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Analytics Platform Setup Guide
Salesforce Spring

salesforcedocs
Last updated January

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 a 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 and Einstein Discovery for Reports

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

templated apps and Apps and Einstein Discovery for Reports

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
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

Analytics Platform Setup Guide

Advanced CRM Analytics Platform Setup

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
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

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

Analytics Platform Setup Guide

Advanced CRM Analytics Platform Setup

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 an 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 these 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

Manage CRM Analytics