Enable CRM Analytics for Field Service Intelligence

To use Field Service Intelligence, enable CRM Analytics and set up permissions.

  1. On the Field Service Intelligence setup page, click Assign for the Assign the Field Service Intelligence Admin & CRM Analytics Plus Admin Permission step.
    This step assigns the Field Service Intelligence Admin and CRM Analytics Plus Admin permission sets to your user.
  2. Go back to the Field Service Intelligence setup page and click Enable for the Enable CRM Analytics step.
    This step takes you to the Getting Started page for CRM Analytics, where you click Enable CRM Analytics.