# CRM Analytics licenses, permission sets and enablement

*CRM Analytics and Einstein Discovery Consultant Study Guide · Admin/Configuration · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant/admin-configuration/crm-analytics-licenses-permission-sets-and-enablement*

How Growth and Plus licences, permission set licences and standard or custom permission sets combine to give users CRM Analytics access, which data-prep and admin permissions fit which job, and what enabling or disabling CRM Analytics does to an org.

- Certification: Salesforce CRM Analytics and Einstein Discovery Consultant
- Exam section: Admin/Configuration
- Study guide: https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant

**Official exam objective:**

> Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.

## What the exam expects

- Choose between the CRM Analytics Growth and Plus licences and their prebuilt Admin and User permission sets from a business requirement.
- Explain the difference between a permission set licence and a permission set, and when a licence must be assigned by hand before a custom permission set.
- Pick the single CRM Analytics user permission that matches a data-prep, upload, templated-app or private-asset requirement without over-granting.
- Plan enablement: licence and edition prerequisites, the Enable CRM Analytics switch, the system users it creates, and what disabling does.
- Licence Experience Cloud site users who view embedded dashboards.

Key terms: **permission set licence (PSL)** (makes CRM Analytics permissions assignable, like a passport); **permission set** (actually grants the permissions, like a visa); **prebuilt permission sets** (Growth or Plus, Admin or User); **Analytics Cloud Integration User** (system user CRM Analytics creates to read data); **app sharing** (Viewer, Editor or Manager access to an app's assets).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Row allocation by licence | Growth 100 million, Plus 10 billion; Extra Data Rows adds 100 million | [CRM Analytics Limits](https://help.salesforce.com/s/articleView?id=analytics.bi_limits.htm&language=en_US&type=5) |
| Plus versus Growth | Plus adds Einstein Discovery and Einstein Discovery for Reports | [Platform Licenses and Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_general.htm&type=5&language=en_US) |
| Assigning a CRM Analytics permission set | Auto-assigns the platform PSL | [Assign Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_assign_permsets.htm&type=5&language=en_US) |
| Custom set with License --None-- | Assign the PSL to users manually before adding them | [Enable and Create Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_enable_create_permset.htm&language=en_US&type=5) |
| View CRM Analytics pattern | Use CRM Analytics plus Upload External Data to CRM Analytics | [Enable and Create Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_enable_create_permset.htm&language=en_US&type=5) |
| Selecting any CRM Analytics permission | Also enables Use CRM Analytics | [PSLs and User Permissions](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_user_permissions.htm&language=en_US&type=5) |
| Manage CRM Analytics Private Assets | In no packaged permission set; add it manually | [PSLs and User Permissions](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_user_permissions.htm&language=en_US&type=5) |
| Editions | Add-on for Enterprise, Performance, Unlimited and Developer | [Prerequisites and Irreversible Effects](https://help.salesforce.com/s/articleView?id=000232305&language=en_US&type=1) |
| Created on enable | Analytics Cloud Integration User and Security User; never delete or freeze | [Prerequisites and Irreversible Effects](https://help.salesforce.com/s/articleView?id=000232305&language=en_US&type=1) |
| Disable then re-enable | Permissions removed, schedules stop, assets kept, no automatic restore | [Prerequisites and Irreversible Effects](https://help.salesforce.com/s/articleView?id=000232305&language=en_US&type=1) |
| Experience Cloud site users | CRM Analytics for Communities PSL | [PSLs and User Permissions](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_user_permissions.htm&language=en_US&type=5) |

## Check yourself

- Why does Help reserve the Manage permission set for platform administrators?
- When does the Private Assets permission fail to appear while you edit a sandbox permission set?
- What user permission does an admin need to hand out these sets?
- Which Salesforce licences can carry the platform PSL?

## Sources

- [Learn about CRM Analytics Permission Set Licenses and User Permissions](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_user_permissions.htm&language=en_US&type=5)
- [Prerequisites, Licensing Requirements, and Irreversible Effects of Enabling CRM Analytics](https://help.salesforce.com/s/articleView?id=000232305&language=en_US&type=1)
- [Learn about CRM Analytics Platform Licenses and Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_general.htm&type=5&language=en_US)
- [Enable CRM Analytics and Create Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_enable_create_permset.htm&language=en_US&type=5)
- [Assign CRM Analytics Permission Sets to Users](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_assign_permsets.htm&type=5&language=en_US)
- [CRM Analytics Permission Guide (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/wave_enable_setup/wave_set_up_permissions)
- [CRM Analytics Limits](https://help.salesforce.com/s/articleView?id=analytics.bi_limits.htm&language=en_US&type=5)
- [Data Sync Limits and Considerations](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_replication_limits_limitations.htm&language=en_US&type=5)
- [CRM Analytics and Einstein Discovery Consultant Exam Guide](https://help.salesforce.com/s/articleView?id=005298935&language=en_US&type=1)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 13 linked practice questions, and unlimited timed mock exams are included with the CRM Analytics and Einstein Discovery Consultant pack (USD $19): https://www.certifyforce.com/practice-exams