Analytics Platform Setup Guide

Salesforce, Summer ’23

PREVIEW

Note: This release is in preview. Features described in this document don’t become generally available
until the latest general availability date that Salesforce announces for this release. Before then, and where @salesforcedocs
features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within Last updated: April 21, 2023
any particular time frame or at all. Make your purchase decisions only on the basis of generally available
products and features.
© Copyright 2000–2023 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., as are other

names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS

ANALYTICS PLATFORM SETUP GUIDE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Set Up the CRM Analytics Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
CRM Analytics Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
CRM Analytics Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
ANALYTICS PLATFORM SETUP GUIDE

Set Up the CRM Analytics Platform

Set up your organization to use CRM Analytics and assign basic permission sets or create and assign
EDITIONS
your own custom permission sets.
The information here describes how to set up your organization to use CRM Analytics and CRM Available in Salesforce
Analytics templated apps and Apps. Classic and Lightning
Experience.

SEE ALSO: Available with CRM

Set Up the Analytics Platform with Licenses Purchased Before October 20, 2015 Analytics, which is available
for an extra cost in
Migrating From CRM Analytics Licenses Purchased Before 10/20/2015 to New CRM Analytics
Enterprise, Performance,
Platform Licenses and Unlimited Editions. Also
available in Developer
Edition.
Learn About CRM Analytics Platform Licenses and
Permission Sets
Introduce yourself to CRM Analytics setup fundamentals, which apply to both basic and advanced setup procedures.
Each CRM Analytics Growth and CRM Analytics Plus license is a single-user license that provides access to CRM Analytics. The license
limits your instance of the CRM Analytics to 1 billion rows of data. If you require more data, you can purchase CRM Analytics - Additional
Data Rows, which entitles you to 100 million more rows.

Important:
• CRM Analytics license data storage limits are contractual, not technical. Licensee agrees to strictly monitor its total number of
data rows.
• If you purchased an CRM Analytics Growth license before October 20, 2015 with Analytics Cloud Builder or Analytics Cloud
Explorer permission set licenses: Read Set up the CRM Analytics Platform With Licenses Purchased Before October 20, 2015. If
you’re migrating users from Builder or Explorer licenses to the new CRM Analytics Growth license: See Migrating From CRM
Analytics Licenses Purchased Before 10/20/2015 to New CRM Analytics Platform Licenses before you start the setup process
for those users.
• If you disable CRM Analytics, user permissions are removed from each defined permission set. If you re-enable CRM Analytics
later, you must define the permission sets again.

CRM Analytics License Permission Sets

The CRM Analytics Growth license includes two prebuilt permission sets:
• CRM Analytics Growth Admin enables all permissions required to administer the CRM Analytics platform, including permissions
to create and manage CRM Analytics templated apps and Apps.
• CRM Analytics Growth User enables all permissions required to use the CRM Analytics platform and CRM Analytics templated
apps and Apps.
The CRM Analytics Plus license includes two prebuilt permission sets:

1
Analytics Platform Setup Guide Learn About Internal Analytics Users

• CRM Analytics Plus Admin enables all permissions required to administer the CRM Analytics platform and Einstein Discovery,
including permissions to create and manage CRM Analytics templated apps and Apps.
• CRM Analytics Plus User enables all permissions required to use the CRM Analytics platform, Einstein Discovery, and CRM Analytics
templated apps and Apps.
Basic setup involves choosing and assigning the prebuilt permission sets. To create your own custom CRM Analytics permission sets,
use advanced setup.
When you assign any CRM Analytics permission set to users in your org, Salesforce auto-assigns the CRM Analytics Growth permission
set license to that user.

Note: For efficiency, you can assign a permission set to groups of users. You can also assign multiple permission sets to a user.

You can assign a CRM Analytics permission set license along with any of the following Salesforce user licenses:
• Lightning Platform (app subscription)
• Lightning Platform (one app)
• Full CRM
• Salesforce Platform
• Salesforce Platform One

Learn About Internal Analytics Users

Analytics uses internal users, Integration User and Security User, to access Salesforce data, preview data in Data Prep recipes, and enforce
row-level security on datasets.
Analytics uses the permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow or recipe job
runs. Because the Integration User has View All Data access, consider restricting access to particular objects and fields that contain
sensitive data. If the dataflow or recipe is configured to extract data from an object or field on which the Integration User does not have
permission, the job fails. The Integration User permissions restrict the data extracted from Salesforce only—they don’t affect access to
the data in datasets. To restrict user access to data in datasets, set up row-level security.
To enable the interactive preview in recipes, Data Prep uses the Security User. When a user previews the results of a recipe, Data Prep
shows only the results that the logged-in user has permission to access. The permissions of the Security User don’t affect the data shown
in the preview.
When you query a dataset that has row-level security based on the Salesforce User object, Analytics uses the permissions of the Security
User to access the User object and its fields. The Security User must have at least read permission on each User object field included in
a predicate. (A predicate is a filter condition that defines row-level security for a dataset.) By default, the Security User has read permission
on all standard fields of the User object. If the predicate is based on a custom field, then grant the Security User read access on the field.
If the Security User does not have read access on all User object fields included in a predicate expression, an error appears when you try
to query the dataset using that predicate.

Important: Because Analytics requires the Integration User and Security User to access Salesforce data and preview recipe changes
to data, do not delete either of these users.

SEE ALSO:
Control Access to Salesforce Objects and Fields
Set Up Dataset Security to Control Access to Rows

2
Analytics Platform Setup Guide Basic CRM Analytics Platform Setup

Basic CRM Analytics Platform Setup

Follow these few steps to give users in your organization access to CRM Analytics platform, templates, and apps quickly. Basic setup
uses permission sets included with the CRM Analytics Plus or CRM Analytics Growth licenses, which cover the majority of most organizations’
analytics needs.

Set Up the CRM Analytics Admin

1. In Salesforce Setup, select Users.
2. Select Permission Sets.
3. Select one of the following prebuilt permission sets that is on your org.
• CRM Analytics Growth Admin enables all permissions required to administer the CRM Analytics platform, including permissions
to create and manage creating CRM Analytics templated apps and Apps.
• CRM Analytics Plus Admin enables all permissions required to administer the CRM Analytics platform and Einstein Discovery,
including permissions to create and manage CRM Analytics templated apps and Apps.
That opens the page for the selected permission set.

4. Click Manage Assignments.

5. Click Add Assignments.
6. Select the CRM Analytics admin user by checking the box next to their name in the left-hand column.
7. Click Assign.
You see a page that tells you if the permission set has been assigned. If permission set didn’t succeed for one or more users, Salesforce
tells you why. You can fix the problem and try again.

Enable CRM Analytics

1. Go to Salesforce Setup and enter Analytics in the Quick Find / Search field.
2. Select Getting Started.
3. Click Enable CRM Analytics.

Select and Assign User Permission Sets

1. In Salesforce Setup, select Users.
2. Select Permission Sets.
3. Select one of the following prebuilt permission sets that is on your org.
• CRM Analytics Growth User enables all permissions required to use the CRM Analytics platform and CRM Analytics templated
apps and Apps.
• CRM Analytics Plus User enables all permissions required to use the CRM Analytics platform, Einstein Discovery, and CRM
Analytics templated apps and Apps
That opens the page for the selected permission set.

4. Click Manage Assignments. The next page shows the users already assigned the selected permission set.
5. To see all the users in your org click Add Assignments.
6. Select one or more users by checking the box next to their name in the left-hand column.

3
Analytics Platform Setup Guide Advanced CRM Analytics Platform Setup

7. Click Assign.
You see a page that tells you if the permission set has been assigned. If permission set didn’t succeed for one or more users, Salesforce
tells you why. You can fix the problem and try again.

Advanced CRM Analytics Platform Setup

Follow these steps to learn the details of CRM Analytics permissions and to create and assign your own custom permission sets.

