Operations

This section covers the administrative standards for Advanced Analytics in Cloudaware, including access control, analytics asset governance, and performance planning.

RBAC

Enable users to access Advanced Analytics dashboards and configure appropriate Salesforce CRM Analytics licenses, permission sets, dataset security, dashboard sharing, and Cloudaware RBAC.

Data Governance

Apply naming standards, dataset hygiene, recipe structure, app organization, null handling, and cleanup practices for Analytics assets.

Performance & Scale

Learn how to optimize CRM Analytics performance by controlling dataset size, tuning recipes and dashboards, scheduling jobs effectively, and planning retention at scale.