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Analytics Platform Setup Guide
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Note This release is in preview Features described in this document dont become generally available
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salesforcedocs
Last updated April
Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce 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 CRM Analytics Platform
CRM Analytics Limits
CRM Analytics Limitations
ANALYTICS PLATFORM SETUP GUIDE
Set Up the CRM Analytics Platform
Set up your organization to use CRM Analytics 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 CRM Analytics and CRM
Analytics templated apps and Apps
Available in Salesforce
Classic and Lightning
Experience
SEE ALSO
Available with CRM
Analytics which is available
for an extra cost in
Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition
Set Up the Analytics Platform with Licenses Purchased Before October
Migrating From CRM Analytics Licenses Purchased Before to New CRM Analytics
Platform Licenses
Learn About CRM Analytics Platform Licenses and
Permission Sets
Introduce yourself to CRM Analytics setup fundamentals which apply to both basic and advanced setup procedures
Each CRM Analytics Growth and CRM Analytics Plus license is a singleuser license that provides access to CRM Analytics The license
limits your instance of the CRM Analytics to billion rows of data If you require more data you can purchase CRM Analytics Additional
Data Rows which entitles you to million more rows
Important
CRM Analytics license data storage limits are contractual not technical Licensee agrees to strictly monitor its total number of
data rows
If you purchased an CRM Analytics Growth license before October with Analytics Cloud Builder or Analytics Cloud
Explorer permission set licenses Read Set up the CRM Analytics Platform With Licenses Purchased Before October If
youre migrating users from Builder or Explorer licenses to the new CRM Analytics Growth license See Migrating From CRM
Analytics Licenses Purchased Before to New CRM Analytics Platform Licenses before you start the setup process
for those users
If you disable CRM Analytics user permissions are removed from each defined permission set If you reenable CRM Analytics
later you must define the permission sets again
CRM Analytics License Permission Sets
The CRM Analytics Growth license includes two prebuilt permission sets
CRM Analytics Growth Admin enables all permissions required to administer the CRM Analytics platform including permissions
to create and manage CRM Analytics templated apps and Apps
CRM Analytics Growth User enables all permissions required to use the CRM Analytics platform and CRM Analytics templated
apps and Apps
The CRM Analytics Plus license includes two prebuilt permission sets
Analytics Platform Setup Guide
Learn About Internal Analytics Users
CRM Analytics Plus Admin enables all permissions required to administer the CRM Analytics platform and Einstein Discovery
including permissions to create and manage CRM Analytics templated apps and Apps
CRM Analytics Plus User enables all permissions required to use the CRM Analytics platform Einstein Discovery and CRM Analytics
templated apps and Apps
Basic setup involves choosing and assigning the prebuilt permission sets To create your own custom CRM Analytics permission sets
use advanced setup
When you assign any CRM Analytics permission set to users in your org Salesforce autoassigns the CRM Analytics 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 CRM Analytics 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 CRM Analytics Platform Setup
Basic CRM Analytics Platform Setup
Follow these few steps to give users in your organization access to CRM Analytics platform templates and apps quickly Basic setup
uses permission sets included with the CRM Analytics Plus or CRM Analytics Growth licenses which cover the majority of most organizations
analytics needs
Set Up the CRM Analytics Admin
In Salesforce Setup select Users
Select Permission Sets
Select one of the following prebuilt permission sets that is on your org
CRM Analytics Growth Admin enables all permissions required to administer the CRM Analytics platform including permissions
to create and manage creating CRM Analytics templated apps and Apps
CRM Analytics Plus Admin enables all permissions required to administer the CRM Analytics platform and Einstein Discovery
including permissions to create and manage CRM Analytics templated apps and Apps
That opens the page for the selected permission set
Click Manage Assignments
Click Add Assignments
Select the CRM Analytics admin user 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
Enable CRM Analytics
Go to Salesforce Setup and enter Analytics in the Quick Find Search field
Select Getting Started
Click Enable CRM Analytics
Select and Assign User Permission Sets
In Salesforce Setup select Users
Select Permission Sets
Select one of the following prebuilt permission sets that is on your org
CRM Analytics Growth User enables all permissions required to use the CRM Analytics platform and CRM Analytics templated
apps and Apps
CRM Analytics Plus User enables all permissions required to use the CRM Analytics platform Einstein Discovery and CRM
Analytics 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
To see all the users in your org click Add Assignments
Select one or more users by checking the box next to their name in the lefthand column
Analytics Platform Setup Guide
Advanced CRM Analytics Platform Setup
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 CRM Analytics Platform Setup
Follow these steps to learn the details of CRM Analytics permissions and to create and assign your own custom permission sets
Tip For best results follow the steps in the order shown
Learn About CRM Analytics Permission Set Licenses and User Permissions
When you create your own CRM Analytics permission sets you start by selecting the CRM Analytics 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 CRM Analytics platform
Each CRM Analytics platform user needs a CRM Analytics Growth permission set license to use the CRM Analytics platform Creating
a permission set and assigning it to a user autoassigns the CRM Analytics platform permission set license to that user You can also
