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            Set Up Permissions for the Sales Analytics

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            Set Up Permissions for the Sales Analytics

            Set up your organization to use the Sales Analytics by enabling CRM Analytics and assigning permission sets to users.

            Required Editions

            User Permissions Needed
            To set up CRM Analytics users: Manage CRM Analytics
            Important
            Important Customers set up to use CRM Analytics Growth licenses have the required user permissions to access Sales Analytics. The following instructions apply only to customers with the Sales Analytics license.

            Each Sales Analytics license is a single-user license that provides access to Sales Analytics. It includes a single Sales Analytics app single-user license. The table shows data storage limits for the app. If you require more data, you can purchase Analytics Cloud - Additional Data Rows, which entitles you to an additional 100 million rows.

            Sales Analytics Data Storage Limits
            LicenseLimit
            Sales Analytics Apps 25 million rows when used without CRM Analytics Growth license. Use of Sales Analytics app license does not increase data limit for platform license.
            Analytics Cloud - Additional Data Rows 100 million rows.
            Important
            Important Sales Analytics license data storage limits are contractual, not technical. Licensee agrees to strictly monitor its total number of data rows.

            Your org can use the Sales Analytics with or without the CRM Analytics platform.

            Important
            Important The Sales Analytics Apps license does not support use of CRM Analytics platform bulk actions or Apex steps functionality. This limitation is contractual, not technical. Licensee agrees to strictly monitor its use of CRM Analytics platform features.

            To give administrators or users in your org access to the Sales Analytics, enable CRM Analytics and assign ready-made permission sets to them. By assigning permission sets, you also assign the Sales Analytics Apps or Sales Cloud Einstein permission set licenses.

            Warning
            Warning

            Assign the Sales Analytics Admin permission set sparingly because it lets users administer Sales Analytics, which lets them create, edit, and delete the app. Assign it only to users who administer or manage the app. Users with Sales Analytics User and Editor or Manager access to the app can create, edit, and delete app assets.

            1. First, enable Analytics. In Salesforce Setup, enter Analytics in the QuickFind (search) field, then click Getting Started.
            2. Click Enable Analytics.
            3. Now, assign permission sets. In Salesforce Setup, enter Users in the QuickFind field.
            4. Click Permission Sets.
            5. Scroll through the list of permission sets until you see Sales Analytics Admin and Sales Analytics User.
            6. For users who require administrator-level access to Sales Analytics, assign the Sales Analytics Admin permission set. This permission set enables all user permissions for the app shown in the table.
              1. Click Sales Analytics Admin.
              2. Click Manage Assignments, then Add Assignments.
              3. Check the boxes next to the names of the users who require administrator-level access to the app.
              4. Click Assign, then click Done.
                The selected users can now create and manage Sales Analytics.
            7. To assign user-level access to Sales Analytics, assign the Sales Analytics User permission set.
              1. Click Sales Analytics User.
              2. Click Manage Assignments, then Add Assignments.
              3. Check the boxes next to the names of the users who require access to the app.
              4. Click Assign, then click Done.
                The selected users can now use Sales Analytics.

            After you’ve completed these steps, create and share Sales Analytics with users in your organization. Users can only explore Sales Analytics dashboards and datasets after you’ve shared the app with them.

             
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