Learn about CRM Analytics Permission Set Licenses and User Permissions

When you create your own CRM Analytics permission sets, you start by selecting the CRM Analytics Growth permission set license instead of using the prebuilt permission sets. The permission set license includes the user permissions required to explore data with and manage the CRM Analytics platform.

• Each CRM Analytics platform user needs a CRM Analytics Growth permission set license to use the CRM Analytics platform. Creating a permission set and assigning it to a user auto-assigns the CRM Analytics platform permission set license to that user. You can also manually assign permission set licenses to users.
• Experience Cloud site users need a CRM Analytics for Communities permission set license to view CRM Analytics apps shared via dashboards embedded in sites or Visualforce pages.

The CRM Analytics Growth permission set license enables the following permissions, except Manage CRM Analytics Private Assets.

User Permission	What It Enables
Access Analytics SAQL Editor (Pilot Feature)	This user permission is no longer used and will be removed in a future release.
Add CRM Analytics Remote Connections	Add connections to access data from external data sources.
Adoption Analytics Templates and Apps	Create and use apps based on the Adoption Analytics template.
Create CRM Analytics Apps	Create, edit, delete, and share CRM Analytics applications.
Create and Edit CRM Analytics Dashboards	Create, edit, and delete CRM Analytics dashboards.
Download CRM Analytics Data	Download screenshots and data in tabular format through the CRM Analytics user interface.
Edit CRM Analytics Dataflows	Edit, delete, and use remote connections; add and remove connected objects; run and schedule data sync; create, edit, delete, run, schedule, and monitor dataflows and recipes. Use discretion when assigning this user permission because it enables access to all Salesforce object data to which the Integration User has access. See Salesforce Data Access in CRM Analytics.
Edit Dataset Recipes	Create, edit, and run recipes to create datasets. Monitor dataflow and system jobs in the monitor. Doesn’t enable editing security predicates in existing recipes.
Recipes View Only	View the recipe details in the recipe editor. With this user permission, users can only see the Recipes option in the Data Manager. Users can't create, change, or delete recipes.
Manage CRM Analytics Private Assets	Delete datasets from another user’s My Private App. See Delete a Dataset This user permission isn’t included in any of the packaged permission sets. You have to manually assign it to a permission set. To add this user permission to a permission set in a Sandbox org, the permission set can’t have a license assigned to it. If a license is assigned to the permission set, the Manage CRM Analytics Private Assets user permission doesn’t appear when adding user permissions to permission set.
Manage CRM Analytics	Access all CRM Analytics features. Provides CRM Analytics administrator-level capabilities.
Manage CRM Analytics Custom Maps	Add, edit, and delete maps, and upload geoJSON files.
Manage CRM Analytics Templated Apps	Create and manage apps based on CRM Analytics Templates. Edit CRM Analytics dataflows. Edit recipes. Monitor dataflow and system jobs in the monitor. Some templates require extra permissions. See the help for each template.
Trend Report Data in CRM Analytics	Trend the data of a report with a CRM Analytics dataflow.
Upload External Data to CRM Analytics	Upload external data to CRM Analytics to create a dataset. Monitor dataflow and system jobs in the monitor.
Use CRM Analytics	Open CRM Analytics; run CRM Analytics apps to which you have access; view their datasets, lenses, and dashboards; and create and edit lenses.
Use CRM Analytics Templated Apps	Use apps based on CRM Analytics Templates. Can also create, edit, and delete CRM Analytics dashboards. Some templates require extra permissions. See the help for each template.

You create your own permission sets based on these permissions.

Note When you create permission sets for CRM Analytics users, selecting any CRM Analytics permission automatically enables the “Use CRM Analytics” permission as well. Also, the type of access granted on an app controls the actions that can be performed on its datasets, lenses, and dashboards. For example, if a user has the “Use CRM Analytics” permission, the user must also have Viewer access on an app to view its datasets, lenses, and dashboards.

The CRM Analytics for Communities permission set license enables the “View CRM Analytics on Experience Cloud pages” permission. That permission enables external users to view CRM Analytics dashboards embedded in their Experience Cloud sites. See Enable CRM Analytics for Experience Cloud Sites.