Editions, Licensing & Security

CRM Analytics is a separate product from core Salesforce, so before you build anything it helps to know how access is granted and how data is protected once it lands in a dataset.

Licenses you'll run into

• CRM Analytics Plus — full platform access: recipes, dataflows, dashboards, and Einstein Discovery.
• CRM Analytics Growth — a lighter tier aimed at smaller teams, with usage limits on data rows and users.
• Permission set licenses — individual users are granted access through permission sets layered on top of the org license, so not everyone in an org automatically sees CRM Analytics.

Row-level security

Datasets don't inherit Salesforce object permissions automatically. Security is defined explicitly, usually one of:

• Inherited sharing — reuse the security of the source Salesforce object (e.g. Opportunity sharing rules).
• Predicate-based security — a filter expression evaluated per user (for example, restricting rows to a user's own region) applied at the dataset level.

What you'll learn next

With the licensing and security model in mind, the next section walks through getting access and opening CRM Analytics for the first time.