Salesforce Docs Portal

Create a Permission Set for the Health Cloud CRM Analytics Admin

After you enable the CRM Analytics Platform permission set license, create a permission set to assign to the Health Cloud CRM Analytics admin user. This permission set enables full access to manage Analytics for Health Cloud.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
  1. From Setup, enter Permission in the Quick Find box, then select Permission Sets.
  2. Click New.
  3. Enter a name for the role, such as Health Cloud CRM Analytics Admin.
  4. For License, select None.
  5. Save your changes.
  6. On the Permission Set Overview page, click System Permissions.
  7. Select Manage Analytics.
  8. Save your changes.
  9. Assign the permission set to admins who manage CRM Analytics.