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Sales Basics
目錄
選取篩選

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          Before Setting Up Sales Insights

          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
           
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