Tip: For best results, follow the steps in the order shown.

Learn About CRM Analytics Permission Set Licenses and User Permissions
When you create your own CRM Analytics permission sets, you start by selecting the CRM Analytics Growth permission set license instead
of using the prebuilt permission sets. The permission set license includes the user permissions required to explore data with and manage
the CRM Analytics platform.
• Each CRM Analytics platform user needs a CRM Analytics Growth permission set license to use the CRM Analytics platform. Creating
a permission set and assigning it to a user auto-assigns the CRM Analytics platform permission set license to that user. You can also
manually assign permission set licenses to users.
• Experience Cloud site users need a CRM Analytics for Communities permission set license to view CRM Analytics apps shared via
dashboards embedded in sites or Visualforce pages.
The CRM Analytics Growth permission set license enables the following permissions, except Manage CRM Analytics Private Assets.

User Permission What It Enables

Access Analytics SAQL Editor (Pilot Feature) This user permission is no longer used and will be removed in a future release.

Add CRM Analytics Remote Connections Add connections to access data from external data sources.

Adoption Analytics Templates and Apps Create and use apps based on the Adoption Analytics template.

Create CRM Analytics Apps Create, edit, delete, and share CRM Analytics applications.

Create and Edit CRM Analytics Dashboards Create, edit, and delete CRM Analytics dashboards.

Download CRM Analytics Data Download screenshots and data in tabular format through the CRM Analytics
user interface.

Edit CRM Analytics Dataflows Edit, delete, and use remote connections; add and remove connected objects;
run and schedule data sync; create, edit, delete, run, schedule, and monitor
dataflows and recipes. Use discretion when assigning this user permission
because it enables access to all Salesforce object data to which the Integration
User has access. See Salesforce Data Access in CRM Analytics.

Edit Dataset Recipes Create, edit, and run recipes to create datasets. Monitor dataflow and system
jobs in the monitor. Doesn’t enable editing security predicates in existing
recipes.

Manage CRM Analytics Private Assets Delete datasets from another user’s My Private App. See Delete a Dataset.

Note: This user permission isn’t included in any of the packaged

permission sets. You have to manually assign it to a permission set. To

4
Analytics Platform Setup Guide Advanced CRM Analytics Platform Setup

add this user permission to a permission set in a Sandbox org, the

permission set can’t have a license assigned to it.

If a license is assigned to the permission set, the Manage CRM Analytics

Private Assets user permission doesn’t appear when adding user
permissions to permission set.

Manage CRM Analytics Access all CRM Analytics features. Provides CRM Analytics administrator-level
capabilities.

Manage CRM Analytics Custom Maps Add, edit, and delete maps, and upload geoJSON files.

Manage CRM Analytics Templated Apps Create and manage apps based on CRM Analytics Templates. Edit CRM Analytics
dataflows. Edit recipes. Monitor dataflow and system jobs in the monitor. Some
templates require extra permissions. See the help for each template.

Trend Report Data in CRM Analytics Trend the data of a report with a CRM Analytics dataflow.

Upload External Data to CRM Analytics Upload external data to CRM Analytics to create a dataset. Monitor dataflow
and system jobs in the monitor.

Use CRM Analytics Open CRM Analytics; run CRM Analytics apps to which you have access; view
their datasets, lenses, and dashboards; and create and edit lenses.

Use CRM Analytics Templated Apps Use apps based on CRM Analytics Templates. Can also create, edit, and delete
CRM Analytics dashboards. Some templates require extra permissions. See the
help for each template.

You create your own permission sets based on these permissions.

Note: When you create permission sets for CRM Analytics users, selecting any CRM Analytics permission automatically enables
the “Use CRM Analytics” permission as well. Also, the type of access granted on an app controls the actions that can be performed
on its datasets, lenses, and dashboards. For example, if a user has the “Use CRM Analytics” permission, the user must also have
Viewer access on an app to view its datasets, lenses, and dashboards.
The CRM Analytics for Communities permission set license enables the “View CRM Analytics on Experience Cloud pages” permission.
That permission enables external users to view CRM Analytics dashboards embedded in their Experience Cloud sites. See Enable CRM
Analytics for Experience Cloud Sites on page 9.

5
Analytics Platform Setup Guide Advanced CRM Analytics Platform Setup

Identify CRM Analytics Platform User Types

Identifying types of CRM Analytics platform users helps assure that custom permission sets meet
EDITIONS
your team’s analytics needs.
The CRM Analytics Growth license includes the permissions that enable users in your organization Available in Salesforce
to import, work with, and explore data using the CRM Analytics platform. The license also includes Classic and Lightning
permissions that let administrators manage CRM Analytics. To set up CRM Analytics in the most Experience.
useful way, think through the different ways people access CRM Analytics features and categorize
Available with CRM
them into user types. Here are a few examples. Analytics, which is available
Most people on your team fall into two basic categories: for an extra cost in
Enterprise, Performance,
• Users, who view CRM Analytics dashboards, lenses, and datasets and occasionally import data
and Unlimited Editions. Also
to CRM Analytics.
available in Developer
• Administrators or managers, who access to the full range of CRM Analytics functionality to Edition.
create apps, dashboards, lenses, and datasets, edit data, and otherwise customize the CRM
Analytics experience.
Accordingly, when you set up the CRM Analytics platform, creating two basic permission sets can meet the needs of most of your
organization:
• A “view” permission set that contains the permissions needed by most basic-level users when they access CRM Analytics.
• A “manage” permission set that’s reserved for a select few administrators and managers and contains permissions to use all CRM
Analytics features
You can set up CRM Analytics however you want, defining other user types and permissions sets based on the needs of users in your
organization. For example, you can create a “superuser” permission set for users who create and share apps and dashboards. Or, a “data
wizard” permission set would enable other users to work closely with datasets.
We focus on two main types of people on your team -- users and administrators -- in the example permission sets we describe in our
detailed setup instructions.

Enable CRM Analytics and Create Permission Sets

After identifying user types, create your permission sets then enable CRM Analytics in your org.
Create Permission Sets
Create permission sets made up of CRM Analytics user permissions. We show you how to create two permission sets:
• Manage CRM Analytics permission set, for users who administer CRM Analytics.
• View CRM Analytics permission set, for users who explore app dashboards and datasets.

Note:
• Customers who purchased CRM Analytics before October 20, 2015: See Set up the CRM Analytics Platform With Licenses
Purchased Before October 20, 2015 before following the instructions here.
• The Manage CRM Analytics permission set enables the equivalent functionality provided by the previous Analytics Builder
license (purchased before October 20, 2015). If you have a Builder license or you’re migrating to the current CRM Analytics
platform license, follow these steps to create a permission set with the same functionality.
• The View CRM Analytics permission set enables the equivalent functionality provided by the previous CRM Analytics Explorer
license (purchased before October 20, 2015). If you have an Explorer license or you’re migrating to the current CRM Analytics
platform license, follow these steps to create a permission set with the same functionality.

1. In the Setup menu, click Users | Permission Sets and then click New.

6
Analytics Platform Setup Guide Advanced CRM Analytics Platform Setup

2. Enter Manage CRM Analytics or View CRM Analytics in the Label field, as appropriate. This automatically creates
the API name as well. You can change it if you like, but it can’t include spaces, end with an underscore, or have two consecutive
underscores.
3. For License, select the license to associate with this permission set.

When you select a specific permission set license, any user assigned to the permission set is auto-assigned the permission set license.
If you select --None--, you must manually assign the permission set license to users before you can add them to the new permission
set.

