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You're reading from  Creating Actionable Insights Using CRM Analytics

Product typeBook
Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
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Author (1)
Mark Tossell
Mark Tossell
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Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
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Common questions answered

As you follow along in this chapter and build your own app, you may encounter some challenges or have questions; four of the most common ones that are faced or asked are outlined next.

Which licenses do I need to build and use CRMA?

CRMA requires either Einstein Analytics Growth (without Discovery) or Einstein Analytics Plus (with Discovery) licenses. Information regarding your user licenses and permission set licenses (PSLs) can be found in Setup, as depicted in the following screenshot:

Figure 2.20 – Locating user license information in Setup

Salesforce auto-assigns an Einstein Analytics Growth permission set license to the user to whom you assign any CRMA permissions in your org. A PSL can also be manually assigned to users. The process of creating and assigning a permission set is detailed in the following steps:

  1. In the Setup menu, under Administration, click Users, then Permission Sets, and then click New...
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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391

Author (1)

author image
Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell