Complete Setting Up the CRM Analytics Platform

After assigning permission sets with either basic or advanced setup, follow these optional procedures to enhance the CRM Analytics experience and fine-tune CRM Analytics access to Salesforce data.

• Enable Previews for All Assets
  Make it easier for users to browse analytics assets in collections. Replace generic icons with preview thumbnails of your CRM Analytics contents and Lightning reports and dashboards, including those that have row-level security restrictions.
• Enable CRM Analytics for Experience Cloud Sites
  Securely share CRM Analytics apps with an Experience Cloud site partner and customer users.
• Enable Conversational Exploration
  Quickly query and visualize data in guided, natural language conversations.
• Enable Direct Data in CRM Analytics
  Run queries directly against external data sources with Direct Data.
• Enable the CRM Analytics REST API
  You can access CRM Analytics datasets and lenses programmatically using the CRM Analytics REST API. Selecting this option overrides the "APIEnabled" permission for individual users and gives all CRM Analytics users (including Experience Cloud sites users) access to the API.
• Enable Dashboard Views
  Enable this feature to allow each CRM Analytics user to create their own unique views of a dashboard. By default, this feature is enabled for your org. If the feature is disabled and you re-enable it, all previously created views are available.
• Enable Annotations on Dashboard Widgets
  Annotate dashboard widgets with comments posted in the dashboard and in Chatter.
• Enable Unified Analytics
  Enable this feature to unify your reports and dashboards and CRM Analytics items on the Analytics tab in Salesforce and Analytics Studio.
• Enable CRM Analytics Watchlist
  Enable this feature to capture and track up to 20 KPIs across different dashboards, plus historical trending. No more switching between dashboards to see what has changed, and track your metrics all in one place.
• Enable Color Contrast
  Add a clear distinction between adjacent chart segments or between chart segments and the dashboard background.
• Enable Downloading Data from CRM Analytics
  Enable users to download the results from lens explorations and dashboard widgets as Microsoft® Excel® (.xls) or comma-separated values (.csv) files. Enable users to subscribe to tables and receive email with the table data in attached .csv files.
• Secure Image Sharing and Downloading
  Control who shares dashboard and lens images to prevent users or profiles from sharing sensitive images. By default, all users can share images of lenses, dashboard widgets, and whole dashboards that contain your org’s data.
• Mark Downloaded Images and Exported Data as Confidential
  Meet data compliance and regulatory requirements with the new confidentiality notice. Remind coworkers of data confidentiality with a notice that appears in the Download window and on all downloaded images and exported data.
• Enable Null Measure Handling in Orgs Created Before Spring ’17
  Use null measure handling to specify null as the default value for numeric columns in your recipes, dataflows, and CSV uploads. When another default value isn’t specified for a numeric column and null measure handling is enabled, CRM Analytics replaces a blank with a null value. If CRM Analytics was initially set up in your org after the Spring ’17 release, null measure handling is enabled and you can’t disable it.
• Open Salesforce Records from CRM Analytics dashboards in New Browser Tabs
  By default, selecting a Salesforce record action in a CRM Analytics dashboard opens the record in a new Lightning Experience tab. To change the default behavior, so that selecting an action opens the record in a new browser tab, enable this setting. The setting applies to dashboards in the CRM Analytics tab and dashboards embedded in Salesforce pages.
• Enable Custom Fiscal Year Support
  To inherit custom fiscal years in CRM Analytics, first enable the setup option for your org.
• Enable Data Manager (Legacy)
  To update and create dataflows as you migrate them to data prep recipes, first enable Data Manager (Legacy).
• Enable Custom Time Zones
  Time zone support lets you view time-specific data on dashboards in a time zone that you specify for your org. By default, Analytics datasets are in GMT. When you enable time zone support, Analytics converts date-time values in your datasets to the time zone selected. You can then create time zone enabled dashboards to display these converted date-time values.
• Disable Input Caching for Recipes
  When you first run a recipe, Data Prep caches the input data, storing a copy of the source data in cached files, by default. To save time during subsequent recipe runs, Data Prep uses the cached data instead of extracting the same data again. To use input caching, the recipe must extract data from all fields in the source.
• Control Which Analytics Tab Users Access the Analytics Studio
  Specify who can create apps and edit and delete datasets and dashboards by making Analytics Studio invisible to Analytics Tab users on a per profile basis. When you remove Analytics Studio visibility from a profile, Analytics tab users with the profile don’t see Analytics Studio in the App Launcher. They also don’t have the Open in Analytics Studio action in asset menus and dashboard headers.
• Connected App for CRM Analytics on Mobile
  Install the CRM Analytics App Package to allow your mobile clients to easily connect to your org. This package contains the Connected App component that gives you control over who’s logging in and how your mobile clients share images and links.
• CRM Analytics Security Implementation Guide
  CRM Analytics has different levels of security that your organization can implement to ensure that the right user has access to the right data.
• Salesforce Data Access in CRM Analytics
  CRM Analytics requires access to Salesforce data when extracting the data and also when the data is used as part of row-level security. CRM Analytics gains access to Salesforce data based on permissions of two internal CRM Analytics users: Integration User and Security User.
• Set Up an Allowlist of Trusted Sites for Embedded CRM Analytics Dashboards
  Specify your trusted sites in the CRM Analytics allowlist, you can include embedded CRM Analytics dashboards in websites and apps outside of Salesforce servers.
• CRM Analytics Encryption
  The CRM Analytics Encryption solution enhances security for Salesforce customers by extending encryption capabilities to the data at rest that is stored on the Salesforce file system.