4. Click Save. The Permission Set Overview page shows the new permission set. Now add user permissions to the set.
5. Click System Permissions to open the list of user permissions enabled by the CRM Analytics license. Then click Edit.
6. Do one of the following.
• If you're creating the Manage CRM Analytics permission set, select "Manage CRM Analytics" user permissions and click Save
then Save again to confirm settings. You’ve successfully created a permission set that enables access to all CRM Analytics features.
You don’t have to select any of the other individual permissions. Assign this permission set sparingly because it provides access
to all CRM Analytics features, many of which are inappropriate for most analytics users.
• If you're creating the View CRM Analytics permission set, select "Use CRM Analytics" and "Upload External Data to CRM Analytics"
user permissions and click Save. You’ve successfully created a permission set that enables a user to view the CRM Analytics
datasets, lenses, and dashboards that they have permission to view, and to upload data files from outside Salesforce.

7. You can now assign your new permission set to users, which is covered in Assign Permission Sets to Users. Repeat these steps for
every user in your organization who requires access to CRM Analytics.
8. Enable CRM Analytics
a. Go to Salesforce Setup and enter Analytics in the Quick Find / Search field.
b. Select Getting Started.
c. Click Enable CRM Analytics.

7
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Assign CRM Analytics Permission Sets to Users

Assign custom permission sets to one or more users—either one at a time, or in bulk—to give
USER PERMISSIONS
them access to CRM Analytics functionality.
1. In the Setup menu, click Users | Permission Sets and then click New. To assign a permission set
to users:
2. Click the permission set you want to assign to users. If you’ve followed the instructions in Enable • Assign Permission Sets
CRM Analytics and Create Service Analytics Permission Sets on page 6, select either the
Manage CRM Analytics or View CRM Analytics permission sets.
3. Click Manage Assignments and click Add Assignments.
4. Select the users who need access to CRM Analytics, and click Done. When you assign the permission set to users, Salesforce
auto-assigns the CRM Analytics Cloud - CRM Analytics Platform permission set license to those users.
Assign the Manage CRM Analytics permission set sparingly, since it provides access to all CRM Analytics features. Assign it only to users
who administer or manage the CRM Analytics platform.

Complete Setting up the CRM Analytics Platform

After assigning permission sets with either basic or advanced setup, follow these optional procedures to enhance the CRM Analytics
experience and fine-tune CRM Analytics access to Salesforce data.

Enable Previews for All Assets

Make it easier for users to browse analytics assets in collections. Replace generic icons with preview
EDITIONS
thumbnails of your CRM Analytics contents and Lightning reports and dashboards, including those
that have row-level security restrictions. Available in Salesforce
Asset preview images are generated and refreshed when the asset is saved. Images are generated Classic and Lightning
and refreshed if the image is missing or older than 30 days for users with Edit access to an item. Experience.
Asset previews always appear for CRM Analytics assets with no security predicate. However, a setting
Available with CRM
must be turned on to enable asset previews for all Lightning assets, and CRM Analytics assets that Analytics, which is available
have a security predicate. for an extra cost in
1. CRM Analytics Assets Enterprise, Performance,
and Unlimited Editions. Also
a. From Setup, enter Analytics in the Quick Find box, then select Settings.
available in Developer
b. Select Show preview thumbnails for secure lenses and Edition.
dashboards.
c. Click Save.
USER PERMISSIONS
Important: Even if row-level security applies to the dataset used by a lens or
dashboard, the preview thumbnail could expose data from restricted rows. Row-level To modify settings:
security restrictions take effect only after you’ve clicked through to the lens or • Manage CRM Analytics
dashboard.

2. Lightning Assets
a. From Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
b. Select Show preview thumbnails for reports and Lightning dashboards.
c. Click Save.

8
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Enable CRM Analytics for Experience Cloud Sites

Securely share CRM Analytics apps with Experience Cloud site partner and customer users.
EDITIONS
Note: Only users with a Customer Community Plus, Partner Community, or Lightning External
Apps Plus license can use this feature. This feature is supported in sites but not in portals. Available in Salesforce
Classic and Lightning
To enable CRM Analytics for sharing in Experience Cloud sites, complete the following steps. Experience.
1. From Setup, enter Analytics in the Quick Find box, then select Settings. Select
Available for an extra cost in
Share Analytics with Communities.
Enterprise, Performance,
2. In Setup, assign your community members the CRM Analytics for Communities permission set and Unlimited Editions. Also
license. available in: Developer
Edition
3. In Setup, create a permission set that includes the View CRM Analytics on Experience Cloud
pages permission and assign it to your community members.
4. Continue setting up CRM Analytics for Communities with Step 2 in Share CRM Analytics in USER PERMISSIONS
Experience Cloud Sites.
To modify settings:
• Manage CRM Analytics
To view CRM Analytics
dashboards and lenses:
• View CRM Analytics on
Experience Cloud pages

Enable Conversational Exploration

Quickly query and visualize data in guided, natural language conversations.
EDITIONS
To set up CRM Analytics to explore data using conversations, complete the following steps.
Available in: Salesforce
1. From Setup, enter Analytics in the Quick Find box, then select Settings.
Classic and Lightning
2. Select Enable Conversational Exploration. Experience.
3. Click Save. Available for an extra cost
in: Enterprise, Performance,
and Unlimited Editions. Also
available in: Developer
Edition

USER PERMISSIONS

To view visualizations:
• Use CRM Analytics

9
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Enable the CRM Analytics REST API

You can access CRM Analytics datasets and lenses programmatically using the CRM Analytics REST
EDITIONS
API. Selecting this option overrides the "APIEnabled" permission for individual users and gives all
CRM Analytics users (including Experience Cloud sites users) access to the API. Available in Salesforce
1. From Setup, enter Analytics in the Quick Find box, then select Settings. Classic and Lightning
Experience.
2. Select Grant all users access to Wave API.
3. Click Save. Available with CRM
Analytics, which is available
For complete information about the API, see the CRM Analytics REST API Developer Guide. for an extra cost in
Enterprise, Performance,
and Unlimited Editions. Also
available in Developer
Edition.

USER PERMISSIONS

To modify settings:
• Manage CRM Analytics

Enable Dashboard Views

Enable this feature to allow each CRM Analytics user to create their own unique views of a dashboard.
EDITIONS
By default, this feature is enabled for your org. If the feature is disabled and you re-enable it, all
previously created views are available. Available in Salesforce
1. From Setup, enter Analytics in the Quick Find box, then select Settings. Classic and Lightning
Experience.
2. Select Enable dashboard saved views, and then click Save.
Available with CRM
Analytics, which is available
for an extra cost in
Enterprise, Performance,
and Unlimited Editions. Also
available in Developer
Edition.

10
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Enable Annotations on Dashboard Widgets

Annotate dashboard widgets with comments posted in the dashboard and in Chatter.
EDITIONS
To enable annotations, complete the following steps.
Available in Salesforce
1. From Setup, enter Feed Tracking in the Quick Find box, and then select Feed
Classic and Lightning
Tracking under Chatter.
Experience.
2. Scroll down and select Analytics Asset.
Available with CRM
3. Select Enable Feed Tracking. Analytics, which is available
4. Click Save. for an extra cost in
Enterprise, Performance,
and Unlimited Editions. Also
available in Developer
Edition.

USER PERMISSIONS

To modify settings:
• Manage CRM Analytics

Enable Downloading Data from CRM Analytics

Enable users to download the results from lens explorations and dashboard widgets as Microsoft®
EDITIONS
Excel® (.xls) or comma-separated values (.csv) files. Enable users to subscribe to tables and
receive email with the table data in attached .csv files. Available in Salesforce
To set up users to download data from CRM Analytics, complete the following steps. Classic and Lightning
Experience.
1. From Setup, enter Users in the Quick Find box, and then select Permission Sets.
2. Select the CRM Analytics permission set where you want to add the permission, and click Edit. Available with CRM
Analytics, which is available
3. Select System Permissions. for an extra cost in
4. Select Download CRM Analytics Data. Enterprise, Performance,
and Unlimited Editions. Also
5. Click Save. available in Developer
Note: Complete dashboards can be downloaded only as images. Edition.