manually assign permission set licenses to users
Experience Cloud site users need a CRM Analytics for Communities permission set license to view CRM Analytics apps shared via
dashboards embedded in sites or Visualforce pages
The CRM Analytics Growth permission set license enables the following permissions except Manage CRM 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 CRM 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 CRM Analytics Apps
Create edit delete and share CRM Analytics applications
Create and Edit CRM Analytics Dashboards
Create edit and delete CRM Analytics dashboards
Download CRM Analytics Data
Download screenshots and data in tabular format through the CRM Analytics
user interface
Edit CRM Analytics Dataflows
Edit delete and use remote connections add and remove connected objects
run and schedule data sync create edit delete run schedule and monitor
dataflows 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 CRM Analytics
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
Manage CRM 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
Analytics Platform Setup Guide
Advanced CRM Analytics Platform Setup
add this user permission to a permission set in a Sandbox org the
permission set cant have a license assigned to it
If a license is assigned to the permission set the Manage CRM Analytics
Private Assets user permission doesnt appear when adding user
permissions to permission set
Manage CRM Analytics
Access all CRM Analytics features Provides CRM Analytics administratorlevel
capabilities
Manage CRM Analytics Custom Maps
Add edit and delete maps and upload geoJSON files
Manage CRM Analytics Templated Apps
Create and manage apps based on CRM Analytics Templates Edit CRM Analytics
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 CRM Analytics
Trend the data of a report with a CRM Analytics dataflow
Upload External Data to CRM Analytics
Upload external data to CRM Analytics to create a dataset Monitor dataflow
and system jobs in the monitor
Use CRM Analytics
Open CRM Analytics run CRM Analytics apps to which you have access view
their datasets lenses and dashboards and create and edit lenses
Use CRM Analytics Templated Apps
Use apps based on CRM Analytics Templates Can also create edit and delete
CRM Analytics 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 CRM Analytics users selecting any CRM Analytics permission automatically enables
the Use CRM Analytics 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 CRM Analytics permission the user must also have
Viewer access on an app to view its datasets lenses and dashboards
The CRM Analytics for Communities permission set license enables the View CRM Analytics on Experience Cloud pages permission
That permission enables external users to view CRM Analytics dashboards embedded in their Experience Cloud sites See Enable CRM
Analytics for Experience Cloud Sites on page
Analytics Platform Setup Guide
Advanced CRM Analytics Platform Setup
Identify CRM Analytics Platform User Types
Identifying types of CRM Analytics platform users helps assure that custom permission sets meet
your teams analytics needs
EDITIONS
The CRM Analytics Growth license includes the permissions that enable users in your organization
to import work with and explore data using the CRM Analytics platform The license also includes
permissions that let administrators manage CRM Analytics To set up CRM Analytics in the most
useful way think through the different ways people access CRM Analytics 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 CRM Analytics dashboards lenses and datasets and occasionally import data
to CRM Analytics
Administrators or managers who access to the full range of CRM Analytics functionality to
create apps dashboards lenses and datasets edit data and otherwise customize the CRM
Analytics experience
Available with CRM
Analytics which is available
for an extra cost in
Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition
Accordingly when you set up the CRM Analytics 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 CRM Analytics
A manage permission set thats reserved for a select few administrators and managers and contains permissions to use all CRM
Analytics features
You can set up CRM Analytics 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 CRM Analytics and Create Permission Sets
After identifying user types create your permission sets then enable CRM Analytics in your org
Create Permission Sets
Create permission sets made up of CRM Analytics user permissions We show you how to create two permission sets
Manage CRM Analytics permission set for users who administer CRM Analytics
View CRM Analytics permission set for users who explore app dashboards and datasets
Note
Customers who purchased CRM Analytics before October See Set up the CRM Analytics Platform With Licenses
Purchased Before October before following the instructions here
The Manage CRM Analytics 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 CRM Analytics
platform license follow these steps to create a permission set with the same functionality
The View CRM Analytics permission set enables the equivalent functionality provided by the previous CRM Analytics Explorer
license purchased before October If you have an Explorer license or youre migrating to the current CRM Analytics
platform license follow these steps to create a permission set with the same functionality
In the Setup menu click Users Permission Sets and then click New
Analytics Platform Setup Guide
Advanced CRM Analytics Platform Setup
Enter Manage CRM Analytics or View CRM Analytics 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
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 CRM Analytics license Then click Edit
Do one of the following
If youre creating the Manage CRM Analytics permission set select Manage CRM Analytics user permissions and click Save
then Save again to confirm settings Youve successfully created a permission set that enables access to all CRM Analytics features
You dont have to select any of the other individual permissions Assign this permission set sparingly because it provides access
to all CRM Analytics features many of which are inappropriate for most analytics users
If youre creating the View CRM Analytics permission set select Use CRM Analytics and Upload External Data to CRM Analytics
