---
schema_version: "1"
id: d6f811dabb78536a406fb1bcbadf98c5b3a0d85c98c1e80e74ff056a52ac8dc0
title: Deploy the Data Kit(s) 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_install_sales_data_kit.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_install_sales_data_kit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fbd65b06638de7a3be260414463e1bfb9354e62e1498f78d147be5d4d881d554
description: Step 2 for setting up Sales Insights is to deploy the data kits for the data you want to use. You have the option to base Sales Insights upon Opportunity-based data, or if you have enabled Forecasting in your org, you can base Sales Insights upon Forecasting data.
products:
  - Sales Cloud
release: "264"
---
# Deploy the Data Kit(s) for Sales Insights

Step 2 for setting up Sales Insights is to deploy the data kits for the data you want to use. You have the option to base Sales Insights upon Opportunity-based data, or if you have enabled Forecasting in your org, you can base Sales Insights upon Forecasting data.

### 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="d15759e73">Permission Sets Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15759e73 ">To set up Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15759e73 ">Sales Insights Admin</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15759e73 ">To manage Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15759e73 ">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="d15759e73 ">To use Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15759e73 ">Tableau Next Limited Consumer and Data Cloud User</td>

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

![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 If you have not yet installed the Sales Cloud package, first follow the standard process for installing a package. For more information, see [Installing Packages](https://developer.salesforce.com/docs/atlas.en-us.appExchangeInstallGuide.meta/appExchangeInstallGuide/appexchange_install_installation.htm).

Data kits support the creation of data stream bundles and include data model customization and relationships. For **Sales Insights**, deploy the Sales Insights Data Kit, which includes DMOs and other assets for Sales Insights without forecasting. For **Sales Insights with Forecasting**, deploy the Forecasting Data Kit and the Unmanaged Data Kit, which includes history and trending DMOs and other assets for forecasting.

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

Note Forecasting and Unmanaged Data Kits become available when Forecasting is enabled in your org.

1. On the Sales Insights Setup page, at step 2, deploy either the Sales Insights Data Kit or the Forecasting and Unmanaged Data Kits.
    
    - For Sales Insights without forecasting, deploy the Sales Insights Data Kit.
        1. Click **Deploy Data Kit**.
        2. On the Sales Insights Data Kit page, click **Data Kit Deploy**.
    - For Sales Insights with Forecasting, deploy both the Forecasting Data Kit and the Unmanaged Data Kit.
        1. Next to Forecasting Data Kit, click **Deploy Data Kit**.
        2. On the Forecasting Data Kit page, click **Data Kit Deploy**.
        3. Return to the Sales Insights Setup page. Next to Unmanaged Data Kit, click **Install**.
        4. Select **Install for All Users**, and then click **Install**.
        5. On the HD Object Data Kit page, click **Data Kit Deploy**.
2. Allow some time for the deployment to create all of the needed components.
3. To view the data kit details, go to Setup > Data Cloud Setup > Feature Management > Developer Tools, and select **Data Kits**. Click the name of your data kit, and then click the tab with the name of your Sales Insights instance.
4. Return to the Sales Insights Setup page to continue setting up Sales Insights.