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Set Up Sales Workspace
Set up Sales Workspace for your sales users from Salesforce Go.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
- Prepare Data to Show Insights on Sales Workspace
To set up Sales Workspace, first turn on and configure Data 360, which provides data visualization and insights for your sales users. - Turn On Sales Workspace
Turning on Sales Workspace also turns on Einstein Activity Capture (EAC) and Einstein Conversation Insights (ECI) and assigns admin the Tableau Next Admin permission set. - Enable Data Governance Permissions for Sales Workspace
To use Data 360 Data Governance features for Sales Workspace, you need to grant access to the impacted objects according to an access policy. - Connect Salesforce to Your Email and Recording Providers
To let EAC and ECI tools access your teams’ email data, calendar data, and meeting recordings, connect Salesforce to your company's email and call recording systems. The essential activity data from EAC and ECI is fed into Sales Workspace to show sellers actionable insights. - Set Up Data Governance for Sales Workspace
To give your sales users access to the data they need while restricting access to other data, add the Sales Workspace Data Governance permission set to the Sales Workspace permission set group. - Grant Sales Users Access to Sales Workspace
To use Sales Workspace, sales users need specific permissions, which are assigned through the Sales Workspace permission set group. The Sales Workspace go page lets you assign it quickly. - Create an Opportunity Revenue Forecast Type
To show sellers their key performance insights on the Sales Workspace page per forecast period, create an opportunity revenue forecast type. - Turn on Recommendations for Your Sellers (Optional)
To recommend sellers the next best actions in Sales Workspace to meet their sales goals, turn on Agentforce Lead Nurturing and Agentforce Sales Management. This step is optional. - Set Sales Workspace as the Home Page
Let your sales team use the Sales Workspace page to track performance, view agent activity, and act on recommendations in one place.
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