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How to Enable and Access Salesforce Analytics Cloud for the First Time

By Gean Martinez 11.30.15

If you just got Salesforce Analytics Cloud (Wave) provisioned for your org and attempt to find it, you will not be able to right away. You can’t even find it as an app. What could be going on here? You are sure it was installed. Fret not, this quick guide will you show you how to make Wave Accessible.

First, go to Setup -> Manage Users -> Click on the Target user. In my case it is Gean Martinez.

Once the user’s setup page loads, focus on two elements: Permission Set License Assignments and Permission Set Assignments.

 

 

First, go into the Permission Set License Assignment and click on Edit Assignments.

 

 

Here you assign the appropriate Wave license to the target user. My user will be creating dashboards and dataflows; therefore, I will select and enable the Salesforce Anlaytics Cloud Builder Permission Set License and click Save.

Then, back at the User’s Setup Page, click on Permission Set Assignments and click Edit Assignments.

 

 

Here you grant any available permissions sets to the the target user. My user will need the Salesforce Analytics Cloud Builder permission set, so I will select it from the Available Permission Sets list and click the add button to move it to the list of Enabled Permission Sets.

 

 

Important: This step of assigning a permission set will not work if you do not enable the permission set license for this user first .

Now, let’s click on Home and see if the Analytics app is available.

 

 

Voila! As you can see, Salesforce Analytics Cloud is now available under the Apps menu. Let’s launch it to see if it loads.

 

 

There you have it. Wave is now enabled, accessible and at your service. Interested in learning more? Click here to get in touch so we can learn more about what your Wave needs!

This blog originally appeared on SF for You, a blog by Silverline Technical Architect Gean Martinez. 

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