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Analytics Platform Setup Guide
Salesforce Spring

salesforcedocs
Last updated March

Copyright salesforcecom inc All rights reserved Salesforce is a registered trademark of salesforcecom inc

as are other names and marks Other marks appearing herein may be trademarks of their respective owners

CONTENTS

ANALYTICS PLATFORM SETUP GUIDE

Set Up the Tableau CRM Platform

Tableau CRM Limits

Tableau CRM Limitations

ANALYTICS PLATFORM SETUP GUIDE

Set Up the Tableau CRM Platform

Set up your organization to use Tableau CRM and assign basic permission sets or create and assign

your own custom permission sets

EDITIONS

The information here describes how to set up your organization to use Tableau CRM and Tableau

CRM templated apps and Apps

Available in Salesforce
Classic and Lightning
Experience

SEE ALSO

Available with Tableau CRM

which is available for an
extra cost in Enterprise
Performance and
Unlimited Editions Also
available in Developer
Edition

Set Up the Tableau CRM Platform with Licenses Purchased Before October

Migrating From Tableau CRM Licenses Purchased Before to New Tableau CRM

Platform Licenses

Learn About Tableau CRM Platform Licenses and

Permission Sets

Introduce yourself to Tableau CRM setup fundamentals which apply to both basic and advanced setup procedures

Each Tableau CRM Growth and Tableau CRM Plus license is a singleuser license that provides access to Tableau CRM The license limits

your instance of the Tableau CRM to billion rows of data If you require more data you can purchase Tableau CRM Additional Data

Rows which entitles you to million rows more
Important

Tableau CRM license data storage limits are contractual not technical Licensee agrees to strictly monitor its total number of

data rows

If you purchased an Tableau CRM Growth license before October with Analytics Cloud Builder or Analytics Cloud

Explorer permission set licenses Read Set up the Tableau CRM Platform With Licenses Purchased Before October If

youre migrating users from Builder or Explorer licenses to the new Tableau CRM Growth license See Migrating From Tableau

CRM Licenses Purchased Before to New Tableau CRM Platform Licenses before you start the setup process for

those users

If you disable Tableau CRM user permissions are removed from each defined permission set If you reenable Tableau CRM

later you must define the permission sets again

Tableau CRM Plus License Permission Sets

The Tableau CRM Growth license includes two prebuilt permission sets

Tableau CRM Plus Admin enables all permissions required to administer the Tableau CRM platform including permissions to

enable creating Tableau CRM templated apps and Apps

Tableau CRM Plus User enables all permissions required to use the Tableau CRM platform and Tableau CRM templated apps and

Apps

The Tableau CRM Plus license includes two prebuilt permission sets

Analytics Platform Setup Guide

Learn About Internal Analytics Users

Tableau CRM Plus Admin enables all permissions required to administer the Tableau CRM platform and Einstein Discovery including

permissions to enable creating Tableau CRM templated apps and Apps

Tableau CRM Plus User enables all permissions required to use the Tableau CRM platform Einstein Discovery and Tableau CRM

templated apps and Apps

Basic setup involves choosing and assigning the prebuilt permission sets To create your own custom Tableau CRM permission sets use

advanced setup

When you assign any Tableau CRM permission set to users in your org Salesforce autoassigns the Tableau CRM Growth permission set

license to that user
Note For efficiency you can assign a permission set to groups of users You can also assign multiple permission sets to a user

You can assign a Tableau CRM permission set license along with any of the following Salesforce user licenses

Lightning Platform app subscription
Lightning Platform one app

Full CRM

Salesforce Platform
Salesforce Platform One

Learn About Internal Analytics Users
Analytics uses internal users Integration User and Security User to access Salesforce data preview data in Data Prep recipes and enforce
rowlevel security on datasets
Analytics uses the permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow or recipe job
runs Because the Integration User has View All Data access consider restricting access to particular objects and fields that contain
sensitive data If the dataflow or recipe is configured to extract data from an object or field on which the Integration User does not have
permission the job fails The Integration User permissions restrict the data extracted from Salesforce onlythey dont affect access to
the data in datasets To restrict user access to data in datasets set up rowlevel security
To enable the interactive preview in recipes Data Prep uses the Security User When a user previews the results of a recipe Data Prep
shows only the results that the loggedin user has permission to access The permissions of the Security User dont affect the data shown
in the preview
When you query a dataset that has rowlevel security based on the Salesforce User object Analytics uses the permissions of the Security
User to access the User object and its fields The Security User must have at least read permission on each User object field included in

a predicate A predicate is a filter condition that defines rowlevel security for a dataset By default the Security User has read permission

on all standard fields of the User object If the predicate is based on a custom field then grant the Security User read access on the field
If the Security User does not have read access on all User object fields included in a predicate expression an error appears when you try
to query the dataset using that predicate
Important Because Analytics requires the Integration User and Security User to access Salesforce data and preview recipe changes
to data do not delete either of these users

