You are here:
Set Up Sales Insights
Give your sales teams access to Sales Insights dashboards and analytics. Make sure to enable other relevant features to get the most out of 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. |
- Considerations for Setting up Sales Insights
When you set up Sales Insights, you must have certain settings configured in your org, and you must have certain objects to populate the dashboards correctly. - Add Row-Level Security with a Data Governance Policy
You must create a role hierarchy to define your sales teams and the data each role can access before you set up Sales Insights. The following example shows you how policies might be set up. - Row-Level Security Example based on Role Hierarchy
This policy leverages the Salesforce Role Hierarchy to allow managers/supervisors to view not only their own records but also the records belonging to their subordinates. This capability uses the specialized hierarchy operator in Data 360. - Row-Level Security Example based on Manager Hierarchy
This policy is used in organizations where reporting structure is managed by a specific Manager field rather than the formal Role Hierarchy. This also relies on the specialized hierarchy operator. - Sales Insights Assets
When you set up Sales Insights, specific assets are included. To modify dashboards, you can modify these assets. - Enable and Configure Sales Insights
Set up and configure Sales Insights so that your sales teams can access performance dashboards and analytics. - Create a Data 360 Salesforce CRM Connection for Sales Insights
Before installing the Sales data kit and Sales Insights, connect Data 360 to Salesforce. - 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. - Install the C360 Semantic Model
The C360 semantic data model (SDM) is a unified semantic model that serves as a central foundation to define and manage metrics derived from standard Salesforce objects. It defines the relationships between Sales Insights objects. - Sales Insights Post Installation Steps
To make it easy to view your insights, add the Sales Insights App to your Navigation Bar. - Monitor, Update, and Delete Sales Insights Apps
Use the app management tab to monitor the status of install requests, view logs to troubleshoot install issues, track app usage statistics, and update and delete apps. - Troubleshoot Sales Insights Enablement
When enabling Sales Insights, a few common errors can occur. You may have the wrong objects or custom objects. You may have Org configurations that are incompatible with the requirements of the app. The following sections can help you troubleshoot these common issues. - 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.
Did this article solve your issue?
Let us know so we can improve!
