---
schema_version: "1"
id: 71381f81d1c4c17b0876d165c0fdb33e7daa05182af752a9cdcbd17a61f8be97
title: Create a Data 360 Salesforce CRM Connection for Sales Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_insights_data_cloud_connect.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_data_cloud_connect.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d5f39bb3afb345315f052e7d340048209a5fcb7fb51ccd4a55b7a30345693848
description: Step 1 for setting up Sales Insights is to verify that your Salesforce org is connected in Data 360.
products:
  - Sales Cloud
release: "264"
---
# Create a Data 360 Salesforce CRM Connection for Sales Insights

Step 1 for setting up Sales Insights is to verify that your Salesforce org is connected in Data 360.

### 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="d5242e79">Permission Sets Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5242e79 ">To set up Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5242e79 ">Sales Insights Admin</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5242e79 ">To manage Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5242e79 ">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="d5242e79 ">To use Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5242e79 ">Tableau Next Limited Consumer and Data Cloud User</td>

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

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_important.png)

Important Sales Insights currently supports only an internal Salesforce connection.

1. On the Sales Insights setup page, at step 1, click **Go to Setup**.
2. On the Data Cloud Setup page, click **Connect an Org**.
3. Ensure that you have an internal Salesforce connection.
    
    1. 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](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&language=en_US)
    2. 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.
4. Return to the Sales Insights Setup page to continue setting up Sales Insights.