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            Enable CRM Analytics and Assign Permission Sets to Recommend Right Products to Customers

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            3. Financial Services Cloud Admin Guide

            Enable CRM Analytics and Assign Permission Sets to Recommend Right Products to Customers

            Enable CRM Analytics, assign the required permission sets to your admins, users, and Analytics Cloud Integration users.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license
            User Permissions Needed
            To assign permission sets: Assign Permission Sets
            1. Enable CRM Analytics.
            2. Assign admins the required permission sets to create and manage a Financial Services Cloud Analytics app.
            3. Assign users the required permission sets to view a Financial Services Cloud Analytics app.
            4. Assign Analytics Cloud Integration users the required permission sets.

            See Also

             
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