Licensing

To use PSA Analytics in FinancialForce Business Analytics, the following user licenses are required:

 PSA Analytics Licenses

User

License

Description

 

Integration User

 

 

FinancialForce PSA

Enables access to PSA objects and fields.

  
[Optional] Services CPQ Enables access to Services CPQ objects and fields.  

Admin User

 

 

 

 

 

 

 

 

Business Analytics

Enables the user to install and run the PSA Analytics application.

  

FinancialForce PSA

Enables access to PSA objects and fields.

  

View User

 

 

 

 

 

 

 

Business Analytics

Enables view access to datasets and dashboards created with the PSA Analytics app.

  

FinancialForce PSA

Enables view access to PSA objects and fields.

  
Embedded Dashboards User Business Analytics Enables view access to dashboards created with the PSA Analytics Embedded Dashboards app.  

FinancialForce PSA

Enables view access to PSA objects and fields.

  
Salesforce Analytics View Only Embedded Required to view dashboards created with the embedded dashboards template feature in Salesforce. When fully supported by Salesforce, this enhancement will streamline the process of embedding dashboards for users throughout your organization. Further improvements to this functionality will be announced in upcoming Salesforce releases.