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            Set Field Level Security to Enable Creation of an CRM Analytics Template

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            Set Field Level Security to Enable Creation of an CRM Analytics Template

            Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.

            Required Editions

            User Permissions Needed
            To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
              Edit CRM Analytics Dataflows

            You may have to set Salesforce field-level security to enable the CRM Analytics Integration User to see all fields used in the app you create. Integration users run the dataflow, and if they don’t have proper field-level security permissions, the dataflow can fail.

            Follow these steps in Lightning Experience.

            1. Go to Salesforce Setup, enter object in the Quick Find/Search box, and hit Enter.
            2. Select Object Manager.
            3. Enter the name of the object whose field-level security you need to edit in the Quick Find / Search box, and hit enter.
            4. Select the object you need to edit, then select Fields & Relationships.
            5. Select the field you need to edit, then select Set Field-Level Security.
            6. Look for the Analytics Cloud Integration User, check the box(es) for the required fields under Visible, and click Save.
            7. Repeat the Steps 5 and 6 for all fields you want to use.
            8. Refresh your browser cache.

            Follow these steps in Salesforce Classic.

            1. Step 1. Go to Salesforce Setup and enter the name of the object whose field-level security you need to edit in the Quick Find/Search box and hit Enter.
            2. Step 2. Click the name of the object.
            3. Step 3. The next window shows all the fields for the object. Go to the one(s) where you need to edit field-level security.
            4. Step 4. Look for the Analytics Cloud Integration User, check the box(es) for the required fields under Visible, and click Save.
            5. Step 6. Repeat Steps 2 through 5 for all objects with fields you want to use.
            6. Step 7. Refresh your browser cache.

            You can now create an app from the template.

             
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