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Analytics Platform Setup Guide
Salesforce Spring

salesforcedocs
Last updated February

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 Einstein Analytics Platform
Einstein Analytics Limits
Einstein Analytics Limitations

ANALYTICS PLATFORM SETUP GUIDE

Set Up the Einstein Analytics Platform
Set up your organization to use the Salesforce Analytics platform by enabling Analytics and assigning
basic permission sets or creating and assigning your own custom permission sets

EDITIONS

The information here describes how to set up your organization to use the Analytics platform and
Analytics templated apps and Apps

Available in Salesforce
Classic and Lightning
Experience

SEE ALSO

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 Analytics Licenses Purchased Before to New Analytics Platform
Licenses

Learn About Analytics Platform Licenses and
Permission Sets
Introduce yourself to Analytics setup fundamentals which apply to both basic and advanced setup procedures
Each Analytics Platform license is a singleuser license that provides access to the Salesforce Analytics Cloud It provides access to Analytics
Platform and Analytics templated apps and Apps features and functionality The license limits your instance of the Analytics Cloud to
billion rows of data If you require more data you can purchase Analytics Cloud Additional Data Rows which entitles you to an additional
million rows
Important
Analytics license data storage limits are contractual not technical Licensee agrees to strictly monitor its total number of data
rows
If you purchased an Analytics Platform license before October with Analytics Cloud Builder or Analytics Cloud Explorer
permission set licenses Read Set up the Analytics Platform With Licenses Purchased Before October If youre migrating
users from Builder or Explorer licenses to the new Analytics Platform license See Migrating From Analytics Licenses Purchased
Before to New Analytics Platform Licenses before you start the setup process for those users
If you disable Analytics user permissions are removed from each defined permission set If you reenable Analytics later you
must define the permission sets again

Analytics Platform License Permission Sets
The Analytics Platform license includes two prebuilt permission sets
Einstein Analytics Platform Admin enables all permissions required to administer the Analytics platform including permissions
to enable creating Analytics templated apps and Apps
Einstein Analytics Platform User enables all permissions required to use the Analytics platform and Analytics templated apps and
Apps

Analytics Platform Setup Guide

Basic Analytics Platform Setup

Basic setup involves choosing and assigning the prebuilt permission sets To create your own custom Analytics permission sets use
advanced setup
When you assign any Analytics permission set to users in your org Salesforce autoassigns the Analytics Platform 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 an 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

Basic Analytics Platform Setup
Follow these few steps to give users in your organization access to Analytics platform templates and apps quickly Basic setup uses
permission sets included with the Analytics Platform license which cover the majority of most organizations analytics needs

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

Select and Assign Permission Sets
In Salesforce Setup select Users
Select Permission Sets
Select one of the two prebuilt permission sets
Einstein Analytics Platform Admin enables all permissions required to administer the Analytics platform including permissions
to enable creating Analytics templated apps and Apps
Einstein Analytics Platform User enables all permissions required to use the Analytics platform and 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
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
Youll 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 Analytics Platform Setup

Advanced Analytics Platform Setup
Follow these steps to learn the details of 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 Analytics Permission Set Licenses and User Permissions
When you create your own Analytics permission sets you start by selecting the Analytics Platform 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
Salesforce Analytics platform
Each Analytics platform user needs an Analytics Platform permission set license to use the Analytics platform Creating a permission
set and assigning it to a user autoassigns the Analytics platform permission set license to that user You can also manually assign
permission set licenses to users
Community users need an Analytics for Communities permission set license to view Analytics apps shared via dashboards embedded
in Visualforce pages
The Analytics Platform permission set license enables the following permissions
User Permission

What It Enables

Use Analytics

Run Analytics apps to which you have access view their datasets lenses and
dashboards and create and edit lenses

Create and Edit Analytics Dashboards

Create edit and delete Analytics dashboards

Create Analytics Apps

Create edit delete and share Analytics applications

Upload External Data to Analytics

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

Edit Analytics Dataflows

Edit start stop and reschedule the dataflow to create datasets Create edit
and run dataset recipes to create datasets Monitor dataflow and system jobs
in the data monitor 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 Analytics

Edit Dataset Recipes

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

Manage Analytics

Access all Analytics features Provides Analytics administratorlevel capabilities

Manage Analytics Templated Apps

Create and manage apps based on Analytics Templates Edit Analytics
dataflows Edit dataset recipes Monitor dataflow and system jobs in the data
monitor Some templates require extra permissions See the help for each
template

Use Analytics Templated Apps

Use apps based on Analytics Templates Can also create edit and delete
Analytics dashboards Some templates require extra permissions See the help
for each template

Analytics Platform Setup Guide

Advanced Analytics Platform Setup

Adoption Analytics Templates and Apps

Create and use apps based on the Adoption Analytics template

Download Analytics Data

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

Add Analytics Remote Connections

Add connections to external data sources to enable replication in Analytics

Trend Report Data in Analytics

Trend the data of a report with an Analytics dataflow

Access Analytics SAQL Editor Pilot Feature

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

You create your own permission sets based on these permissions
Note When you create permission sets for Analytics users selecting any Analytics permission automatically enables the Use
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 Analytics permission the user must also have Viewer access on an app
to view its datasets lenses and dashboards
The Analytics for Communities permission set license enables the View Analytics on Communities pages permission That permission
enables external users to view Analytics dashboards embedded in their communities See Enable Analytics for Communities on page

Identify Analytics Platform User Types
Identifying types of Analytics platform users helps assure that custom permission sets meet your
teams analytics needs

EDITIONS

The Analytics Platform license includes the permissions that enable users in your organization to
import work with and explore data using the Analytics platform The license also includes
permissions that let administrators manage Analytics To set up Analytics in the most useful way
think through the different ways people access 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 Analytics dashboards lenses and datasets and occasionally import data to
Analytics

