---
schema_version: "1"
id: dce19a41bd578288464e1a88d87dbd5262e5db58fe6f49b66f1f217c23f0929e
title: Create the Sales Insights App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_insights_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9607b786e27fc19f504283baca30320e8c61fa616b980ca7fed210afd341025d
description: Step 6 for setting up Sales Insights is to create the Sales Insights app. Follow on-screen instructions that allow you to specify the data to use and the data space where to install your app.
products:
  - Sales Cloud
release: "264"
---
# Create the Sales Insights App

Step 6 for setting up Sales Insights is to create the Sales Insights app. Follow on-screen instructions that allow you to specify the data to use and the data space where to install your app.

### 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 the Agentforce for Sales Add-On license in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions and Agentforce 1 Edition in: <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="d9561e73">Permission Sets Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9561e73 ">To set up Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9561e73 ">Sales Insights Admin</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9561e73 ">To manage Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9561e73 ">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="d9561e73 ">To use Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9561e73 ">Tableau Next Limited Consumer and Data Cloud User</td>

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

1. On the Sales Insights setup page, at step 6, click **Start**.
    
    Sales Insights checks whether your org includes the data and settings to transform the data model objects and create the semantic data models and dashboards. If you receive an error message, follow the instructions and then restart the installation process.
2. In the wizard, when the Org Readiness Validation finishes and the Next button becomes ready, click **Next**.
3. If you have enabled Forecasting and deployed the Forecasting and Unmanaged Data Kits, you now have the option to select Sales Insights with or without Forecasting. If you haven’t enabled Forecasting, this option won’t appear.
    
    Select **Yes** to enable the Sales Insights app to use the Forecasting data.
    
    Select **No** to base the Sales Insights app on the Opportunity data.
4. Click **Next**.
5. Select the data space for your Sales Insights app. The data space should be where you installed the C360 Semantic Model. The choice of data spaces allows you to organize your data for your business needs and to align with your organization's data governance and access requirements.
6. Click **Next**.
7. Enter a name for your app, and optionally, you can enter a description. Select the log level. Click **OK**.
8. Return to the Sales Insights Setup page to continue setting up Sales Insights.