SEE ALSO

Control Access to Salesforce Objects and Fields
Set Up Dataset Security to Control Access to Rows

Analytics Platform Setup Guide

Basic Tableau CRM Platform Setup

Basic Tableau CRM Platform Setup

Follow these few steps to give users in your organization access to Tableau CRM platform templates and apps quickly Basic setup uses

permission sets included with the Tableau CRM Plus license which cover the majority of most organizations analytics needs

Enable Analytics Cloud
Go to Salesforce Setup and enter Analytics in the Quick Find Search field
Select Getting Started
Click Enable Einstein Analytics

Select and Assign Permission Sets
In Salesforce Setup select Users
Select Permission Sets
Select one of the following prebuilt permission sets

If you and users of your Salesforce org have Tableau CRM Plus Licenses

Tableau CRM Plus Admin enables all permissions required to administer the Tableau CRM platform including permissions

to enable creating Tableau CRM templated apps and Apps

Tableau CRM Plus User enables all permissions required to use the Tableau CRM platform and Tableau CRM templated

apps and Apps

If you and users of your Salesforce org have Tableau CRM Plus Licenses

Tableau CRM Plus Admin enables all permissions required to administer the Tableau CRM platform and Einstein Discovery

including permissions to enable creating Tableau CRM templated apps and Apps

Tableau CRM Plus User enables all permissions required to use the Tableau CRM platform Einstein Discovery and Tableau

CRM templated apps and Apps

That opens the page for the selected permission set
Click Manage Assignments The next page shows the users already assigned the selected permission set
Click Add Assignments to see all the users in your org
Select one or more users by checking the box next to their name in the lefthand column
Click Assign
You see a page that tells you if the permission set has been assigned If permission set didnt succeed for one or more users Salesforce
tells you why You can fix the problem and try again

Advanced Tableau CRM Platform Setup

Follow these steps to learn the details of Tableau CRM permissions and to create and assign your own custom permission sets

Tip For best results follow the steps in the order shown

Analytics Platform Setup Guide

Advanced Tableau CRM Platform Setup

Learn About Tableau CRM Permission Set Licenses and User Permissions

When you create your own Tableau CRM permission sets you start by selecting the Tableau CRM Growth permission set license instead

of using the prebuilt permission sets The permission set license includes the user permissions required to explore data with and manage

the Tableau CRM platform

Each Tableau CRM platform user needs an Tableau CRM Growth permission set license to use the Tableau CRM platform Creating

a permission set and assigning it to a user autoassigns the Tableau CRM platform permission set license to that user You can also

manually assign permission set licenses to users

Experience Cloud site users need an Tableau CRM for Communities permission set license to view Tableau CRM apps shared via

dashboards embedded in sites or Visualforce pages

The Tableau CRM Growth permission set license enables the following permissions except Manage Analytics Private Assets

User Permission

What It Enables

Access Analytics SAQL Editor Pilot Feature

This user permission is no longer used and will be removed in a future release

Add Analytics Remote Connections

Add connections to access data from external data sources

Adoption Analytics Templates and Apps

Create and use apps based on the Adoption Analytics template

Create Analytics Apps

Create edit delete and share Analytics Cloud applications

Create and Edit Analytics Dashboards

Create edit and delete Analytics Cloud dashboards

Download Analytics Data

Download screenshots and data in tabular format through the Analytics Cloud
user interface

Edit Analytics Dataflows

Edit delete and use remote connections add and remove connected objects
run and schedule data sync create edit delete run schedule and
monitordataflows and recipes Use discretion when assigning this user
permission because it enables access to all Salesforce object data to which

the Integration User has access See Salesforce Data Access in Tableau CRM

Edit Dataset Recipes

Create edit and run recipes to create datasets Monitor dataflow and system
jobs in the monitor Doesnt enable editing security predicates in existing
recipes or running and scheduling recipes based on datasets that have security
predicates

