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Communications Sales Insights Requirements
Communications Sales Insights needs specific user permissions, add-ons, and org permissions, provisioned in your Salesforce org before you begin.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer editions with Communications Cloud Advanced and Agentforce for Communications. |
Requirements vary depending on whether you are using the Salesforce Platform or a managed package deployment.
User Permissions
The table shows the user permissions Communications Sales Insights needs, and whether each is required for the Salesforce Platform, the managed package, or both.
| User Permissions | Salesforce Platform | Managed Package |
|---|---|---|
| DRO Admin User | Required | Not required |
| Data Cloud Architect / Data Cloud Admin | Required | Required |
| Tableau Next Admin | Required | Required |
| Tableau Included App Manager | Required | Required |
Add-Ons
The table shows the add-ons Communications Sales Insights needs, and whether each is required for the Salesforce Platform, the managed package, or both.
| Add-on / Feature | Salesforce Platform | Managed Package |
|---|---|---|
| RevenueLifeCycleManagementAddon | Required | Not required |
| PriceOptimizationMonitoringAddon | Required | Not required |
| CRMUserAddOn | Not required | Required |
| IndustriesOMB2BOrders1000AddOn | Not required | Required |
| EnterpriseProductCatalogPlatformAddOn | Not required | Required |
| TableauEinsteinIncludedAppAddon | Required | Required |
| CdpDataSpaces | Required | Required |
| TableauEinsteinAddOn (Optional) | Required | Required |
| CommunicationsCloudAddOn | Required | Required |
| CommunicationsCloudPlusAddOn / AgentforceForCommunicationsAddOn | Required | Required |
| GenieDataPlatformStarter | Required | Required |
Org Permissions
Communications Sales Insights needs these org permissions for both the Salesforce Platform and the managed package:
- SemanticAuthoring
- CDPSemanticModel
- CDPSemanticModelQueryUI
- SemanticQuery
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