Sales Basics

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Sales Basics

Before Setting Up Sales Insights

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Before Setting Up Sales Insights

Review considerations and implement data security before setting up Sales Insights.

Required Editions

Available in: Lightning Experience

Available with Sales with Agentforce 1 Edition or Agentforce for Sales Add-On license in: Enterprise, Performance, and Unlimited Editions.

Permission Sets Needed
To set up Sales Insights:	Sales Insights Admin
To manage Sales Insights:	Tableau Included App Manager and Data Cloud Architect
To use Sales Insights:	Tableau Next Limited Consumer and Data Cloud User

Requirements and Considerations for Setting Up Sales Insights
Before setting up Sales Insights, take into account these requirements and considerations.
Add Row-Level Security with a Data Governance Policy
Before you set up Sales Insights, you must create a role hierarchy to define your sales teams and the data each role can access. Review the example pages for how to configure policies.

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