Note: To subscribe to tables and receive email with table data in attached .csv files, users
need both the Download CRM Analytics Data and the Subscribe to CRM Analytics Assets USER PERMISSIONS
permissions.
To modify settings:
• Manage CRM Analytics

11
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Connected App for CRM Analytics on Mobile

Install the CRM Analytics App Package to allow your mobile clients to easily connect to your org.
EDITIONS
This package contains the Connected App component that gives you control over who’s logging
in and how your mobile clients share images and links. Available in Salesforce
1. While logged in as an admin, navigate to: Classic and Lightning
Experience.
Production
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000cHCH Available with CRM
Sandbox Analytics, which is available
for an extra cost in
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000cHCH
Enterprise, Performance,
2. Select Install for All Users. and Unlimited Editions. Also
available in Developer
If you install the Connected App only for certain roles, then only those clients are subject to
Edition.
your policies.

3. Click Done, then click the Salesforce Analytics App Package and then View Components.
USER PERMISSIONS
4. Select iOS or Android. To configure policies and other settings, click Edit. When you’re finished,
save your changes. To install and configure
For more information about Connected App settings, see Edit a Connected App. Connected App:
• Manage CRM Analytics
5. If you want to disable sharing options for mobile users, click New in the Custom Attributes
section.
All sharing options are enabled by default. To disable an option, add its attribute key and enter “false” for the attribute value.
See the table for the supported attribute keys.

Attribute Key Mobile clients can Mobile Device

CACHE_QUERY_RESULTS Store query cache results to disk iOS

OFFLINE_BETA Store data for offline access iOS

SHARE_IMAGE_AIRDROP Share images via AirDrop iOS

SHARE_IMAGE_CAMERAROLL Share images to Camera Roll iOS

SHARE_IMAGE_OPEN Share images to other apps and activities iOS

SHARE_IMAGE_S1 Share images to Salesforce iOS

SHARE_IMAGE_EMAIL Share images via email iOS

SHARE_LINK_NFC Share links via Near Field Communication Android

(NFC)

SHARE_LINK_BLUETOOTH Share links via Bluetooth Android

SHARE_LINK_AIRDROP Share links via AirDrop iOS

SHARE_LINK_CLIPBOARD Share links to Clipboard iOS and Android

SHARE_LINK_S1 Share links to Salesforce iOS and Android

SHARE_LINK_EMAIL Share links via email iOS and Android

12
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Attribute Key Mobile clients can Mobile Device

SPOTLIGHT_SEARCH See CRM Analytics assets in Spotlight iOS
search results

Note: To apply custom attributes to connected users, you can revoke them and ask them to reconnect.

6. To view and control how mobile clients connect to your CRM Analytics-enabled org, from Setup, in the Quick Find box, enter
Connected Apps, and then select Connect Apps OAuth Usage.
You can block user sessions, revoke individual users, and drill in to user details. For more information, see Monitoring Usage for a
Connected App.

Note: For certificate-based authentication, users must set their desktop browsers to allow cookies.

For extra security, use Mobile Device Management (MDM) with the option to show only authorized hosts. The "OnlyShowAuthorizedHosts"
key allows you to hide the “Add New Account” plus sign in the mobile app. For more information, see Using MDM with Salesforce Mobile
SDK Apps.

CRM Analytics Security Implementation Guide

CRM Analytics has different levels of security that your organization can implement to ensure that the right user has access to the right
data.

• The administrator can implement object-level and field-level security to control access to Salesforce data. For example, the administrator
can restrict access to prevent the dataflow from loading sensitive Salesforce data into datasets. This document describes how CRM
Analytics uses object-level and field-level security on Salesforce data and how to configure permissions on Salesforce objects and
fields.
• Dataset owners can implement row-level security on each dataset that they create to restrict access to it’s records. If a dataset does
not have row-level security, users who have access to the dataset can view all records. This document describes how to configure
row-level security on datasets and provides some sample implementations based on datasets created from Salesforce data and
external data.
• App owners, administrators, and users granted manager access to an app control access to datasets, lenses, and dashboards within
apps. This document describes the different levels of access for apps and how to share datasets, lenses, dashboards in an app with
other users.

13
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Note: CRM Analytics supports security predicates, a robust row-level security feature that enables you to model many different
types of access controls on datasets. Also, CRM Analytics supports sharing inheritance, to synchronize with sharing that’s
configured in Salesforce, subject to certain limitations. If you use sharing inheritance, you must also set a security predicate to
take over in situations when sharing settings can’t be honored.

For complete information about implementing CRM Analytics security, see CRM Analytics Security Implementation Guide.

Salesforce Data Access in CRM Analytics

CRM Analytics requires access to Salesforce data when extracting the data and also when the data is used as part of row-level security.
CRM Analytics gains access to Salesforce data based on permissions of two internal CRM Analytics users: Integration User and Security
User.
CRM Analytics uses the permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow job runs.
Because the Integration User has View All Data access, consider restricting access to particular objects and fields that contain sensitive
data. If the dataflow is configured to extract data from an object or field on which the Integration User does not have permission, the
dataflow job fails.
When you query a dataset that has row-level security based on the User object, CRM Analytics uses the permissions of the Security User
to access the User object and its fields. The Security User must have at least read permission on each User object field included in a
predicate. A predicate is a filter condition that defines row-level security for a dataset. By default, the Security User has read permission
on all standard fields of the User object. If the predicate is based on a custom field, then grant the Security User read access on the field.
If the Security User does not have read access on all User object fields included in a predicate expression, an error appears when you try
to query the dataset using that predicate.

Important: Because CRM Analytics requires the Integration User and Security User to access Salesforce data, do not delete either
of these users.

Control Access to Salesforce Objects and Fields

CRM Analytics requires access to Salesforce data when extracting the data and also when the data
USER PERMISSIONS
is used as part of row-level security. Configure the permissions of the Integration User on Salesforce
objects and fields to control the dataflow’s access to Salesforce data. Configure the permissions of
To clone a user profile:
the Security User to enable row-level security based on custom fields of the User object.
• Manage Profiles and
When configuring permissions for the Integration User or Security User, make changes to a cloned Permission Sets
version of the user profile.
To edit object permissions:
1. From Setup, enter Profiles in the Quick Find box, then select Profiles, and then
select the user profile. • Manage Profiles and
Permission Sets
For the Integration User, select the Analytics Cloud Integration User profile. For the Security
AND
User, select the Analytics Cloud Security User profile.
Customize Application
2. Click Clone to clone the user profile.
3. Name and save the cloned user profile.
4. Click Object Settings.
5. Click the name of the Salesforce object.
6. Click Edit.
a. To enable permission on the object, select Read in the Object Permissions section.
b. To enable permission on a field of the object, select Read for the field in the Field Permissions section.

14
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

Note: You can’t change the permissions on standard fields of the User object.

7. Save the object settings.

8. Assign the cloned user profile to the Integration User or Security User.
a. From Setup, enter Users in the Quick Find box, then select Users.
b. Select the user to which you want to assign the user profile.
c. Click Edit.
d. In the Profile field, select the user profile.
e. Click Save.

