Advanced Analytics Platform Setup
- Learn About Analytics Permission Set Licenses and User PermissionsWhen you create your ownAnalytics 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.
- Identify Analytics Platform User TypesIdentifying types of Analytics platform users helps assure that custom permission sets meet your team’s analytics needs.
- Enable Analytics and Create Permission SetsAfter identifying user types, be sure to enable Analytics in your org. Then select a permission set license and create your permission sets.
- Assign Analytics Permission Sets to UsersAssign custom permission sets to one or more users—either one at a time, or inbulk—to give them access to Analytics functionality.