, and Einstein Discovery for Reports.
Basic setup involves choosing and assigning the prebuilt permission sets. To create your own custom CRM Analytics permission sets, use advanced setup.
When you assign any CRM Analytics permission set to users in your org, Salesforce auto-assigns the CRM Analytics Growth permission set license to that user.
For efficiency, you can assign a permission set to groups of users. You can also assign multiple permission sets to a user.
You can assign a CRM Analytics permission set license along with any of the following Salesforce user licenses:
- Lightning Platform (app subscription)
- Lightning Platform (one app)
- Full CRM
- Salesforce Platform
- Salesforce Platform One
