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            Select Who Can Manage Sales Insights

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            Select Who Can Manage Sales Insights

            The Sales Insights User permission sets have all the permissions to get your sales team started using Sales Insights dashboards and analytics.

            Required Editions

            Available in: Lightning Experience
            Available with Sales with the Agentforce for Sales Add-on license in: Enterprise, Performance, and Unlimited Editions and Agentforce 1 Sales Edition in: 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
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click the Sales Insight User permission set.
            3. Click Manage Assignments, and then Add Assignments. Then assign the permission set to users.
            4. Click Done.
             
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