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Enable CRM Analytics and Assign Permission Sets

Enable CRM Analytics and Assign Permission Sets

Enable CRM Analytics, assign permission sets to admins and users, and set field-level security for all the required fields.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To assign permission sets: Assign Permission Sets AND View Setup and Configuration
To set field-level security:

Manage Profiles and Permission Sets

AND

Customize Application

  1. Assign admins the permissions required to create and manage the Advanced Account Forecasting Analytics for Manufacturing apps.
  2. Assign users the permissions required to view the Advanced Account Forecasting Analytics for Manufacturing apps.
  3. Enable CRM Analytics.
  4. To give the Analytics Cloud Integration User profile access to all the fields that the app uses, perform these steps for all the fields on all the objects that the template uses:
    1. From Setup, in Object Manager, click an object that's used in the Order Forecasting for Manufacturing template.
    2. Click Fields & Relationships.
    3. Click the field name, and then click Set Field-Level Security.
    4. For the Analytics Cloud Integration User profile, select Visible, and then save your changes.

You can create the app using the out-of-the-box template to generate statistical order forecasts.

 
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