CS 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 CS Cloud Core Analytics apps.

CS Cloud Core Analytics Permission Sets

CS Cloud Core Analytics Permission Sets

User

Permission Set Description
Integration User

CSC - Analytics Integration User Read Access

Enables view access to objects and fields derived from Customer Success Cloud.

Administrator CSC - CS Cloud Analytics Setup Required to create, delete, and view CS Cloud analytics setup records.
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.

CS Cloud Advanced Analytics Permission Sets

CS Cloud Advanced Analytics Permission Sets

User

Permission Set Description
Administrator

CRM Analytics Platform Admin

Enables all permissions required to administer the Analytics platform, including permissions to enable creating Analytics templated apps.

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