Admin/Configuration17% of the exam
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.
Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.
~8 min read · 13 practice questions ·
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
Row allocation by licence
- Detail
- Growth 100 million, Plus 10 billion; Extra Data Rows adds 100 million
Plus versus Growth
- Detail
- Plus adds Einstein Discovery and Einstein Discovery for Reports
Assigning a CRM Analytics permission set
- Detail
- Auto-assigns the platform PSL
Custom set with License --None--
- Detail
- Assign the PSL to users manually before adding them
View CRM Analytics pattern
- Detail
- Use CRM Analytics plus Upload External Data to CRM Analytics
Selecting any CRM Analytics permission
- Detail
- Also enables Use CRM Analytics
Manage CRM Analytics Private Assets
- Detail
- In no packaged permission set; add it manually
Editions
- Detail
- Add-on for Enterprise, Performance, Unlimited and Developer
Created on enable
- Detail
- Analytics Cloud Integration User and Security User; never delete or freeze
Disable then re-enable
- Detail
- Permissions removed, schedules stop, assets kept, no automatic restore
Experience Cloud site users
- Detail
- CRM Analytics for Communities PSL
Sources for this section (6)
- CRM Analytics Limitshelp.salesforce.com (opens in a new tab)
- Platform Licenses and Permission Setshelp.salesforce.com (opens in a new tab)
- Assign Permission Setshelp.salesforce.com (opens in a new tab)
- Enable and Create Permission Setshelp.salesforce.com (opens in a new tab)
- PSLs and User Permissionshelp.salesforce.com (opens in a new tab)
- Prerequisites and Irreversible Effectshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the CRM Analytics and Einstein Discovery Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 26 lessons of the CRM Analytics and Einstein Discovery Consultant guide, with reading progress
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