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.
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 access Communications Cloud Services Setup: | Service Cloud User permission set |
Use the Salesforce Platform steps if you deploy on the Salesforce Platform, or the managed package steps if you use a managed package deployment.
Turn On Communications Sales Insights on the Salesforce Platform
If you deploy on the Salesforce Platform, turn on these Revenue Cloud features.
- From Setup, use the Quick Find box to find and open Revenue Settings, and then turn on Enable Revenue Cloud.
- Use the Quick Find box to find and open Quote Settings, and then turn on Enable Quotes.
- Use the Quick Find box to find and open Dynamic Revenue Orchestrator Settings, and then turn on Enable DRO.
You see a confirmation message for each feature you turn on.
Turn On Communications Sales Insights with a Managed Package
If you use a managed package deployment, turn on these Communications Cloud features.
- Use the Quick Find box to find and open Salesforce Pricing Settings, and then turn on Enable Pricing.
- Use the Quick Find box to find and open Order Settings, and then turn on Enable Orders.
- Use the Quick Find box to find and open Tableau Next, and then turn on Tableau Next.
You see a confirmation message for each feature you turn on.