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Understand Client Segmentation App Limitations
The Client Segmentation app gives you limited access to CRM Analytics capabilities and features.
A CRM Analytics Growth, CRM Analytics Plus, or CRM Analytics for Financial Services license is required to access full CRM Analytics capabilities. Consult the chart to see limitations.
| Capability | CRM Analytics Growth or Plus; CRM Analytics for Financial Services | Client Segmentation App |
|---|---|---|
| Data sources | Salesforce and external data | Salesforce data |
| Object support | Standard and custom objects | Standard objects only |
| Data volume |
|
10 million rows |
| Can customize existing dashboards? | Yes | No |
| Can create dashboards? | Yes | No |
| Can customize existing datasets? | Yes | No |
| Can create datasets? | Yes | No |
| Can create custom CRM Analytics apps? | Yes | No |
| Supports Einstein Discovery and Community Cloud integration? | Yes | No |
| Supports bulk actions and APEX steps? | Yes | No |
| Supports Sales Cloud Einstein artificial intelligence? | No | No |
| Supports Salesforce Inbox? | No | No |
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