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Sales Basics
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Sales Insights

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Sales Insights

Sales Insights is a data-driven sales solution that unites Tableau Next dashboards and analytics with an easy-to-visualize view of your sales organization. Sales Insights includes Tableau Next and customer engagement features packed with customer data to help sales teams win deals with confidence.

Required Editions

Available in: Lightning Experience
Available with Sales in Agentforce 1 Edition or Agentforce for Sales Add-On license in: Enterprise, Performance, and Unlimited Editions.
Note
Note

As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

  • Set Up Sales Insights
    Give your sales teams access to Sales Insights dashboards and analytics. Make sure to enable other relevant features to get the most out of Sales Insights.
  • Sales Insights Semantic Models, Objects, Metrics, and Fields
    When you set up Sales Insights, specific assets are included. To modify the Sales Insights dashboards, you can modify these assets.
  • Sales Insights Dashboards
    Sales Insights helps sales teams make fast decisions to improve ROI in every part of the sales cycle. Use Sales Insights to help sales teams gain performance insights to build stronger pipelines and generate more revenue.
 
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