9. Verify that the Integration User or Security User has the right permissions on fields of the objects.

Set Up an Allowlist of Trusted Sites for Embedded CRM Analytics Dashboards

Specify your trusted sites in the CRM Analytics allowlist, you can include embedded CRM Analytics
EDITIONS
dashboards in websites and apps outside of Salesforce servers.
To set up an Analytics allowlist, complete the following steps. Available in Salesforce
Classic and Lightning
1. From Setup, enter Allowlist in the Quick Find box, then select Allowlist under
Experience.
Analytics.
2. On the Allowlist for Embedding Dashboards page, click New. Available with CRM
Analytics, which is available
3. On the Allowed Site Edit page, enter the information for the site you want to add to the CRM for an extra cost in
Analytics allowlist. Enterprise, Performance,
4. Click Save. and Unlimited Editions. Also
available in Developer
Edition.
CRM Analytics Encryption
The CRM Analytics Encryption solution enhances security for Salesforce customers by extending
USER PERMISSIONS
encryption capabilities to the data at rest that is stored on the Salesforce file system.
If digital data is in transit, currently being processed, or stored in memory, that data is considered To modify settings:
to be in use. By contrast, digital data is considered at rest if it is stored physically in persistent storage • Manage CRM Analytics
but is not currently in use. CRM Analytics Encryption is for encrypting registered datasets in CRM
Analytics. To encrypt data at rest and preserve functionality, CRM Analytics Encryption services are
built natively into the CRM Analytics platform. The solution applies strong, probabilistic encryption on data stored at rest. Platform
encryption is based on the Advanced Encryption Standard (AES) with 256-bit keys using CTR mode for every write.
All operations, including sort and group-by, function the same as without encryption (except for key management functions, as noted
in this topic).
How CRM Analytics Encryption Works
As a prerequisite to CRM Analytics Encryption, you must be approved by the CRM Analytics Encryption Product Manager. Your org must
have a Shield Platform Encryption tenant secret. (CRM Analytics Encryption uses PE key management, so it’s not necessary to encrypt
objects and fields in core Salesforce.)
When using CRM Analytics with your encryption-enabled instance, data read from and written to disk is automatically encrypted with
the unique key for your account. For more information about the encryption technology, refer to the Shield Platform Encryption
Architecture white paper. To verify that encryption is enabled, go to the Analytics Settings page in the Setup UI.

15
Analytics Platform Setup Guide Complete Setting up the CRM Analytics Platform

For CRM Analytics Encryption to function properly, you must define IP ranges for the Analytics Cloud Integration and Analytics Cloud
Security user profiles as documented in, Best Practices: Manage Integration and Security Users in CRM Analytics. Also, add designated
Salesforce IPs to your allowlist, Salesforce IP Addresses and Domains to Allow.
Features
Key export, Bring Your Own Key, key rotation, key revocation, and key import are available.
All CRM Analytics features are supported, with the following exceptions:
• Pre-existing data is not encrypted.
• Data that was in CRM Analytics before encryption was enabled is not encrypted.
• If pre-existing data is imported from Salesforce objects through the dataflow, the data becomes encrypted on the next dataflow
run.
• Other pre-existing data (such as CSV data) must be reimported to become encrypted.
• Although pre-existing data is not encrypted, it is still accessible and fully functional in its unencrypted state when encryption is
enabled.
Frequently Asked Questions
Is data encrypted in transit? Yes. However, encryption in transit is different from encryption at rest. This feature covers encryption at
rest.
Can CRM Analytics bring in data encrypted with Shield Platform Encryption? Yes. CRM Analytics reads platform encrypted data
in the same way that any user reads platform encrypted data. The data is then written and encrypted in CRM Analytics. It is not required
that data be encrypted with Shield Platform Encryption to be encrypted in CRM Analytics. It is only required that a Tenant Secret exist
for the org.
Can I mask my data? No. Masking data is not currently available and it does not fall under the CRM Analytics scope.
Are the keys different for Shield Platform Encryption and CRM Analytics Encryption? Yes, although Shield and CRM Analytics
use the same key management technology, they use different keys.
Do mobile dashboards still work with encryption? Yes. All CRM Analytics functionality, including support for mobile devices, works
with encryption enabled. All data stored on mobile (mainly JSON code and thumbnails) is AES 256 encrypted.
Is there any impact on application performance? The CRM Analytics Encryption solution is designed to have at most a minimal
performance impact on your CRM Analytics application experience.

16
Analytics Platform Setup Guide Set Up the Analytics Platform with Licenses Purchased Before
October 20, 2015

Set Up the Analytics Platform with Licenses Purchased Before October

20, 2015
If you purchased an Analytics Cloud Builder or Analytics Cloud Explorer license before October 20, 2015, you can continue to use your
licenses to set up the Analytics plaform for users in your organization or you can migrate to the new single-user Analytics Growth license.

Note: This information applies only to customers who purchased Analytics licenses before October 20, 2015, and continue to
use the Analytics Cloud Builder or Analytics Cloud Explorer licenses after that without migrating to the new Analytics Growth
license. If you purchased Analytics on or after October 20, 2015, go to Set Up the CRM Analytics Platform.

Important: If you’re migrating from the previous Analytics Cloud Builder or Analytics Cloud Explorer platform licenses to the
single-user Sales Analytics Apps license, read Migrating From Analytics Licenses Purchased Before 10/20/2015 to New Analytics
Platform Licenses.

The Analytics Growth License

A Analytics license purchased before October 20, 2015, enables you to turn on CRM Analytics for your organization. Each previous
Analytics Growth license is contractually limited to a maximum of 400 users. If you need more than 400 users, you can purchase additional
Analytics licenses.
Each previous Analytics license enables you to:
• Store up to 250 million rows in your final registered datasets.
• Run up to 50 concurrent queries in Analytics.

The Analytics Cloud Permission Set License

Each user needs one of two Analytics permission set licenses to use the product. The permission set license defines what user permissions
can be assigned to the user. The administrator assigns permission set licenses to users.
For Analytics licenses sold before October 20, 2015, Salesforce provided the following permission set licenses:
• Analytics Cloud Builder permission set license enables users to access all CRM Analytics features.
• Analytics Cloud Explorer permission set license enables users to upload external data to Analytics and explore data.
Here are Analytics user permissions included with each permission set license.

User Permission Included in Explorer or Builder What It Enables

Permission Set License?
“Create and Edit Analytics Dashboards” Builder only Creating and editing Analytics dashboards.

“Create Analytics Apps” Builder only Creating and sharing Analytics applications.

“Edit Analytics Dataflows” Builder only Downloading, uploading, starting, stopping,

and rescheduling the dataflow. Viewing
dataflow and system jobs in the data
monitor.

“Manage Analytics” Builder only Accessing all Analytics features. Provides

Analytics administrator-level capabilities.

17
Analytics Platform Setup Guide Migrating From CRM Analytics Licenses Purchased Before
10/20/2015 to New CRM Analytics Platform Licenses

User Permission Included in Explorer or Builder What It Enables

Permission Set License?
“Upload External Data to Analytics” Builder and Explorer Uploading external data to Analytics to
create a dataset. Viewing dataflow and
system jobs in the data monitor.

“Use Analytics” Builder and Explorer Using Analytics, and viewing the datasets,
lenses, and dashboards that the user has
permission to view. Automatically enabled
when you select any other Analytics
permission.

Note: When you create permission sets for Analytics users, selecting any of the other CRM Analytics permissions automatically
enables the “Use Analytics” permission.
You can assign previous Analytics permission set licenses along with any of the following Salesforce user licenses:
• Lightning Platform (app subscription)
• Lightning Platform (one app)
• Full CRM
• Salesforce Platform
• Salesforce Platform One

SEE ALSO:
Migrating From CRM Analytics Licenses Purchased Before 10/20/2015 to New CRM Analytics Platform Licenses

Migrating From CRM Analytics Licenses Purchased Before 10/20/2015

to New CRM Analytics Platform Licenses
To complete migration from previous Analytics Cloud Builder and Analytics Cloud Explorer licenses
EDITIONS
purchased before October 20, 2015, to the new CRM Analytics Growth license, you may need to
set up CRM Analytics users in your organization with new permission sets. Available in Salesforce
When Salesforce provisions your organization with the new CRM Analytics Growth license, you may Classic and Lightning
have to set up some users with the new license. Experience.

