---
schema_version: "1"
id: fdb624b9aada9e1b23c609f239a58b7623fb17eae2c36f8250d88c36032df767
title: Configure the Sales Insights Admin Permission Sets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_insights_admin_permsets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_admin_permsets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1f419f88daf26fae802185c3f0ed14a85e64b9ce22b590a49da2b90934519a90
description: Steps 4 and 5 for setting up Sales Insights is to confirm that the correct permission sets are assigned to the admin user. To manage Sales Insights, the Tableau Included App Manager permission set and the Data Cloud Architect permission set are both required.
products:
  - Sales Cloud
release: "264"
---
# Configure the Sales Insights Admin Permission Sets

Steps 4 and 5 for setting up Sales Insights is to confirm that the correct permission sets are assigned to the admin user. To manage Sales Insights, the Tableau Included App Manager permission set and the Data Cloud Architect permission set are both required.

### 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 with Sales with <strong>Agentforce 1 Edition</strong> or Agentforce for Sales Add-On license in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29097e68">Permission Sets Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29097e68 ">To set up Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29097e68 ">Sales Insights Admin</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29097e68 ">To manage Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29097e68 ">Tableau Included App Manager and Data Cloud Architect</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29097e68 ">To use Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29097e68 ">Tableau Next Limited Consumer and Data Cloud User</td>

          </tr>
        </tbody>
      </table>

This procedure covers steps 4 and 5 on the Sales Insights Setup page.

1. On the Sales Insights Setup page, at step 4 about the Tableau Included App Manager permission set, click **Assign**.
2. On the Tableau Included App Manager Permission Set page, click **Manage Assignments**.
3. Click **Add Assignments**.
4. Select your admin user(s), and click **Assign**.
5. Return to the Sales Insights Setup page.
6. On the Sales Insights Setup page, at step 5 about the Data Cloud Architect permission set, click **Assign**.
7. On the Data Cloud Architect Permission Set page, click **Manage Assignments**.
8. Click **Add Assignments**.
9. Select your admin user(s), and click **Assign**.
10. Return to the Sales Insights Setup page to continue setting up Sales Insights.