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

Administrators or managers who access to the full range of Analytics functionality to create
apps dashboards lenses and datasets edit data and otherwise customize the Analytics experience
Accordingly when you set up the 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 Analytics

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

features
You can set up 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

Analytics Platform Setup Guide

Advanced Analytics Platform Setup

Enable Analytics and Create Permission Sets
After identifying user types be sure to enable Analytics in your org Then select a permission set license and create your permission sets
Enable the Analytics Platform
To use the Analytics platform first enable it for your organization
In the Salesforce Setup menu under Administer click Analytics Getting Started
Click Enable Analytics
Create Permission Sets
The next step in the setup process is to create permission sets made up of Analytics user permissions We show you how to create two
permission sets
Manage Analytics permission set for users who create and administer Analytics
View Analytics permission set for users who explore app dashboards and datasets
Note
Customers who purchased Analytics before October See Set up the Analytics Platform With Licenses Purchased
Before October before following the instructions here
The Manage 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 Analytics platform license
follow these steps to create a permission set with the same functionality
The View Analytics permission set enables the equivalent functionality provided by the previous Analytics Explorer license
purchased before October If you have an Explorer license or youre migrating to the current Analytics 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 Analytics or View 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 In this case select the Analytics Platform permission set license

Analytics Platform Setup Guide

Advanced Analytics Platform Setup

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 Analytics Platform license Then click Edit
Do one of the following
If youre creating the Manage Analytics permission set select Manage Analytics user permissions and click Save Youve
successfully created a permission set that enables access to all Analytics features You dont have to select any of the other
individual permissions Assign this permission set sparingly because it provides access to all Analytics features many of which
are inappropriate for most analytics users
If youre creating the View Analytics 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 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 Analytics

Assign 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 Analytics 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 and Create Service Analytics Permission Sets on page select either the Manage
Analytics or View Analytics permission sets

Analytics Platform Setup Guide

Complete Setting up the Analytics Platform

Click Manage Assignments and click Add Assignments
Select the users who need access to Analytics and click Done When you assign the permission set to users Salesforce autoassigns
the Analytics Cloud Analytics Platform permission set license to those users
Assign the Manage Analytics permission set sparingly since it provides access to all Analytics features Assign it only to users who
administer or manage the Analytics platform

Complete Setting up the Analytics Platform
After assigning permission sets with either basic or advanced setup follow these optional procedures to enhance the Analytics experience
and finetune Analytics 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 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 Analytics Platform

Enable Analytics for Communities
Securely share Analytics apps with community 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 communities but not in
portals
To enable Analytics for sharing with Communities complete the following steps
From Setup enter Analytics in the Quick Find box then select Settings Select
Enable Analytics for Communities
Assign your community members the Analytics for Communities permission set license
Create a permission set that includes the View Analytics on Communities pages permission
and assign it to your community members
Continue setting up Analytics for Communities with Step in Share Analytics with Communities

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 Analytics
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 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 Analytics

Analytics Platform Setup Guide

Complete Setting up the Analytics Platform

Enable the Analytics REST API

You can access Analytics datasets and lenses programmatically using the Analytics REST API Selecting

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

including Community 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

EDITIONS

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

Click Save

USER PERMISSIONS

To modify settings
Manage Analytics

Grant Users Access to the Dashboard Designer and Classic Designer
To grant users access to either 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
Each user has a choice whether to use the classic designer or dashboard designer for each
dashboard

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 access the dashboard
designer or classic designer
Create and Edit Analytics
Dashboards

Analytics Platform Setup Guide

Complete Setting up the Analytics Platform

Enable Dashboard Views
Enable this feature to allow each Einstein 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 Wave dashboard saved views and then click Save

EDITIONS

Available in Salesforce
Classic and Lightning
Experience
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
Select Enable Feed Tracking
Click Save
Note Annotations arent supported in dashboards built with the classic designer

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

Analytics Platform Setup Guide

Complete Setting up the Analytics Platform

Enable Downloading from Analytics
Enable users to download the results from lens explorations and dashboard widgets as images
png Microsoft Excel xls or commaseparated values csv files

EDITIONS

Available in Salesforce
Classic and Lightning
Experience

Note Complete dashboards can be downloaded only as images
To set up users to download data from Analytics complete the following steps
From Setup enter Permission Sets in the Quick Find box and then select
Permission Sets under Manage Users
Select the Analytics Cloud Permission Set where you want to add the permission and then
select System Permissions

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

Select Download Analytics Data
Click Save

USER PERMISSIONS

To modify settings
Manage Analytics

Connected App for Analytics on Mobile
Install the Salesforce Analytics App Package to allow your mobile clients to easily connect to your
org This package contains the Connected App component that gives you control over whos
logging in and how your mobile clients share images and links
While logged in as an admin navigate to
Production

httpsloginsalesforcecompackaginginstallPackageapexpptBcHCH

Sandbox

httpstestsalesforcecompackaginginstallPackageapexpptBcHCH

Select Install for All Users
If you install the Connected App only for certain roles then only those clients are subject to
your policies
After clicking Done click the Salesforce Analytics App Package and then View Components

Select iOS or Android To configure policies and other settings click Edit When you are finished

save your changes

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 install and configure
Connected App
Manage Analytics

For more information about Connected App settings see Edit a Connected App
If you want to disable sharing options for mobile users click New in the Custom Attributes section
All sharing options are enabled by default To disable an option add its attribute key and enter false for the attribute value
See the table for the supported attribute keys
Attribute Key

Mobile clients can share

Mobile Device

SHAREIMAGEAIRDROP

Images via AirDrop

iOS

SHAREIMAGECAMERAROLL

Images to Camera Roll

iOS

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