Analytics Groups
Analytics Groups is a Setup feature that controls user access to CRM Analytics (formerly Tableau CRM) applications, dashboards, and datasets.
Definition
Analytics Groups is a Setup feature that controls user access to CRM Analytics (formerly Tableau CRM) applications, dashboards, and datasets. Administrators create groups and assign users to them, then grant each group specific permissions such as viewing, editing, or managing analytics assets.
In plain English
“Here's a simple way to think about it: Analytics Groups is the access control list for CRM Analytics. You make groups ("Sales Leadership", "Service Supervisors"), assign people, and grant each group permission to see specific dashboards or datasets - instead of sharing one asset at a time.”
Worked example
At Summit Financial, the admin creates an Analytics Group called "Regional Managers" and assigns all eight regional sales managers to it. The group is given Viewer access to the executive sales dashboard and Editor access to the regional performance lens. This ensures managers can customize their own regional views without modifying the executive-level analytics.
Why Analytics Groups control who sees which CRM Analytics dashboards
Sharing CRM Analytics (formerly Tableau CRM) assets needs to be expressed differently than standard Salesforce sharing - apps, dashboards, datasets, and lenses each have their own access model. Analytics Groups is the Setup feature that makes sharing manageable at scale. Create groups, assign users to them, and grant each group permission patterns (view, edit, manage) on the analytics assets.
The reason it's worth using over per-asset sharing is governance. Twenty users sharing one dashboard is fine; a hundred users across many dashboards becomes unmanageable per-asset. Analytics Groups make the sharing pattern legible - who's in which group, what each group can do, where exceptions exist. Audit the groups quarterly, retire ones that don't reflect current org structure, and keep the catalog small enough that sharing decisions stay reviewable.
How organizations use Analytics Groups
Built role-based Analytics Groups for executives, regional managers, and analysts - each sees only the dashboards relevant to their decisions.
Separate Analytics Groups for partner users vs. internal users ensures partners never see internal-only competitive metrics.
Compliance-restricted Analytics Groups for PHI-bearing dashboards; only credentialed clinical staff are members, with auditable membership.
Trust & references
Hands-on resources to go deeper on Analytics Groups.
Test your knowledge
Q1. Who benefits most from Analytics Groups in an organization?
Q2. What type of data does Analytics Groups typically work with?
Q3. What is the primary purpose of Analytics Groups in Salesforce?
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