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            Add Row-Level Security with a Data Governance Policy

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            Add Row-Level Security with a Data Governance Policy

            Before you set up Sales Insights, you must create a role hierarchy to define your sales teams and the data each role can access. Review the example pages for how to configure policies.

            Required Editions

            Available in: Lightning Experience
            Available with Sales with Agentforce 1 Edition or Agentforce for Sales Add-On license in: Enterprise, Performance, and Unlimited Editions.
            User Permissions Needed
            To manage Data 360: Data Cloud Architect
            To manage Sales Insights: Sales Insights User permission set
            To use Sales Insights: Tableau Next Limited Consumer
            Important
            Important For more detailed information about creating role-based access for Data 360 objects, see Create a Record-Level Policy in Data Cloud .
             
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