What is CRMA security and how does it work?

Controlling access to information that is surfaced in CRM Analytics is critical in the broader context of data governance and security.

Important Note

Once a field is visible in CRMA, there is no way that you can prevent someone from seeing its data. Anyone who has access to the dataset has access to all fields, as opposed to Salesforce, where you have field-level security.

The CRMA administrator has four security tools at his or her disposal:

• Salesforce Data Access: The administrator can configure permissions on Salesforce fields and objects to implement field-level and object-level security, which means that access to Salesforce data can be controlled. For example, access to sensitive, personal information can be restricted at the ingestion level to prevent this data from being loaded into CRMA.
• CRMA App-Level Security: When you assign manager access to users, app owners, and administrators, they will be able to...