• Analytics Cloud Builder license users. Users who access CRM Analytics with the Analytics Available with CRM
Cloud Builder license should be able to continue to use the CRM Analytics platform without Analytics, which is available
any additional setup. The Builder license is simply renamed CRM Analytics Growth, and you’ll for an extra cost in
see that permission set license in Salesforce Setup. Enterprise, Performance,
and Unlimited Editions. Also
• Analytics Cloud Explorer license users. During the new license provisioning process,
available in Developer
Salesforce may remove the Analytics Cloud Explorer license from your org. If that’s the case,
Edition.
you’ll see the new CRM Analytics Growth license instead of the Explorer license and you have
to set up users with that license. If the Explorer permission set license is still visible, you do not
have to repeat the setup process for Explorer users.

18
Analytics Platform Setup Guide CRM Analytics Limits

If users in your organization require you to set them up with the new CRM Analytics Growth license—even if they used CRM Analytics
with a previous license—follow the steps in CRM Analytics Platform Setup on page 1. You need to assign them the new permission
set license, create one or more new permission sets, and assign the permission sets to users.

CRM Analytics Limits

This section describes CRM Analytics limits.
API Call Limits
These limits apply to all supported editions.

Limit Value
Maximum concurrent CRM Analytics API calls per org 100

Maximum CRM Analytics API calls per user per hour 10,000

Dataset Row Storage Allocations

Your Salesforce org’s total row storage limit for all registered datasets combined depends on your org’s license combination. Each
license allocates a set number of rows.

License Allocated Rows

CRM Analytics Plus license baseline row allocation 10 billion

CRM Analytics Growth license baseline row allocation 100 million

Sales Analytics license baseline row allocation 25 million

Service Analytics license baseline row allocation 25 million

Event Monitoring Analytics license baseline row allocation 50 million

B2B Marketing Analytics license baseline row allocation 25 million

CRM Analytics for Financial Services Cloud license baseline row 25 million
allocation

CRM Analytics for Health Cloud license baseline row allocation 25 million

Extra Data Rows license 100 million

Your org’s total row storage limit is a combination of your org’s active licenses. For example:
CRM Analytics Plus License
• If your org has a CRM Analytics Plus license and adds the Event Monitoring license, your total row limit becomes 10.05 billion.
(10 billion plus 50 million)
• If your org has a CRM Analytics Plus license and adds the Additional Data Rows license, your total row limit becomes 10.1 billion.
(10 billion plus 100 million)
• If your org has a CRM Analytics Plus license and adds two more Data Rows licenses, your total row limit becomes 10.2 billion.
(10 billion plus (2 X 100 million)

19
Analytics Platform Setup Guide CRM Analytics Limits

CRM Analytics Growth License

• If your org has a CRM Analytics Growth license and then obtains an extra license for Services Analytics, your limit increases to
125 million. (100 million plus 25 million)
• If your org has a CRM Analytics Growth license and adds the Event Monitoring license, your total row limit becomes 150 million.
(100 million plus 50 million)

Note: The CRM Analytics Plus license already includes a Sales Analytics and Service Analytics license, so your total row allocation
remains 10 billion. Similarly, the CRM Analytics Growth license already includes a Sales Analytics and Service Analytics license,
so your total row allocation remains 100 million. In these situations, if your org obtains another Sales Analytics or Services
Analytics license, your org row limit increases by 25 million for each app obtained.
Dataset Row Limits
Each dataset supports up to 2 billion rows. If your Salesforce org has less than 2 billion allocated rows, then each dataset supports
up to your org’s allocated rows.
Dataset Field Limits

Limit Value
Maximum number of fields in a dataset 5,000 (including up to 1,000 date fields)

Maximum number of decimal places for each value in a numeric 17 decimal places
field in a dataset (overflow limit)
When a value exceeds the maximum number of decimal places,
it overflows. Both 100,000,000,000,000,000 and
10,000,000,000,000,000.0 overflow because they use more than
17 decimal places. A number also overflows if it’s greater (or less)
than the maximum (or minimum) supported value.
36,028,797,018,963,968 overflows because its value is greater
than 36,028,797,018,963,967. -36,028,797,018,963,968 overflows
because it’s less than -36,028,797,018,963,967.
When a number overflows, the resulting behavior in CRM
Analytics is unpredictable. Sometimes CRM Analytics throws an
error. Sometimes it replaces a numeric value with a null value.
And sometimes mathematical calculations, such as sums or
averages, return incorrect results. Occasionally, CRM Analytics
handles numbers up to 19 digits without overflowing because
they are within the maximum value for a 64-bit signed integer
(263 - 1). But numbers of these lengths aren’t guaranteed to
process.
As a best practice, stick with numbers that are 17 decimal places
or fewer. If numbers that would overflow are necessary, setting
lower precision and scale on the dataset containing the large
numbers sometimes prevents overflow.

Note: If your org hasn’t enabled Handle Null Numeric

Values, then the maximum number of decimal places for
each value in a numeric field in a dataset is 16. All orgs
created after Spring ’17 have Null Measure Handling
enabled.

20
Analytics Platform Setup Guide CRM Analytics Limits

Limit Value
Maximum value for each numeric field in a dataset, including 36,028,797,018,963,967
decimal places For example, if three decimal places are used, the maximum
value is 36,028,797,018,963.967

Minimum value for each numeric field in a dataset, including -36,028,797,018,963,968

decimal places For example, if five decimal places are used, the minimum value
is -36,028,797,018,9.63968

Maximum number of characters in a field 32,000

Staged Data Limits

Limit Value
Maximum size per staged dataset 2 billion rows (but not exceeding org's max staged data rows)

Maximum staged data rows per org Org max rows divided by two. For example, an org with a limit of
1,200,000,000 (1.2 billion) rows for final datasets by default has
600,000,000 (600 million) rows for staging datasets.

Days retained 30

Data Sync Limits

If you currently extract more than 100 objects in your dataflows, contact Salesforce Customer Support before you enable data sync.

Limit Value
Maximum number of concurrent data sync runs 3

Maximum number of objects that can be enabled for data sync, 100
including local and remote objects

Maximum amount of time each data sync job can run for local 24 hours
objects

Maximum amount of time each data sync job can run for remote 12 hours
objects

Data sync limits for each job: Up to 100,000 rows or 500 MB per object, whichever limit is
• Marketo Connector (Beta) reached first

• NetSuite Connector
• Teradata Connector (Beta)
• Zendesk Connector

Data sync limits for each job: Up to 1 million rows or 1 GB per object, whichever limit is reached
• Analytics MuleSoft Microsoft SQL Server Connector first

21
Analytics Platform Setup Guide CRM Analytics Limits

Limit Value
• Analytics MuleSoft MySQL Connector
• Analytics MuleSoft Oracle Connector

Data sync limits for each job: Up to 10 million rows or 5 GB per object, whichever limit is
• AWS RDS Oracle Connector reached first

• Google Analytics Connector

• Google Analytics Core Reporting V4 Connector
• Oracle Eloqua Connector
• SAP HANA Cloud Connector
• SAP HANA Connector

Data sync limits for each job*: Up to 20 million rows or 10 GB per object, whichever limit is
• AWS RDS Aurora MySQL Connector reached first

• AWS RDS Aurora PostgresSQL Connector

• AWS RDS MariaDB Connector
• AWS RDS MySQL Connector
• AWS RDS PostgreSQL Connector
• AWS RDS SQL Server Connector
• Google Cloud Spanner Connector
• Microsoft Azure Synapse Analytics Connector
• Microsoft Dynamics CRM Connector
• Salesforce External Connector
• Salesforce Marketing Cloud Contacts Connector
• Salesforce Marketing Cloud OAuth 2.0 Connector

Data sync limits for each job*: Up to 100 million rows or 50 GB per object, whichever limit is
• Amazon Redshift Connector reached first

• Amazon S3 Connector
• Customer 360 Global Profile Data Connector (Beta)
• Google BigQuery for Legacy SQL Connector
• Google BigQuery Standard SQL Connector
• Heroku Postgres Connector
• Microsoft Azure SQL Database Connector
• Snowflake Input Connector

*When using these connectors, Salesforce Government Cloud org data is protected in transit with advanced encryption and can
sync up to 10 million rows or 5 GB for each connected object, whichever limit is reached first.

