Loading
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
            Set Up Permissions for the Service Analytics

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            Set Up Permissions for the Service Analytics

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

            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 Service Analytics. The following instructions apply only to customers with the Service Analytics license.

            Each Service Analytics license is a single-user license that provides access to Service Analytics. It includes a single Service 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.

            Service Analytics Data Storage Limits
            License Limit
            Analytics Cloud - Service Analytics 25 million rows when used without CRM Analytics Growth license. Use of Service Analytics app license does not increase data limit for platform license.
            Analytics Cloud - Additional Data Rows 100 million rows.
            Important
            Important Service 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 Service Analytics with or without the CRM Analytics platform.

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

            Warning
            Warning

            Assign the Service Analytics Admin permission set sparingly because it lets users administer Service Analytics, which lets them create, edit, and delete the app. Assign it only to users who administer or manage the app. Users with Service 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 Service Analytics Admin and Service Analytics User.
            6. For users who require administrator-level access to Service Analytics, assign the Service Analytics Admin permission set. This permission set enables all user permissions for the app shown in the table.
              1. Click Service 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 Service Analytics.
            7. To assign user-level access to Service Analytics, assign the Service Analytics User permission set.
              1. Click Service 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 Service Analytics.

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

             
            Loading
            Salesforce Help | Article