Salesforce Docs Portal

License and Permissions Requirements for Einstein Discovery

License and Permissions Requirements for Einstein Discovery

To use Einstein Discovery, your org must be provisioned with an applicable license, and user accounts must be assigned the appropriate permissions.

Note
Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

CRM Analytics Plus License and Einstein Predictions License

CRM Analytics Plus license and Einstein Predictions are single-user licenses that provide access to Einstein Discovery. These licenses are available for an extra cost. Both licenses provide two identical permission sets.

  • CRM Analytics Plus Admin provides admin-level access to all Einstein Discovery features.
  • CRM Analytics Plus User provides restricted access to models. For example, the View Einstein Discovery Recommendations system permission allows users to view predictions and improvements derived from models.

These permission sets are automatically created when the CRM Analytics Plus or Einstein Predictions license is provisioned in your org. For instructions on giving users access to Einstein Discovery, see Assign Einstein Discovery Permission Sets to Users. To learn more about specific license requirements and limits, see Einstein Discovery Capacities and Requirements.

Einstein Discovery in Tableau License

Tableau users with the Einstein Discovery in Tableau license get access to predictions and improvements only. This license is available for an extra cost. To learn more, see Prerequisites for Einstein Discovery in Tableau.

See Also