Loading
Salesforce now sends email only from verified domains. Read 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
            Control Which Analytics Tab Users Access the Analytics Studio

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            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.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To modify settings: Manage CRM Analytics

            To restrict access to the Analytics Studio within the Analytics tab, complete the following steps.

            1. From Setup, in the Quick Find box, enter App Manager.
            2. In the App Manager, open the Analytics Studio menu and select Edit.
              Edit in the Analytics Studio menu within the Lightning Experience App Manager
            3. To restrict access to the Analytics Studio for a profile, clear its check from the Visible column in the Assign to Profiles section.
              App Manager with Assign Profiles
            Important
            Important Although disabling visibility removes UI links to Analytics Studio within the Analytics tab, any URL to the Studio version of an asset always opens it in Studio. The Studio version URL is available in the Share dialog and is provided in notification and subscription emails. However, for notifications created on embedded dashboards and in Analytics Tab, links in notification emails navigate the user to the Analytics Tab.
            Note
            Note The Visible setting applies to the Analytics tab only. Access to Analytics Studio from embedded dashboards is controlled through the component’s attributes.
             
            Loading
            Salesforce Help | Article