---
schema_version: "1"
id: add59a1d1304e56b9ec043c38ace5bfb102d3b4403ad6eee444ff13d7567c2ec
title: Set Up the CRM Analytics Platform
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_help_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7744073630bc303bc912464a00d7da66f52bfa860173455a64cf0190cf24b6c8
description: Set up your organization to use CRM Analytics and assign basic permission sets or create and assign your own custom permission sets.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Set Up the CRM Analytics Platform

Set up your organization to use CRM Analytics and assign basic permission sets or create and assign your own custom permission sets.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

The information here describes how to set up your organization to use CRM Analytics and CRM Analytics templated apps and Apps.

1. **[Learn about CRM Analytics Platform Licenses and Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_general.htm&release=264.0.0&type=5)**  
    Introduce yourself to CRM Analytics setup fundamentals, which apply to both basic and advanced setup procedures.
2. **[Learn about Internal Analytics Users](https://help.salesforce.com/s/articleView?id=analytics.bi_help_internal_users.htm&release=264.0.0&type=5)**  
    Analytics uses internal users, Integration User and Security User, to access Salesforce data, preview data in Data Prep recipes, and enforce row-level security on datasets.
3. **[Basic CRM Analytics Platform Setup](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_basic.htm&release=264.0.0&type=5)**  
    Follow these few steps to give users in your organization access to CRM Analytics platform, templates, and apps quickly. Basic setup uses permission sets included with the CRM Analytics Plus or CRM Analytics Growth licenses, which cover most organizations’ analytics needs.
4. **[Advanced CRM Analytics Platform Setup](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_advanced.htm&release=264.0.0&type=5)**  
    Follow these steps to learn the details of CRM Analytics permissions and to create and assign your own custom permission sets.
5. **[Complete Setting Up the CRM Analytics Platform](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_optional.htm&release=264.0.0&type=5)**  
    After assigning permission sets with either basic or advanced setup, follow these optional procedures to enhance the CRM Analytics experience and fine-tune CRM Analytics access to Salesforce data.
6. **[CRM Analytics Requirements](https://help.salesforce.com/s/articleView?id=analytics.bi_requirements.htm&release=264.0.0&type=5)**  
    This section provides requirements for using CRM Analytics.
7. **[CRM Analytics Limits](https://help.salesforce.com/s/articleView?id=analytics.bi_limits.htm&release=264.0.0&type=5)**  
    When using CRM Analytics, keep these limits in mind.
8. **[CRM Analytics Limitations](https://help.salesforce.com/s/articleView?id=analytics.bi_limitations.htm&release=264.0.0&type=5)**  
    CRM Analytics differs from other Salesforce features in some ways.

#### See Also

- [Set Up the Analytics Platform with Licenses Purchased Before October 20, 2015](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_permission_set_licenses.htm&release=264.0.0&type=5 "If you purchased an Analytics Cloud Builder or Analytics Cloud Explorer license before October 20, 2015, you can continue to use your licenses to set up the Analytics platform for users in your organization or you can migrate to the new single-user Analytics Growth license.")
- [Migrating From CRM Analytics Licenses Purchased Before 10/20/2015 to New CRM Analytics Platform Licenses](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_migrate.htm&release=264.0.0&type=5 "To complete migration from previous Analytics Cloud Builder and Analytics Cloud Explorer licenses purchased before October 20, 2015, to the new CRM Analytics Growth license, you may need to set up CRM Analytics users in your organization with new permission sets.")
- [CRM Analytics Requirements](https://help.salesforce.com/s/articleView?id=analytics.bi_requirements.htm&release=264.0.0&type=5 "This section provides requirements for using CRM Analytics.")
- [CRM Analytics Limits](https://help.salesforce.com/s/articleView?id=analytics.bi_limits.htm&release=264.0.0&type=5 "When using CRM Analytics, keep these limits in mind.")
- [CRM Analytics Limitations](https://help.salesforce.com/s/articleView?id=analytics.bi_limitations.htm&release=264.0.0&type=5 "CRM Analytics differs from other Salesforce features in some ways.")