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Set Up and Maintain Net Zero Cloud
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            Enable CRM Analytics and Assign Permission Sets

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            Enable CRM Analytics and Assign Permission Sets

            Enable CRM Analytics in your instance, assign the required permission sets to your admins and users, and give the Analytics Cloud Integration User profile access to the fields that the app uses.

            Required Editions

            Available in: Lightning Experience and the Salesforce mobile app
            Available in: Enterprise, Developer, and Unlimited Editions
            User Permissions Needed
            To assign permission sets: Assign Permission Sets
            1. Enable CRM Analytics.
            2. Assign admins the Net Zero Analytics Admin permission set to create and manage the app.
            3. Assign the Net Zero Analytics User permission set to users who only need read access to dashboards installed by the app.
            4. Give the Analytics Cloud Integration User profile access to the Air Travel Energy Use fields that the app uses.

            See Also

             
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