Assigning Permission Sets for CRM Analytics
You need to assign specific permission sets to use the CRM Analytics dashboard.
To add specific permission sets for your users:
1. Log into the Salesforce org.
2. Navigate to Setup > Users. The Users screen is displayed with the list of user profiles.
3. Click the user profile to which you want to assign the permission sets.
4. Click Permission Set License Assignments to verify that the following license assignments are available in your Salesforce org instance.
◦ Analytics Platform
◦ Analytics Template Administration
◦ Analytics View Only Embedded App
◦ Tableau CRM Plus
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Verify that the login user has a license assigned to the package. If not, assign a license under the Managed Package section of the user record.
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5. Click Permission Set Assignments. You are taken to the Permission Set Assignments section.
6. Click Edit Assignments. The Permission Set Assignments screen is displayed.
7. Select the following permission sets from the Available Permission Sets box and add them to the Enabled Permission Sets box.
◦ CRM User
◦ CRM Analytics Platform Admin
◦ CRM Analytics Platform User
◦ CRM Analytics Plus Admin
◦ CRM Analytics Plus User
◦ CRM Analytics for Sales Cloud
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• Admin users must have the CRM Analytics Plus Admin permission set assigned.
• For other users, assign appropriate permissions from the following list per the access level.
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8. Click Save. The permission sets are enabled for the selected user profile.