Analytics Settings & Your Org

With users provisioned and the special accounts understood, the last piece of admin setup is the 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.

Where to find it

The settings live in Salesforce Setup. Open Setup, type Analytics into the Quick Find box, and choose 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 own settings that you enable independently.

What lives here

The Analytics settings page is a collection of feature toggles. You enable capabilities per environment as your team is ready for them. Common toggles include:

Beta features: sandbox first

Salesforce ships three releases a year, and new analytics capabilities often arrive in beta. For example, richer SQL support ("switching to SQL") was a beta feature as of Spring '21. Beta features can change, have gaps, or behave unexpectedly, which leads to one firm rule:

Get a free org to practice in

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 free Developer edition org with CRM Analytics enabled, perfect for following these lessons hands-on.

You are ready for the hands-on

That completes the conceptual tour of setup: users get a license and a permission set, the Integration User brings data in, the Security User powers row-level security, and the Analytics settings switch features on per environment. In the next lesson we put it all together in a practical, click-by-click walkthrough of assigning access and building a scoped permission set.