Manage Analytics Private Assets

Delete datasets from another users My Private App See Delete a Dataset
Note This user permission isnt included in any of the packaged
permission sets You have to manually assign it to a permission set To
add this user permission to a permission set in a Sandbox org the
permission set cant have a license assigned to it

Analytics Platform Setup Guide

Advanced Tableau CRM Platform Setup

If a license is assigned to the permission set the Manage Analytics
Private Assets user permission doesnt appear when adding user
permissions to permission set
Manage Analytics

Access all Analytics Cloud features Provides Tableau CRM administratorlevel

capabilities

Manage Analytics Custom Maps

Add edit and delete maps and upload geoJSON files

Manage Analytics Templated Apps

Create and manage apps based on Tableau CRM Templates Edit Tableau CRM

dataflows Edit recipes Monitor dataflow and system jobs in the monitor Some
templates require extra permissions See the help for each template

Trend Report Data in Analytics

Trend the data of a report with a Tableau CRM dataflow

Upload External Data to Analytics

Upload external data to Analytics Cloud to create a dataset Monitor dataflow
and system jobs in the monitor

Use Analytics

Open Tableau CRM run Analytics Cloud apps to which you have access view

their datasets lenses and dashboards and create and edit lenses

Use Analytics Templated Apps

Use apps based on Tableau CRM Templates Can also create edit and delete

Analytics Cloud dashboards Some templates require extra permissions See
the help for each template

You create your own permission sets based on these permissions

Note When you create permission sets for Tableau CRM users selecting any Analytics Cloud permission automatically enables

the Use Analytics Cloud permission as well Also the type of access granted on an app controls the actions that can be performed
on its datasets lenses and dashboards For example if a user has the Use Analytics permission the user must also have Viewer
access on an app to view its datasets lenses and dashboards

The Tableau CRM for Communities permission set license enables the View Analytics on Communities pages permission That permission

enables external users to view Tableau CRM dashboards embedded in their Experience Cloud sites See Enable Tableau CRM for Experience

Cloud Sites on page

Analytics Platform Setup Guide

Advanced Tableau CRM Platform Setup

Identify Analytics Cloud Platform User Types

Identifying types of Tableau CRM platform users helps assure that custom permission sets meet

your teams analytics needs

EDITIONS

The Tableau CRM Growth license includes the permissions that enable users in your organization

to import work with and explore data using the Tableau CRM platform The license also includes

permissions that let administrators manage Tableau CRM To set up Tableau CRM in the most useful

way think through the different ways people access Tableau CRM features and categorize them

into user types Here are a few examples

Available in Salesforce
Classic and Lightning
Experience

Most people on your team fall into two basic categories

Users who view Tableau CRM dashboards lenses and datasets and occasionally import data

to Tableau CRM

Administrators or managers who access to the full range of Tableau CRM functionality to create

apps dashboards lenses and datasets edit data and otherwise customize the Tableau CRM

experience

Available with Tableau CRM

which is available for an
extra cost in Enterprise
Performance and
Unlimited Editions Also
available in Developer
Edition

Accordingly when you set up the Tableau CRM platform creating two basic permission sets can meet the needs of most of your

organization

A view permission set that contains the permissions needed by most basiclevel users when they access Tableau CRM

A manage permission set thats reserved for a select few administrators and managers and contains permissions to use all Tableau

CRM features

You can set up Tableau CRM however you want defining other user types and permissions sets based on the needs of users in your

organization For example you can create a superuser permission set for users who create and share apps and dashboards Or a data
wizard permission set would enable other users to work closely with datasets
We focus on two main types of people on your team users and administrators in the example permission sets we describe in our
detailed setup instructions

Enable Analytics Cloud and Create Permission Sets
After identifying user types be sure to enable Analytics Cloud in your org Then select a permission set license and create your permission
sets

Enable the Tableau CRM Platform

To use the Tableau CRM platform first enable it for your organization

In the Salesforce Setup menu under Administer click Analytics Getting Started
Click Enable Einstein Analytics
Create Permission Sets

The next step in the setup process is to create permission sets made up of Tableau CRM user permissions We show you how to create

two permission sets

Manage Tableau CRM permission set for users who create and administer Tableau CRM

