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Identify CRM Analytics Platform User Types
Identifying types of CRM Analytics platform users helps assure that custom permission sets meet your team’s analytics needs.
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. |
The CRM Analytics Growth license includes the permissions that enable users in your organization to import, work with, and explore data using the CRM Analytics platform. The license also includes permissions that let administrators manage CRM Analytics. To set up CRM Analytics in the most useful way, think through the different ways people access CRM Analytics features and categorize them into user types. Here are a few examples.
Most people on your team fall into two basic categories:
- Users, who view CRM Analytics dashboards, lenses, and datasets and occasionally import data to CRM Analytics.
- Administrators or managers, who access to the full range of CRM Analytics functionality to create apps, dashboards, lenses, and datasets, edit data, and otherwise customize the CRM Analytics experience.
Accordingly, when you set up the CRM Analytics platform, creating two basic permission sets can meet the needs of most of your organization:
- A “view” permission set that contains the permissions needed by most basic-level users when they access CRM Analytics.
- A “manage” permission set that’s reserved for a select few administrators and managers and contains permissions to use all CRM Analytics features
You can set up CRM Analytics however you want, defining other user types and permissions sets based on the needs of users in your organization. For example, you can create a “superuser” permission set for users who create and share apps and dashboards. Or, a “data wizard” permission set would enable other users to work closely with datasets.
We focus on two main types of people on your team -- users and administrators -- in the example permission sets we describe in our detailed setup instructions.