user permissions and click Save Youve successfully created a permission set that enables a user to view the CRM Analytics
datasets lenses and dashboards that they have permission to view and to upload data files from outside Salesforce
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 CRM Analytics
Enable CRM Analytics
a Go to Salesforce Setup and enter Analytics in the Quick Find Search field
b Select Getting Started
c Click Enable CRM Analytics
Analytics Platform Setup Guide
Complete Setting up the CRM Analytics Platform
Assign CRM Analytics Permission Sets to Users
Assign custom permission sets to one or more userseither one at a time or in bulkto give
them access to CRM Analytics functionality
USER PERMISSIONS
In the Setup menu click Users Permission Sets and then click New
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
CRM Analytics and Create Service Analytics Permission Sets on page select either the
Manage CRM Analytics or View CRM Analytics permission sets
Click Manage Assignments and click Add Assignments
Select the users who need access to CRM Analytics and click Done When you assign the permission set to users Salesforce
autoassigns the CRM Analytics Cloud CRM Analytics Platform permission set license to those users
Assign the Manage CRM Analytics permission set sparingly since it provides access to all CRM Analytics features Assign it only to users
who administer or manage the CRM Analytics platform
Complete Setting up the CRM Analytics Platform
After assigning permission sets with either basic or advanced setup follow these optional procedures to enhance the CRM Analytics
experience and finetune CRM Analytics access to Salesforce data
Enable Previews for All Assets
Make it easier for users to browse analytics assets in collections Replace generic icons with preview
thumbnails of your CRM Analytics contents and Lightning reports and dashboards including those
that have rowlevel security restrictions
Asset preview images are generated and refreshed when the asset is saved Images are generated
and refreshed if the image is missing or older than days for users with Edit access to an item
Asset previews always appear for CRM Analytics assets with no security predicate However a setting
must be turned on to enable asset previews for all Lightning assets and CRM Analytics assets that
have a security predicate
CRM Analytics Assets
a From Setup enter Analytics in the Quick Find box then select Settings
b Select Show preview thumbnails for secure lenses and
dashboards
c Click Save
EDITIONS
Available in Salesforce
Classic and Lightning
Experience
Available with CRM
Analytics which is available
for an extra cost in
Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition
USER PERMISSIONS
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
To modify settings
Manage CRM Analytics
Lightning Assets
a From Setup enter Reports in the Quick Find box then select Reports and Dashboards Settings
b Select Show preview thumbnails for reports and Lightning dashboards
c Click Save
Analytics Platform Setup Guide
Complete Setting up the CRM Analytics Platform
Enable CRM Analytics for Experience Cloud Sites
Securely share CRM Analytics 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 CRM Analytics 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 CRM Analytics for Communities permission set
license
In Setup create a permission set that includes the View CRM Analytics on Experience Cloud
pages permission and assign it to your community members
Continue setting up CRM Analytics for Communities with Step in Share CRM Analytics 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 CRM Analytics
To view CRM Analytics
dashboards and lenses
View CRM Analytics on
Experience Cloud pages
Enable Conversational Exploration
Quickly query and visualize data in guided natural language conversations
EDITIONS
To set up CRM Analytics 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 CRM Analytics
Analytics Platform Setup Guide
Complete Setting up the CRM Analytics Platform
Enable the CRM Analytics REST API
You can access CRM Analytics datasets and lenses programmatically using the CRM Analytics REST
API Selecting this option overrides the APIEnabled permission for individual users and gives all
CRM Analytics 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 CRM Analytics REST API Developer Guide
EDITIONS
Available in Salesforce
Classic and Lightning
Experience
Available with CRM
Analytics which is available
for an extra cost in
Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition
USER PERMISSIONS
To modify settings
Manage CRM Analytics
Enable Dashboard Views
Enable this feature to allow each CRM Analytics 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 dashboard saved views and then click Save
EDITIONS
Available in Salesforce
Classic and Lightning
Experience
Available with CRM
Analytics which is available
for an extra cost in
Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition
Analytics Platform Setup Guide
Complete Setting up the CRM Analytics Platform
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 CRM
Analytics 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 CRM Analytics
Enable Downloading Data from CRM Analytics
Enable users to download the results from lens explorations and dashboard widgets as Microsoft
Excel xls or commaseparated values csv files Enable users to subscribe to tables and
receive email with the table data in attached csv files
To set up users to download data from CRM Analytics complete the following steps
From Setup enter Users in the Quick Find box and then select Permission Sets
Select the CRM Analytics permission set where you want to add the permission and click Edit
Select System Permissions
Select Download CRM Analytics Data
Click Save
Note Complete dashboards can be downloaded only as images
Note To subscribe to tables and receive email with table data in attached csv files users
need both the Download CRM Analytics Data and the Subscribe to CRM Analytics Assets
permissions
EDITIONS
Available in Salesforce
Classic and Lightning
Experience
Available with CRM
Analytics which is available
for an extra cost in
Enterprise Performance
and Unlimited Editions Also
available in Developer
Edition
USER PERMISSIONS
To modify settings
