Migrating From CRM Analytics Licenses Purchased Before 10/20/2015 to New CRM Analytics Platform Licenses

Migrating From CRM Analytics Licenses Purchased Before 10/20/2015 to New CRM Analytics Platform Licenses

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.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

When Salesforce provisions your organization with the new CRM Analytics Growth license, you may have to set up some users with the new license.

  • Analytics Cloud Builder license users. Users who access CRM Analytics with the Analytics Cloud Builder license should be able to continue to use the CRM Analytics platform without any additional setup. The Builder license is simply renamed CRM Analytics Growth, and you’ll see that permission set license in Salesforce Setup.
  • Analytics Cloud Explorer license users. During the new license provisioning process, Salesforce may remove the Analytics Cloud Explorer license from your org. If that’s the case, you’ll see the new CRM Analytics Growth license instead of the Explorer license and you have to set up users with that license. If the Explorer permission set license is still visible, you do not have to repeat the setup process for Explorer users.

If users in your organization require you to set them up with the new CRM Analytics Growth license—even if they used CRM Analytics with a previous license—follow the steps in CRM Analytics Platform Setup. You need to assign them the new permission set license, create one or more new permission sets, and assign the permission sets to users.