The following permission sets are required for PSA Analytics users.
|
User |
Permission Set |
Permission Set License |
Description |
|---|---|---|---|
| Integration User | PSA Analytics Integration User Read Access | N/A | Grants read access to your PSA objects, fields, and records. |
| FDN Core Analytics | Enables view access to Foundations companies. | ||
| [Optional] Custom permission sets for user-generated fields. |
If you want to add user-generated fields from your data environment to a dataset, you must ensure that the Integration User has read access to these fields by creating and assigning them an appropriate permission set before running the configuration wizard. |
||
| [Optional] Resource Skills dataset permission set. |
To create the Resource Skills dataset, you must create a read access permission set for the Integration User for the following objects in your PSA data environment:
|
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| [Optional] Services CPQ Analytics Integration User Read Access | Enables view access to objects and fields derived from Services CPQ. | ||
| Admin User | Tableau CRM Platform Admin |
|
Administrator access to all Analytics features. You can assign appropriate access to Analytics Features for this user by editing their available permissions under System Permissions. |
| PSA Analytics App Template | Required to run the configuration wizard to create your PSA Analytics app. | ||
| View User | Tableau CRM Platform User |
|
Required to view Tableau CRM apps and dashboards. |
| Embedded Dashboards User | Analytics View Only User | Analytics View Only Embedded App | 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. |