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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, 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, Performance, 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. Enable CRM Analytics.
            2. Assign admins the Net Zero Analytics Admin permission set to create and manage the External Stationary Asset Data app and the Stationary Asset Energy Consumption app.
            3. Assign the Net Zero Analytics User permission set to users who need only read access to dashboards installed by the app.
            4. Give the Analytics Cloud Integration User profile access to all the fields used by the app created using the Stationary Asset Energy Consumption template. For more information about the fields used by the app and field level security, see Sync Data from Necessary Objects and Field Permissions.

            See Also

             
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