Step 1 for setting up Sales Insights is to verify that your Salesforce org is connected in Data 360.
Required Editions
| Available in: Lightning Experience |
| Available with Sales with the Agentforce for Sales Add-On license in: Enterprise, Performance, and Unlimited Editions and Agentforce 1 Edition in: Performance and Unlimited Editions. |
| Permission Sets Needed | |
|---|---|
| To set up Sales Insights: | Sales Insights Admin |
| To manage Sales Insights: | Tableau Included App Manager and Data Cloud Architect |
| To use Sales Insights: | Tableau Next Limited Consumer and Data Cloud User |
Data 360 must be enabled and set up in the org where you’re installing Sales Insights. If Data 360 is already enabled, you could already have a Salesforce CRM connection. In this case, use these steps to verify that your Salesforce org is connected.
Important Sales Insights currently supports only an internal
Salesforce connection.
- On the Sales Insights setup page, at step 1, click Go to Setup.
- On the Data Cloud Setup page, click Connect an Org.
-
Ensure that you have an internal Salesforce connection.
- If no connections are listed, click Connect. Then click Connect again for your Salesforce org. For more information, see Set Up a CRM Salesforce Org Connection
- If connections exist, make sure that you have a connection to the Salesforce org where you want to create Sales Insights. If you don’t, click New, then Connect to a Salesforce Org, and then Next. Follow the wizard instructions to complete the procedure.
Your Salesforce org is now connected as a data source and data action target. - Return to the Sales Insights Setup page to continue setting up Sales Insights.