View Tableau CRM permission set for users who explore app dashboards and datasets

Note

Customers who purchased Tableau CRM before October See Set up the Analytics Cloud Platform With Licenses

Purchased Before October before following the instructions here

Analytics Platform Setup Guide

Advanced Tableau CRM Platform Setup

The Manage Analytics Cloud permission set enables the equivalent functionality provided by the previous Analytics Builder
license purchased before October If you have a Builder license or youre migrating to the current Analytics Cloud
platform license follow these steps to create a permission set with the same functionality
The View Analytics Cloud permission set enables the equivalent functionality provided by the previous Analytics Cloud Explorer
license purchased before October If you have an Explorer license or youre migrating to the current Analytics Cloud
platform license follow these steps to create a permission set with the same functionality
In the Setup menu under administer click Manage Users Permission Sets and then click New

Enter Manage Tableau CRM or View Tableau CRM in the Label field as appropriate This automatically creates the API

name as well You can change it if you like but it cant include spaces end with an underscore or have two consecutive underscores

For License select the license to associate with this permission set In this case select the Tableau CRM Growth permission set license

When you select a specific permission set license any user assigned to the permission set is autoassigned the permission set license
If you select None you must manually assign the permission set license to users before you can add them to the new permission
set
Click Save The Permission Set Overview page shows the new permission set Now add user permissions to the set

Click System Permissions to open the list of user permissions enabled by the Tableau CRM Growth license Then click Edit

Do one of the following

If youre creating the Manage Tableau CRM permission set select Manage Analytics user permissions and click Save Youve

successfully created a permission set that enables access to all Tableau CRM features You dont have to select any of the other

individual permissions Assign this permission set sparingly because it provides access to all Tableau CRM features many of

which are inappropriate for most analytics users

If youre creating the View Tableau CRM permission set select Use Analytics and Upload External Data to Analytics user

permissions and click Save Youve successfully created a permission set that enables a user to view the Tableau CRM datasets

lenses and dashboards that they have permission to view and to upload data files from outside Salesforce

Analytics Platform Setup Guide

Complete Setting up the Tableau CRM Platform

You can now assign your new permission set to users which is covered in Assign Permission Sets to Users

Repeat these steps for every user in your organization who requires access to Tableau CRM

Assign Analytics Cloud Permission Sets to Users
Assign custom permission sets to one or more userseither one at a time or in bulkto give

them access to Tableau CRM functionality

USER PERMISSIONS

In the Setup menu under administer click Manage Users Permission Sets

To assign a permission set
to users
Assign Permission Sets

Click the permission set you want to assign to users If youve followed the instructions in Enable
Analytics Cloud and Create Service Analytics Permission Sets on page select either the
Manage Analytics Cloud or View Analytics Cloud permission sets
Click Manage Assignments and click Add Assignments

Select the users who need access to Tableau CRM and click Done When you assign the permission set to users Salesforce autoassigns

the Tableau CRM Cloud Analytics Cloud Platform permission set license to those users

Assign the Manage Analytics Cloud permission set sparingly since it provides access to all Tableau CRM features Assign it only to users

who administer or manage the Tableau CRM platform

Complete Setting up the Tableau CRM Platform

After assigning permission sets with either basic or advanced setup follow these optional procedures to enhance the Tableau CRM

experience and finetune Tableau CRM access to Salesforce data

Enable Preview Thumbnails for All Lenses and Dashboards
Make it easier for users to find their lenses and dashboards on the home page and on app pages
Replace the generic icons with preview thumbnails of the contents of all lenses and dashboards
including those assets that have rowlevel security restrictions
If no security predicate is defined for a dataset then preview thumbnails always appear If a security
predicate is defined then preview thumbnails dont show unless this setting is enabled With the
setting enabled preview thumbnails appear for all assets
Important Even if rowlevel security applies to the dataset used by a lens or dashboard
the preview thumbnail could expose data from restricted rows Rowlevel security restrictions
take effect only after youve clicked through to the lens or dashboard
From Setup enter Analytics in the Quick Find box then select Settings
Select Show preview thumbnails for lenses and dashboards with
row levelsecurity enabled
Click Save

EDITIONS

Available in Salesforce
Classic and Lightning
Experience

Available with Tableau CRM

which is available for an
extra cost in Enterprise
Performance and
Unlimited Editions Also
available in Developer
Edition

