---
schema_version: "1"
id: 53dda3bad55845ed12dead5204a99ae3e96d0040bd0a92ea2c0bb0f770ced243
title: Set Up Communications Sales Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_set_up_sales_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_set_up_sales_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4975e9895870daea39fd97cda22d8f46d3bb20366f4a519def024437cb432918
description: Enable Communications Sales Insights, set up required user permissions, link data sources, and install Tableau Next dashboards to begin accessing real-time revenue analytics.
products:
  - Communications
release: "264"
---
# Set Up Communications Sales Insights

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> editions with Communications Cloud Advanced and Agentforce for Communications.</td></tr></tbody></table>

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](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up.htm&language=en_US&type=5).

- **[Turn On Communications Sales Insights](https://help.salesforce.com/s/articleView?id=ind.comms_turn_on_sales_insights.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.comms_assign_data_cloud_admin_perm_sets.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.comms_build_data_cloud_connection.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.comms_create_sales_insights_data_stream.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.comms_install_the_tableau_next_app.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.comms_add_sales_insights_dashboards_to_cloud_app.htm&release=264.0.0&type=5)**  
    Add the Communications Sales Insights dashboards to your Communications Cloud app so your sales, operations, and finance teams can see it.