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Set Up Analytics Apps

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe what a Analytics app is.
  • Set up and assign an Analytics app PSL and permission set.

What Are Analytics Apps?

Nice work! You've given your org access to Analytics. 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 Analytics. In fact, all Analytics apps have a similar setup process.

Analytics apps tell easy-to-follow stories through interactive, ready-made dashboards that give you a visual summary of your Salesforce data. Think of an Analytics app as being built on top of Analytics. 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. Analytics 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 Analytics, you also need both for Analytics apps. Each Analytics app has at least one PSL.

Purchase an Analytics license, then follow either the basic or custom permissions process—just like when you first set up Analytics 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. With basic, 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 Analytics, 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

Remember, with the custom permission setup process, first assign a PSL, this time for Analytics apps. In this example, we’ll look at the Sales Analytics app, which uses the Sales Analytics Apps PSL.
  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Find your user—for example, Laura Garza—in the list and click the username. (Be sure to click the username, not Edit.)
  3. In the user’s page, hover over Permission Set License Assignments, then click Edit Assignments.
  4. In this example, we’re working with Sales Analytics, so select the "Sales Analytics Apps" permission set license checkbox and click Save.Setup link

Well done! That wasn’t so hard, was it?

Each prebuilt Analytics 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.

Note

Note

In your Developer Edition org, you have a limited number of users. Those limits don’t apply to your company’s production org. In that org, follow these steps for everyone who wants to use Analytics apps. You can select many users at once when assigning permissions.

Create a Permission Set and Add Permissions to It

The next step in the custom process is to create a permission set (say, for sales managers) and assign it to a user. In your production org, you can do this for some or all users at once, just by checking all that apply.
  1. From Setup, enter Permission Sets in the Quick Find box, then select Permissions Sets.
  2. Click New. Jump back to the Set Up Analytics Permissions unit if any of this looks unfamiliar.
  3. 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 Analytics app, type View Analytics App. Entering a label automatically creates the API name as well.
    Warning

    Warning

    Don’t change the default value (--None--) in the User License field. Selecting any other value can cause problems.

  4. Click Save.
  5. 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. Page shows the System Permissions section.
  6. Click Edit.
  7. Select the permissions that give view-only access to the Sales Analytics app: Access Sales Cloud Analytics Templates and Apps and Use Analytics Templated Apps.
  8. Click Save.

If you create permission sets for users of another prebuilt Analytics app, select the user permission specific to that app. For example, to set up user permissions for Service Analytics, select the ”Access Service Cloud 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

Your new permission set includes all the appropriate permissions. Now, take the final step in the custom process and assign it to your users. If you’re not on the detail page for your new View Analytics App permission set, navigate back there.
  1. On the View Analytics App permission set detail page, click Manage Assignments.
  2. Click Add Assignments.
  3. Select the checkbox next to Laura Garza’s name. You can also select any other users you want to include.
  4. Click Assign, then click Done.Setup link

That’s it! You’ve completed the custom process and your users now have permissions to use the Analytics app.

As we mentioned, this process of creating and assigning a PSL, then creating and assigning a permission set is typical of Analytics and Analytics apps. Some Analytics 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

You can also use the quicker basic permissions process with apps. Here’s a quick run through:
  1. In Setup, go to the Users section and click Users.
  2. Open Laura Garza’s page by clicking her name.
  3. Hover over Permission Set Assignments just underneath her name at upper left.
  4. Click Edit Assignments to see the available permission sets. Notice that there are two for Sales Analytics.Permission Set Assignment page showing available permission sets, with default sets for Sales Analytics circled.
  5. Note

    Note

    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 matters! You don’t want to give users permissions they shouldn’t have. We don’t do this here, since we just looked at during the Analytics platform 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 basic processes of assigning permissions is typical of Analytics and Analytics apps. Some Analytics 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.

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