Add the Communications Sales Insights dashboards to your Communications Cloud app so your sales, operations, and finance teams can see it.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer editions with Communications Cloud Advanced and Agentforce for Communications. |
| User Permissions Needed | |
|---|---|
| To configure dashboards: | System Administrator profile |
- Open Lightning App Builder and select the App Page you want to configure.
- Add the Tableau Next dashboard component.
- Select Communications Sales Insights and set it as the primary App Page.
Your Communications Sales Insights dashboard is now visible in your Communications Cloud app.
Note Assign the Tableau Next Standard Consumer License or Tableau Next
Limited Consumer License set to your sales, operations, and finance users so they can view
the dashboard.