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            Deploy the Data Kit(s) for Sales Insights

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            Deploy the Data Kit(s) for Sales Insights

            Step 2 for setting up Sales Insights is to deploy the data kits for the data you want to use. You have the option to base Sales Insights upon Opportunity-based data, or if you have enabled Forecasting in your org, you can base Sales Insights upon Forecasting data.

            Required Editions

            Available in: Lightning Experience
            Available with Sales with the Agentforce for Sales Add-On license in: Enterprise, Performance, and Unlimited Editions and Agentforce 1 Edition in: Performance and Unlimited Editions.
            Permission Sets Needed
            To set up Sales Insights: Sales Insights Admin
            To manage Sales Insights: Tableau Included App Manager and Data Cloud Architect
            To use Sales Insights: Tableau Next Limited Consumer and Data Cloud User
            Important
            Important If you have not yet installed the Sales Cloud package, first follow the standard process for installing a package. For more information, see Installing Packages.

            Data kits support the creation of data stream bundles and include data model customization and relationships. For Sales Insights, deploy the Sales Insights Data Kit, which includes DMOs and other assets for Sales Insights without forecasting. For Sales Insights with Forecasting, deploy the Forecasting Data Kit and the Unmanaged Data Kit, which includes history and trending DMOs and other assets for forecasting.

            Note
            Note Forecasting and Unmanaged Data Kits become available when Forecasting is enabled in your org.
            1. On the Sales Insights Setup page, at step 2, deploy either the Sales Insights Data Kit or the Forecasting and Unmanaged Data Kits.
              • For Sales Insights without forecasting, deploy the Sales Insights Data Kit.
                1. Click Deploy Data Kit.
                2. On the Sales Insights Data Kit page, click Data Kit Deploy.
              • For Sales Insights with Forecasting, deploy both the Forecasting Data Kit and the Unmanaged Data Kit.
                1. Next to Forecasting Data Kit, click Deploy Data Kit.
                2. On the Forecasting Data Kit page, click Data Kit Deploy.
                3. Return to the Sales Insights Setup page. Next to Unmanaged Data Kit, click Install.
                4. Select Install for All Users, and then click Install.
                5. On the HD Object Data Kit page, click Data Kit Deploy.
            2. Allow some time for the deployment to create all of the needed components.
            3. To view the data kit details, go to Setup > Data Cloud Setup > Feature Management > Developer Tools, and select Data Kits. Click the name of your data kit, and then click the tab with the name of your Sales Insights instance.
            4. Return to the Sales Insights Setup page to continue setting up Sales Insights.
             
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