CRMA Academy

CRM Analytics Settings & Getting Your Own Org

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.

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:

Output connections

Enable writing results back out to external systems like S3, Snowflake, or Tableau Hyper extracts.

SQL support

The ability to query with SQL — historically a beta feature you opt into (labeled "switching to SQL"), so test it before relying on it.

Data sync & recipes

Baseline toggles that enable data replication and Data Prep recipes for the org.

New & beta features

Seasonal release features arrive here as toggles, sometimes in beta — enable deliberately.

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:

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.

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.

Get your free CRM Analytics Developer org

Sign up for a free, pre-configured Developer org with CRM Analytics turned on — no credit card, ideal for practice.

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.

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.

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Security User

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.

Hands-On Access

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.