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Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",false,{"id":131,"title":132,"access":133,"body":134,"description":281,"extension":282,"interview":133,"links":133,"meta":283,"navigation":284,"passScore":133,"path":74,"quiz":133,"seo":285,"stem":75,"video":286,"__hash__":290},"docs\u002Fen\u002F2.setup\u002F5.analytics-settings.md","CRM Analytics Settings & Getting Your Own Org",null,{"type":135,"value":136,"toc":271},"minimark",[137,142,151,156,175,179,186,191,195,214,224,228,235,239,246,250],[138,139,141],"h1",{"id":140},"analytics-settings-your-org","Analytics Settings & Your Org",[143,144,145,146,150],"p",{},"With users provisioned and the special accounts understood, the last piece of admin setup is the ",[147,148,149],"strong",{},"org-level Analytics settings"," — the switchboard where you turn CRM Analytics features on and off. This lesson tours that page, explains the safe way to adopt new features, and points you to a free org so you can follow along hands-on.",[152,153,155],"h2",{"id":154},"where-to-find-it","Where to find it",[143,157,158,159,162,163,166,167,170,171,174],{},"The settings live in Salesforce ",[147,160,161],{},"Setup",". Open Setup, type ",[147,164,165],{},"Analytics"," into the Quick Find box, and choose ",[147,168,169],{},"Settings"," (often under the Analytics or Analytics Studio group). This page is org-scoped, so remember that each environment — every sandbox and your production org — has its ",[147,172,173],{},"own"," settings that you enable independently.",[152,176,178],{"id":177},"what-lives-here","What lives here",[143,180,181,182,185],{},"The Analytics settings page is a collection of ",[147,183,184],{},"feature toggles",". You enable capabilities per environment as your team is ready for them. Common toggles include:",[187,188],"lesson-cards",{":columns":189,":items":190},"2","[{\"title\":\"Output connections\",\"icon\":\"i-lucide-share-2\",\"description\":\"Enable writing results back out to external systems like S3, Snowflake, or Tableau Hyper extracts.\"},{\"title\":\"SQL support\",\"icon\":\"i-lucide-terminal\",\"description\":\"The ability to query with SQL — historically a beta feature you opt into (labeled \\\"switching to SQL\\\"), so test it before relying on it.\"},{\"title\":\"Data sync & recipes\",\"icon\":\"i-lucide-refresh-cw\",\"description\":\"Baseline toggles that enable data replication and Data Prep recipes for the org.\"},{\"title\":\"New & beta features\",\"icon\":\"i-lucide-flask-conical\",\"description\":\"Seasonal release features arrive here as toggles, sometimes in beta — enable deliberately.\"}]",[152,192,194],{"id":193},"beta-features-sandbox-first","Beta features: sandbox first",[143,196,197,198,201,202,205,206,209,210,213],{},"Salesforce ships three releases a year, and new analytics capabilities often arrive ",[147,199,200],{},"in beta",". For example, richer ",[147,203,204],{},"SQL"," support (\"switching to SQL\") was a ",[147,207,208],{},"beta"," feature as of ",[147,211,212],{},"Spring '21",". Beta features can change, have gaps, or behave unexpectedly, which leads to one firm rule:",[215,216,218],"note",{"icon":217},"i-lucide-shield-alert",[143,219,220,223],{},[147,221,222],{},"Test new and beta features in a sandbox before enabling them in production."," Because each environment has its own Analytics settings, you can switch a feature on in a sandbox, prove it works with your data, and only then flip the same toggle in production.",[152,225,227],{"id":226},"get-a-free-org-to-practice-in","Get a free org to practice in",[143,229,230,231,234],{},"You cannot really learn CRM Analytics by reading — you need an org to click around in. As we covered in the Foundations section, Salesforce offers a ",[147,232,233],{},"free Developer edition org"," with CRM Analytics enabled, perfect for following these lessons hands-on.",[236,237],"lesson-links",{":items":238},"[{\"label\":\"Get your free CRM Analytics Developer org\",\"to\":\"https:\u002F\u002Ftrailhead.salesforce.com\u002Fpromo\u002Forgs\u002Fanalytics-de\",\"icon\":\"i-lucide-gift\",\"description\":\"Sign up for a free, pre-configured Developer org with CRM Analytics turned on — no credit card, ideal for practice.\"}]",[240,241,243],"tip",{"icon":242},"i-lucide-lightbulb",[143,244,245],{},"Spin up your free Developer org now and keep it open in another tab. Every remaining lesson — including the hands-on walkthrough next — is far easier to absorb when you can click the same buttons in a real Analytics Studio as you read.",[152,247,249],{"id":248},"you-are-ready-for-the-hands-on","You are ready for the hands-on",[143,251,252,253,256,257,259,260,262,263,266,267,270],{},"That completes the conceptual tour of setup: ",[147,254,255],{},"users"," get a license and a permission set, the ",[147,258,65],{}," brings data in, the ",[147,261,69],{}," powers row-level security, and the ",[147,264,265],{},"Analytics settings"," switch features on per environment. In the next lesson we put it all together in a ",[147,268,269],{},"practical, click-by-click walkthrough"," of assigning access and building a scoped permission set.",{"title":272,"searchDepth":273,"depth":274,"links":275},"",1,2,[276,277,278,279,280],{"id":154,"depth":274,"text":155},{"id":177,"depth":274,"text":178},{"id":193,"depth":274,"text":194},{"id":226,"depth":274,"text":227},{"id":248,"depth":274,"text":249},"Tour the CRM Analytics settings page and its feature toggles, learn why to test new features in a sandbox first, and get a free Developer org to practice in.","md",{},{"title":73},{"title":132,"description":281},{"id":287,"start":288,"end":289},"0UrasqsdHXU",315,407,"YB_tCEskuHj8xuxnpXyeVZ3wylkuW0flvR4FEIXj1Oo",[292,294],{"title":69,"path":70,"stem":71,"description":293,"children":-1},"Learn what the CRM Analytics Security User does: previewing data in recipes and reading User-object fields for security predicates that drive row-level security.",{"title":77,"path":78,"stem":79,"description":295,"children":-1},"A click-by-click walkthrough of CRM Analytics setup: check Analytics settings, inspect a user's license and permission sets, then build and assign a scoped permission set.",[],1783475167513]