Enable Communications Sales Insights, set up required user permissions, link data sources, and install Tableau Next dashboards to begin accessing real-time revenue analytics.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer editions with Communications Cloud Advanced and Agentforce for Communications. |
From Setup, go to Communications Cloud, and then select Services Setup. This setup page walks you through the steps to install the Sales Insights app. Refresh the page as you complete steps to see your progress update.
Enable and set up Data 360 before you start these steps. For more information, see Set Up and Maintain Data 360.
- Turn On Communications Sales Insights
Enable the industry-specific features so Communications Sales Insights can collect and analyze your sales metrics. This task serves as the primary setup step for Communications Sales Insights. - Assign Data 360 Admin Permission Sets
Assign the Data Cloud Admin or Data Cloud Architect permission set to the users who set up and manage Communications Sales Insights. - Build Your Data 360 Connection
Update the Data 360 Salesforce Connector permission set to give Communications Sales Insights access to your Revenue Cloud data. These permissions let the connector read pricing information, create orders from quotes, and work with the Dynamic Revenue Orchestrator (DRO) features. - Create Communications Sales Insights Data Streams
To build analytics for Communications Sales Insights, establish a data stream that ingests your ordering, quoting, and sales data into Data 360. - Install the Tableau Next App
Install the Tableau Next app Communications Sales Insights. You can then display Communications Sales Insights dashboards in your org. - Add Communications Sales Insights Dashboards to Communications Cloud App
Add the Communications Sales Insights dashboards to your Communications Cloud app so your sales, operations, and finance teams can see it.