USER PERMISSIONS

To modify settings
Manage Analytics

Analytics Platform Setup Guide

Complete Setting up the Tableau CRM Platform

Enable Tableau CRM for Experience Cloud Sites

Securely share Tableau CRM apps with Experience Cloud site partner and customer users

Note Only users with a Customer Community Plus Partner Community or Lightning External
Apps Plus license can use this feature This feature is supported in sites but not in portals

To enable Tableau CRM for sharing in Experience Cloud sites complete the following steps

From Setup enter Analytics in the Quick Find box then select Settings Select
Share Analytics with Communities

In Setup assign your community members the Tableau CRM for Communities permission set

license
In Setup create a permission set that includes the View Analytics on Communities pages
permission and assign it to your community members

Continue setting up Tableau CRM for Communities with Step in Share Tableau CRM in

Experience Cloud Sites

EDITIONS

Available in Salesforce
Classic and Lightning
Experience
Available for an extra cost in
Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition

USER PERMISSIONS

To modify settings
Manage Analytics

To view Tableau CRM

dashboards and lenses
View Analytics on
Communities pages

Enable Conversational Exploration
Quickly query and visualize data in guided natural language conversations

EDITIONS

To set up Tableau CRM to explore data using conversations complete the following steps

From Setup enter Analytics in the Quick Find box then select Settings
Select Enable Conversational Exploration
Click Save

Available in Salesforce
Classic and Lightning
Experience
Available for an extra cost
in Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition

USER PERMISSIONS

To view visualizations
Use Analytics

Analytics Platform Setup Guide

Complete Setting up the Tableau CRM Platform

Enable the Tableau CRM REST API

You can access Tableau CRM datasets and lenses programmatically using the Tableau CRM REST

API Selecting this option overrides the APIEnabled permission for individual users and gives all

Tableau CRM users including Experience Cloud sites users access to the API

From Setup enter Analytics in the Quick Find box then select Settings

Select Grant all users access to Wave API

Click Save

For complete information about the API see the Tableau CRM REST API Developer Guide

EDITIONS

Available in Salesforce
Classic and Lightning
Experience

Available with Tableau CRM

which is available for an
extra cost in Enterprise
Performance and
Unlimited Editions Also
available in Developer
Edition

USER PERMISSIONS

To modify settings
Manage Analytics

Grant Users Access to the Dashboard Designer
To grant users access to dashboard designer assign each of them the Create and Edit Analytics
Dashboards user permission For users to access the dashboard designer the Enable dashboard
designer setup option must also be enabled which it is by default
If dashboard designer is disabled complete the following tasks to enable it
From Setup enter Analytics in the Quick Find box then select Settings
Select Enable dashboard designer and then click Save
For each user that builds dashboards assign the Create and Edit Analytics Dashboards user
permission to them

EDITIONS

Available in Salesforce
Classic and Lightning
Experience

Available with Tableau CRM

which is available for an
extra cost in Enterprise
Performance and
Unlimited Editions Also
available in Developer
Edition

USER PERMISSIONS

To access the dashboard
designer
Create and Edit Analytics
Dashboards

Analytics Platform Setup Guide

Complete Setting up the Tableau CRM Platform

Enable Dashboard Views

Enable this feature to allow each Tableau CRM user to create their own unique views of a dashboard

By default this feature is enabled for your org If the feature is disabled and you reenable it all
previously created views are available
From Setup enter Analytics in the Quick Find box then select Settings
Select Enable Wave dashboard saved views and then click Save

EDITIONS

Available in Salesforce
Classic and Lightning
Experience

Available with Tableau CRM

which is available for an
extra cost in Enterprise
Performance and
Unlimited Editions Also
available in Developer
Edition

Enable Annotations on Dashboard Widgets
Annotate dashboard widgets with comments posted in the dashboard and in Chatter

EDITIONS

To enable annotations complete the following steps
From Setup enter Feed Tracking in the Quick Find box and then select Feed
Tracking under Chatter
Scroll down and select Analytics Asset

Available in Salesforce
Classic and Lightning
Experience

Available with Tableau CRM

which is available for an
extra cost in Enterprise
Performance and
Unlimited Editions Also
available in Developer
Edition

Select Enable Feed Tracking
Click Save

USER PERMISSIONS

To modify settings
Manage Analytics

***