Learn About Sales Workspace Permissions

Understand the permissions you need to set up Sales Workspace and the permissions your sales users need to access it.

Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

Admin Permissions

Make sure that you have these permission sets assigned to you.

Permission Set	Use
Customize Application	Modify application settings.
Data Cloud Architect	Manage data governance.
Tableau Next Admin	Access the Tableau Next Administration page and enable Tableau Next in your org. Note This permission set is assigned to you when you turn on Sales Workspace.
View Setup	View setup pages in Salesforce.

The Sales Workspace permission set group includes these permissions sets.

Permission Set	Use
Data Cloud User	Gives sales users view access to Data Cloud.
Pipeline Inspection User	Allows sales users to access Pipeline Inspection.
Sales Workspace User	Access sales metrics, recommended actions, and agent activity in Sales Workspace.
Tableau Next Limited Consumer	Provides user read-only access to freemium Tableau Next Intel Apps.

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