Create a Data 360 Salesforce CRM Connection for Sales Insights
Before installing the Sales data kit and Sales Insights, connect Data 360 to Salesforce.
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
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
Important Sales Insights currently supports only an internal Salesforce
connection.
On the Sales Insights setup page, click Connect for the Create the
Data Cloud Salesforce CRM Connection step.
Ensure you have an internal Salesforce connection.
If no connections are listed, click Connect. Then click
Connect again for the Salesforce org.
If connections exist, make sure that you have a connection to the Salesforce org. If you
don’t, click New and then click Connect for the
Salesforce org.
Your Salesforce org is now connected as a data source and data action target.
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