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            Set Up Sales Insights

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            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.

            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.
            • Before Setting Up Sales Insights
              Review considerations and implement data security before setting up Sales Insights.
            • Enable and Configure Sales Insights
              Overview the steps to get started with Sales Insights. The steps here reflect the Sales Insights Setup page, where you have a guided experience to lead you through the process. For more information about any of the steps, click the Learn More links included here.
            • After Setting Up Sales Insights
              Optional procedures, tips, and more information to optimize your Sales Insights experience.
             
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