Step 3 for setting up Sales Insights is to verify that the C360 Semantic Model is
installed. The C360 Semantic Model is a unified semantic model that serves as a central
foundation to define and manage metrics derived from standard Salesforce objects. It defines the
relationships between Sales Insights objects.
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 |
For more information about the C360 semantic model, see The C360 Semantic Model.
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On the Sales Insights setup page, at step 3, click Go to Setup.
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On the C360 Semantic Model Setup page, open the dropdown menu for the data space where you
plan to create Sales Insights, and click Install.
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Allow some time for the components to install. You can view progress under the tab for the
data space. The Setup page adds a tab for each installed C360 Semantic Model, where you can
view monitoring and resources information.
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Return to the Sales Insights Setup page to continue setting up Sales Insights.