22
Analytics Platform Setup Guide CRM Analytics Limits

Note: When using a Salesforce local input connection, CRM Analytics bulk API usage doesn’t count towards Salesforce bulk
API limits. Use of the external Salesforce connection and output connection impacts your limits.
The dataflow submits a separate bulk API call to extract data from each Salesforce object. The dataflow uses a batch size of
100,000–250,000, depending on whether the dataflow or the bulk API chunks the data. As a result, to extract 1 million rows
from an object, the dataflow creates 4–10 batches.

Recipe and Dataflow Limits

Limit Value
Maximum number of recipes 1,000

Maximum number of dataflows definitions (with data sync 100

enabled)

Maximum number of dataflow and recipe runs in a rolling 60

24-hour period
Note: Dataflow and recipe runs that take less than 2
minutes (and data sync) don’t count toward this 24-hour
run limit. However, if you reach the 24-hour run limit, you
can't run any dataflow, recipe, or data sync job, regardless
of size. This maximum can be increased by contacting
Salesforce Customer Support. CSV uploads don’t count
towards this limit.

Maximum number of concurrent recipe runs 1

Maximum number of concurrent dataflow runs 2 for production orgs with the CRM Analytics Plus platform license
1 for production orgs with the CRM Analytics Growth platform
license or sandbox orgs

Maximum number of Data Prep previews per hour per user 4,000

Timeout for data load jobs (dataflows, CSV uploads, recipes, and 5 minutes
data sync) that have been scheduled but not executed

Maximum length of a dataflow definition file 1,000,000 characters

Trending Data Limits

Trended datasets count toward the overall CRM Analytics platform limits, including total number of rows.

Limit Value
Maximum number of trended datasets per user 5

Maximum number of rows per snapshot 100,000

Maximum number of rows in the report to be trended 500,000 for admins, 100,000 for non-admins

Maximum total number of rows in a trended dataset 5,000,000

Maximum monthly number of rows for all snapshots per org 40 million

23
Analytics Platform Setup Guide CRM Analytics Limits

External Data Limits

Limit Value
Maximum file size per external data uploads 40 GB

Maximum file size for all external data uploads in a rolling 24-hour 50 GB
period

Maximum number of external data jobs per dataset that can be 50

run in a rolling 24-hour period

Maximum number of characters in a field 32,000

Maximum number of fields in a record 5,000 (including up to 1,000 date fields)

Maximum number of characters for all fields in a record 400,000

Output Connector Limits

Limit Value
Maximum data written to Salesforce 100 MB per run of a recipe per output connector
100 MB per rolling 24-hour period

Maximum data written to Azure Data Lake 100 MB per run of a recipe per output connector
100 MB per rolling 24-hour period

Maximum data written to Amazon S3 10 GB, or 10 million rows of data per run of a recipe per output
connector
50 GB, or 50 million rows per rolling 24-hour period (combined*)

Maximum data written to Snowflake through recipe or sync out 10 GB, or 10 million rows of data per run of a recipe per output
connector
50 GB, or 50 million rows per rolling 24-hour period (combined*)

Maximum data written to Tableau Online 1 GB, or 1 million rows of data per run of a recipe per output
connector
1 GB, or 1 million rows per rolling 24-hour period

*The limit for Snowflake Output or sync out and Amazon S3 Output connectors is a combined 50 GB, or 50 million rows per rolling
24-hour period. For example, if you push 40 GB of data from CRM Analytics to Snowflake, then 10 GB of allotted data remains to
push to Amazon S3.
Story Creation and Prediction Limits
For limits on story creation and predictions, see Einstein Discovery Limits.

24
Analytics Platform Setup Guide CRM Analytics Limits

Sales Analytics and Service Analytics App Limits

Sales Analytics and Service Analytics app limits custom object support to no more than 10 custom objects and one dataflow for
each org that implements the app. These limits are contractual, not technical.
Security Predicate Limit
This limit applies to all supported editions.

Limit Value
Maximum number of characters in a security predicate 5,000

CRM Analytics Developer Edition Limits

CRM Analytics is built on the Lightning Platform and is subject to the Lightning Platform limits. For example, the SOQL query limit
(100,000 characters) controls the number of fields from which the sfdcDigest transformation can extract data. If you exceed a Lightning
Platform limit, an error occurs. See Lightning Platform limits.

Limit Value
Maximum number of data rows 250,000

Maximum number of concurrent queries 5

Lens and Dashboard Limits

These limits apply to the creation and use of lenses and dashboards.

Limit Value
Maximum JSON file size per dashboard 4 MB

Maximum number of dashboard components per dashboard 10

Character limit for description fields 1000

Default number of rows in a compare table 2000 (To set a different value, use the SAQL limit statement)

Default number of rows in a values table 100 (To set a different value, use the SAQL limit statement)

Maximum file size for geojson 10 MB

Maximum number of notifications per user 10

Maximum number of recipients per notification email 500

Maximum number of subscriptions per user 20

Maximum number of subscriptions to collections per user 4

Maximum number of subscriptions per hour per org 100

Maximum number of data columns that can be downloaded in 16383

Excel format from a lens or widget

25
Analytics Platform Setup Guide CRM Analytics Limitations

Analytics Download Limits

These limits apply to the download Analytics assets as images or PDFs using the Analytics Download API. Analytics assets available
for download include CRM Analytics dashboards and lenses and Lightning Experience dashboards and reports.

Limit Value
Maximum concurrent Analytics Download API calls per user 3

CRM Analytics Limitations

CRM Analytics differs from other Salesforce features in some ways.

Update Schedule
All customers receive CRM Analytics updates on the same schedule, regardless of instance.

Localization and Internationalization

CRM Analytics is localized with the following exceptions.
• You can’t use right-to-left languages, such as Arabic and Hebrew.
• A subset of error messages is available only in English.
• The mobile iOS app includes only English versions of sample datasets and dashboards.
CRM Analytics provides internationalization support with the exceptions.
• To see translated labels, set both the locale and language.
• Data within datasets isn’t modified for localization or internationalization.
• Each dataset can have a single locale specified in the metadata. The metadata locale isn’t overridden by individual user locale settings.
All users see the same date, time, and number formats and dimension names, regardless of their locale and language settings.
• Search in filters isn’t case-sensitive.
• Multiple currencies aren’t supported. When CRM Analytics extracts your default currency, it uses that currency for monetary values
and doesn’t convert to another currency.

Field-Level Security
Field-level security isn’t available for external data that is uploaded via files. Field-level security that was implemented in the original
database or Salesforce object isn’t preserved when the data is loaded into a CRM Analytics dataset. For more information, see the CRM
Analytics Security Implementation Guide.
Set Salesforce field-level security to enable the CRM Analytics Integration User to see all fields used in your app—default fields and those
selected in the configuration wizard. Integration users run the dataflow, and if they don’t have proper field-level security permissions,
the dataflow fails.

SAQL Query Limitations

The timeseries function requires a CRM Analytics Platform license.

26
Analytics Platform Setup Guide CRM Analytics Limitations

Explorer Limitations
You can't filter or group by the hour, minute, or second components of a date field.
You can’t filter on values containing HTMLEncoded text.
Because dates are sorted lexicographically, changing the date format also changes the sort order.

Embedded CRM Analytics Dashboards

Limitations for embedded CRM Analytics dashboards are covered in Embed Dashboards Everywhere.

CRM Analytics in Experience Cloud Sites

Limitations for CRM Analytics within Experience Cloud are covered in Share CRM Analytics in Experience Cloud Sites.

