---
schema_version: "1"
id: 5b59e2e5b68b2d6d2d0080fc1a71ff9b3f7522e9caefa095e312e3219089813a
title: Advanced CRM Analytics Platform Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_help_setup_advanced.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_advanced.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7d7d2e1b0bde9e88523b9e8d5cf163a93860411db2429addc00381856b4c87e7
description: Follow these steps to learn the details of CRM Analytics permissions and to create and assign your own custom permission sets.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Advanced CRM Analytics Platform Setup

Follow these steps to learn the details of CRM Analytics permissions and to create and assign your own custom permission sets.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_tip.png)

Tip For best results, follow the steps in the order shown.

1. **[Learn about CRM Analytics Permission Set Licenses and User Permissions](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_user_permissions.htm&release=264.0.0&type=5)**  
    When you create your own CRM Analytics permission sets, you start by selecting the CRM Analytics Growth permission set license instead of using the prebuilt permission sets. The permission set license includes the user permissions required to explore data with and manage the CRM Analytics platform.
2. **[Identify CRM Analytics Platform User Types](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_identify_user_types.htm&release=264.0.0&type=5)**  
    Identifying types of CRM Analytics platform users helps assure that custom permission sets meet your team’s analytics needs.
3. **[Enable CRM Analytics and Create Permission Sets](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_enable_create_permset.htm&release=264.0.0&type=5)**  
    After identifying user types, create your permission sets then enable CRM Analytics in your org.
4. **[Assign CRM Analytics Permission Sets to Users](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_assign_permsets.htm&release=264.0.0&type=5)**  
    Assign custom permission sets to one or more users—either one at a time, or in bulk—to give them access to CRM Analytics functionality.