---
schema_version: "1"
id: 604ef0c025862b075c207b711e5946ba06e7ec1ffd58b8e686666a12abd9ad06
title: Set Field Level Security to Enable Creation of an CRM Analytics Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_templates_field_level_security.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cdab47c016436fe5ddd7a6a489ccf822c591465f2c8e81ef640f3d3938280d1f
description: Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Set Field Level Security to Enable Creation of an CRM Analytics Template

Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d175093e25">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d175093e25 ">To create and manage CRM Analytics apps:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d175093e25 ">Manage CRM Analytics Templated Apps</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d175093e25 ">&nbsp;</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d175093e25 ">Edit CRM Analytics Dataflows</td>
          </tr>
        </tbody>
      </table>

You may have to set [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=platform.users_profiles_field_perms.htm&type=5&language=en_US) to enable the CRM Analytics Integration User to see all fields used in the app you create. Integration users run the dataflow, and if they don’t have proper field-level security permissions, the dataflow can fail.

**Follow these steps in Lightning Experience.**

1. Go to Salesforce Setup, enter object in the **Quick Find/Search** box, and hit **Enter**.
2. Select **Object Manager**.
3. Enter the name of the object whose field-level security you need to edit in the **Quick Find / Search** box, and hit enter.
4. Select the object you need to edit, then select **Fields & Relationships**.
5. Select the field you need to edit, then select **Set Field-Level Security**.
6. Look for the Analytics Cloud Integration User, check the box(es) for the required fields under **Visible**, and click **Save**.
7. Repeat the Steps 5 and 6 for all fields you want to use.
8. Refresh your browser cache.

**Follow these steps in Salesforce Classic.**

1. **Step 1.** Go to Salesforce Setup and enter the name of the object whose field-level security you need to edit in the **Quick Find/Search** box and hit **Enter**.
2. **Step 2.** Click the name of the object.
3. **Step 3.** The next window shows all the fields for the object. Go to the one(s) where you need to edit field-level security.
4. **Step 4.** Look for the Analytics Cloud Integration User, check the box(es) for the required fields under Visible, and click Save.
5. **Step 6.** Repeat Steps 2 through 5 for all objects with fields you want to use.
6. **Step 7.** Refresh your browser cache.

You can now create an app from the template.