Set Up Tableau CRM Apps
What Are Tableau CRM Apps?
Nice work! You've given your org access to Tableau CRM. But you’re not quite done. Your boss also wants people to use the Sales Analytics app, since it provides useful prebuilt dashboards. Luckily, Sales Analytics app setup is very similar to the setup for Tableau CRM. In fact, all Tableau CRM apps have a similar setup process.
Tableau CRM apps tell easy-to-follow stories through interactive, ready-made dashboards that give you a visual summary of your Salesforce data. Think of a Tableau CRM app as being built on top of Tableau CRM. All the work to create a really useful dashboard—all the queries, design work, faceting, making everything look good—has already been done for you!
The Sales Analytics app uses data from Sales Cloud to tell your company’s sales story. Service Analytics does the same with your Service Cloud data. And Event Monitoring Analytics pulls data from Salesforce event logs.
These apps use data you already have in Salesforce to show you the state of your business. Tableau CRM apps can help you turn that data into smarter actions to accelerate new business.
Permission Sets Licenses and Permissions Sets: Take Two
Remember, a permission set license (PSL) is like a passport that grants you the right to travel, and a permission set is like a visa that lets you enter a particular country. Just like you need both a PSL and a permission set for Tableau CRM, you also need both for Tableau CRM apps. Each Tableau CRM app has at least one PSL.
Purchase a Tableau CRM license, then follow either the quick or custom permissions process—just like when you first set up Tableau CRM permissions. Remember, with custom, you assign a PSL, create a permission set based on specific system permissions enabled by the PSL, then assign the permission set to users. Using the quick process, you assign a user a default permission set which contains a preselected set of permissions, and that automatically assigns a PSL.
The steps are the same as for Tableau CRM, except you select different PSLs or permission sets—the ones specifically for apps. We’ll take you through the custom process next.
Start Custom Permission Process: Assign an Apps PSL
- From Setup, enter
Usersin the Quick Find box, then select Users.
- Find your user—for example, Laura Garza—in the list and click the username. (Be sure to click the username, not Edit.)
- In the user’s page, hover over Permission Set License Assignments, then click Edit Assignments.
- In this example, we’re working with Sales Analytics, so select the "Sales Analytics Apps" permission set license checkbox and click Save.
Well done! That wasn’t so hard, was it?
Each prebuilt Tableau CRM app has its own PSL. When you set up permissions for those apps, select the right PSL. For Service Analytics, select “Service Analytics Apps.” For Event Monitoring, select “Event Monitoring Analytics Apps,” and so on.
Create a Permission Set and Add Permissions to It
- From Setup, enter
Permission Setsin the Quick Find box, then select Permissions Sets.
- Click New. Jump back to the Set Up Analytics Permissions unit if any of this looks unfamiliar.
- Enter a label for your permission set. For example, if you’re adding Laura Garza or other sales managers who only need view access to the Tableau CRM app, type View Tableau CRM App. Entering a label automatically creates the API name as well. Don’t change the default value (--None--) in the User License field. Selecting any other value can cause problems.
- Click Save.
- Now let’s add the right user permissions to the set. Scroll to the bottom of the permission set details page and click System Permissions.
- Click Edit.
- Select the permission that enables access to the Sales Analytics app: Use Tableau CRM Templated Apps.
- Click Save.
- Click Save to confirm Permission Changes.
If you create permission sets for users of a prebuilt Tableau CRM app that requires separate permissions, select the user permission specific to that app. For example, to set up user permissions for Event Monitoring Analytics, select the ”Access Event Monitoring Analytics Templates and Apps” permission.
You created a permission set that lets your users view the Sales Analytics app. Only one last task to wrap everything up.
Assign Permission Sets
- On the View Analytics App permission set detail page, click Manage Assignments.
- Click Add Assignments.
- Select the checkbox next to Laura Garza’s name. You can also select any other users you want to include.
- Click Assign, then click Done.
That’s it! You’ve completed the custom process and your users now have permissions to use the Tableau CRM app.
we mentioned, this process of creating and assigning a PSL, then creating and assigning a permission set is typical of Tableau CRM and Tableau CRM apps. Some apps require other steps or wizards to configure particular features. And of course, if an app works with specific Salesforce data, it needs access to those objects. The Help documentation can guide you on these specifics.
Apps Basic Permission Setup
- In Setup, go to the Users section and click Users.
- Open Laura Garza’s page by clicking her name.
- Hover over Permission Set Assignments just underneath her name at upper left.
- Click Edit Assignments to see the available permission sets. Notice that there are two for Sales Analytics. Before you assign a permission set, go to the Permission Sets section in Setup and open each permission set to see what permissions they include. That’s because security is important! You don’t want to give users permissions they shouldn’t have. We won’t do this now, because we just looked at it during the Tableau CRM User setup process.
- Select Sales Analytics Admin to give Laura complete all the permissions she needs to create and manage the app. (During the custom procedure, you gave her the ability to view the app.)
- Click Add, and click Save.
As we mentioned, both the custom and quick processes of assigning permissions is typical of Tableau CRM and Tableau CRM apps. Some apps require other steps or wizards to configure particular features. And of course, if an app works with specific Salesforce data, it needs access to those objects. The Help documentation can guide you on these specifics.