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            Install the Sales Data Kit for Sales Insights

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            Install the Sales Data Kit for Sales Insights

            If you have not already installed the Sales Cloud bundle and the Sales Cloud data kit, do this first.

            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
            Important If you have not yet installed the Sales Cloud package, first follow the standard process for installing a package. For more information, see Installing Packages.
            1. Go to Data Cloud> Data Streams and click New.
            2. Select Salesforce CRM and click Next.
            3. Select Sales Insights and click Next.

            To view the data kit details, go to Data Cloud Setup. Under Tools, select Data Kits and then click Sales Insights.

             
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