CRM Analytics on Mobile Devices

To view CRM Analytics on a mobile device, connect to your org using the native CRM Analytics mobile app for Android or iOS. For
limitations of the CRM Analytics mobile apps, refer to the See Also links at the end of this page.
Outside of the native CRM Analytics mobile app, for mobile devices the only supported access to CRM Analytics is via Lightning app
pages viewed in the Salesforce mobile app. Embedded CRM Analytics dashboards accessed via mobile browsers aren't supported.
Limitations for the Wave Dashboard component in a Lightning app page in the Salesforce mobile app are covered in View Embedded
Dashboards on Mobile Devices.

CRM Analytics Smart Dashboard and App Templates

Use of the SAQL timeseries feature in the Time Series smart dashboard template requires a CRM Analytics Platform license.
Limitations for most CRM Analytics app templates are covered in the Help topic for each template.

Sales Analytics Limitations

These limitations apply to Sales Analytics.
Sales Analytics Data Requirements
Sales Cloud data must meet the following requirements for Sales Analytics dashboards to function correctly:
• Use standard sales objects.
• Have at least one event and one task connected with an opportunity.
• Enable history tracking for Amount, Stage, and CloseDate fields on the Opportunities object.
• Cases must be connected to Accounts if you choose to import Cases data to Sales Analytics using the configuration wizard.
• There are two requirements if you choose to import Leads data to Sales Analytics using the configuration wizard.
1. At least one lead must be converted to an opportunity.
2. The lead must be connected to an account.

• There are two requirements if you choose to import Campaigns data to Sales Analytics using the configuration wizard.
1. At least one opportunity must be connected to a campaign.

27
Analytics Platform Setup Guide CRM Analytics Limitations

2. At least one campaign member must be connected to a campaign.

• There are two requirements if you choose to import opportunity record types to Sales Analytics using the configuration wizard.
1. At least one opportunity record type must be defined.
2. The opportunity record type must be connected to at least one opportunity.

Sales Analytics Support for Salesforce Objects and Fields

Sales Analytics supports all Salesforce standard and custom objects and data. To add custom objects or fields not included when
you created the app, update the Sales Analytics dataflow. See Design Datasets with Dataflows and the Dataset Builder.
When you create the app, it includes only a predefined set of objects and fields. Sales Analytics creates a dataflow that exposes
selected fields from these standard Salesforce objects:
• Accounts
• Users
• Roles
• Opportunities
• Products (Opportunities line item)
• Tasks
• Events
The fields provided are determined by the answers that you provide when you create the app using the built-in configuration wizard.
Sales Analytics supports standard and custom fields on standard Sales Cloud objects. The fields provided are determined by the
answers that you provide when you create the app using the built-in configuration wizard.
Sales Analytics Support for External Data
Sales Analytics doesn’t support external data sources, except a CSV file that contains quota data at the user level. Importing other
external data requires an extra license. See your Salesforce representative for details.
To include data about quotas in Sales Analytics, upload a CSV file with the details. Sales Cloud Einstein customers who use Sales
Analytics must use Collaborative Forecasts to see quota data. You can’t edit the quota dataset. See Collaborative Forecasting and
Quotas Data in Sales Analytics.
Other Contractual Sales Analytics Considerations
The Sales Analytics Apps license doesn’t support using CRM Analytics platform bulk actions or Apex steps. This limitation is contractual,
not technical. Licensee agrees to strictly monitor its use of CRM Analytics platform features.
Sales Analytics Limitations for Sales Cloud Einstein and CRM Analytics Growth or Plus (Platform) Customers
Salesforce makes Sales Analytics available through three stock-keeping units (SKUs). Consult this chart to see limitations for each.

Standalone Sales Cloud Einstein CRM Analytics Growth or

Plus
Data sources Salesforce data and CSV file for Salesforce data Salesforce and external data
quotas data (see Sales Analytics
Support for External Data)

Object support Standard and custom objects Standard objects Standard and custom objects

Data volume 25 million rows 25 million rows • CRM Analytics Plus: 10

billion rows
• CRM Analytics Growth: 100
million rows

28
Analytics Platform Setup Guide CRM Analytics Limitations

Standalone Sales Cloud Einstein CRM Analytics Growth or

Plus
Can customize existing Yes Yes Yes
dashboards?

Can create dashboards? Yes No Yes

Can customize existing Yes No Yes

datasets?

Can create datasets? Yes (using standard Salesforce No Yes

objects and up to 10 custom
objects)

Can create custom CRM No No Yes

Analytics apps?

Supports Einstein Discovery No No Yes

and Experience Cloud
integration?

Supports bulk actions and No No Yes

Apex steps?

Supports Sales Cloud No Yes No

Einstein AI?

Supports Salesforce Inbox? No Yes No

Service Analytics Limitations

The following limitations apply to Service Analytics.
Service Analytics Data Requirements
Service Cloud data must include at least one each of the following for Service Analytics dashboards to function correctly: Events,
tasks, closed cases, or published articles attached to a case or an opportunity. It also requires that your org has at least one contact
ID associated with a case.
Custom formula fields on the Cases object must exist or be created for the SLA missed (text) and FCR (Boolean) fields.
Service Analytics Support for Salesforce Objects and Fields
Service Analytics supports all Salesforce standard and custom objects and data. When you first create the app by default it includes
only a predefined set of objects and fields. The app creates a dataflow that exposes selected fields from the following Salesforce
objects:
• Account
• Cases
• Contact
• User
• UserRole
• Task
Service Analytics also uses fields from the following options depending on the answers you select in the configuration wizard:

29
Analytics Platform Setup Guide CRM Analytics Limitations

• Customer satisfaction (CSAT)

• Knowledge
• Business hours
• Case history
• Case record types
• Queues
• Opportunities
• Opportunity record types
• Events
• Telephony
• Chat
• Omni-Channel
Service Analytics supports standard and custom fields on standard Salesforce objects. The fields provided are determined by the
answers you provide when you create the app using the built-in configuration wizard.
Service Analytics limits custom objects support to no more than 10 custom objects for each org that implements Service Analytics.
This limitation is contractual, not technical.
To add custom objects or extra fields not included when you first create the app, you must update the Service Analytics dataflow.
For details, see Design Datasets with Dataflows and the Dataset Builder.
More Service Analytics Limitations
Service Analytics doesn’t support external data sources or registering new datasets from the app-generated dataflow.
Including CSAT score in dashboards or dataflows is optional. The app configuration wizard lets you associate CSAT from a custom
case field or Custom Object associated to the Cases object.
You must manually add security predicates or other dataset filters to the app dataflow.
The app doesn’t support multi-hierarchy (team/manager) when you create it. You must manually add that functionality.
The Knowledge Usage dashboard reports on a single Article Type, which you select when you use the configuration wizard.

Adoption Analytics Limitations

These limitations apply to Adoption Analytics.
• Datasets created for the app count against row limits for your CRM Analytics license.
• Includes only CRM Analytics logs. For any Salesforce logs, use Event Monitoring.
• The first time you use Adoption Analytics, it can take 24 hours for data to collect in event logs before it can be registered in the app’s
datasets and dashboard.
• Salesforce stores event log data for 30 days.
• CRM Analytics stores event log data in a dataset for up to 365 days, which counts against your license’s row limit.

Client Segmentation App Limitations

Use of the Client Segmentation App app is covered by a restricted use license created for Financial Services Cloud customers. Usage of
Client Segmentation App is limited to:
• Only Salesforce data only

30
Analytics Platform Setup Guide CRM Analytics Limitations

• Standard and custom objects

• 10 million rows of data
For access to additional CRM Analytics capabilities, purchase a CRM Analytics Growth, CRM Analytics Plus, or Einstein Predictions license.

Government Cloud Limitations

Only Government Cloud users can create recipes with Data Prep Classic. All other users, including those using Government Cloud Plus,
must use Data Prep to create a recipe.

31