Intelligence Analytics Permission Sets

The following permission sets are required for Intelligence Analytics users.

Required Permission Sets for Intelligence Analytics

User

Permission Sets

Description
Administrator CRM Analytics Platform Admin

Provide all permissions required to manage the Analytics platform, including the permissions creating Analytics apps from templates.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.
CRM Analytics Plus Admin

Provide all permissions required to manage the Analytics platform and Einstein Discovery, including the permissions creating Analytics apps from templates.

Note:

This is a standard Salesforce permission set that automatically provides access to the CRM Analytics Plus permission set license.
Intelligence Analytics App Template Required to run the configuration wizard to create your Intelligence Analytics app.
View User CRM Analytics Platform User

Enables all permissions required to use the Analytics platform and Analytics template apps and apps.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.
CRM Analytics Plus User

Enables all permissions required to use the Analytics platform and Einstein Discovery.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.