PS Cloud Analytics Permission Sets

Refer to the tables below for details of the permission sets required to create and use datasets and dashboards with the PS Cloud Core Analytics and PS Cloud Advanced Analytics apps.

PS Cloud Core Analytics Permission Sets

PS Cloud Core Analytics Permission Sets

User

Permission Set

Description
Integration User PS Cloud AnalyticsIntegration User Read Access Grants read access to your PS Cloud objects, fields, and records.
[Optional] User-created custom permission set with a suggested name of PS Cloud AnalyticsIntegration User Custom Read Access

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:

  • Skill / Certification Rating
  • Contact
To create the Utilization Results dataset, you must create read access permission for the Resource Change field on the Utilization Results object.

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] Services CPQ Analytics Integration User Read Access Enables view access to objects and fields derived from Services CPQ.
PS Cloud Analytics Admin PSA - PS Cloud Analytics Setup Required to create, delete, and view PS Cloud Analytics Setup records.
  User-created custom permission set with a suggested name of PS Cloud Core Analytics Service Access

Enables users who are not administrators to create a PS Cloud Core Analytics app. You must create a customer permission set by following the steps below:

  1. Create your own permission set.

  2. Add access to the class fferpcore.can_CoreAnalyticsAppService.

  3. Add access to the class fferpcore.can_AdditionalFieldsService.

  4. Add access to the class fferpcore.can_AdditionalFieldsController.

  5. On the PS Cloud Analytics Setup object, add read and edit permissions for the following fields:

    • Additional Resource Change API Name
    • Additional Resource Change Fields

  6. Assign the permission set to the non-administrator user.
View User Analytics View Only User

Enables view access to dashboards embedded in Lightning pages and workspaces.

 

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.

PS Cloud Advanced Analytics Permission Sets

PS Cloud Advanced Analytics Permission Sets

User

Permission Set

Description
Admin User CRM Analytics 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.
PS Cloud Advanced Analytics App Template Required to run the configuration wizard to create your PS Cloud Analytics app.
View User CRM Analytics Platform User Required to view CRM Analytics apps and dashboards.