---
schema_version: "1"
id: 45364427d67df1b6730e392455879decb6e228a338d2535e582209b5f74abcb9
title: After Setting Up 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_post_install.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_post_install.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6113a2d9d717b882ae23605cff195dd8fc27758de3f8f84f709026349d7f05aa
description: Optional procedures, tips, and more information to optimize your Sales Insights experience.
products:
  - Sales Cloud
release: "264"
---
# After Setting Up Sales Insights

Optional procedures, tips, and more information to optimize your Sales Insights experience.

## Open Sales Insights

To open Sales Insights, in the Salesforce App Launcher, enter Sales Insights, and select **Sales Insights**.

## Make the Sales Insights Page Available to Users

Sales Insights includes a pre-built Lightning page with navigation to the dashboards. You can activate this page for your users, or create a custom Lightning page by using the Lightning App Builder.

- To activate the Sales Insights Lightning page for users, follow these steps.
    1. From Setup, enter Profiles in the Quick Find box, then select **Profiles**.
    2. Select the profile for the users who need access to Sales Insights dashboards.
    3. In the profile settings, locate the Sales Insights Lightning page in the object settings.
    4. Enable access to the page for the profile.The Sales Insights tab becomes available to users with the assigned profile and permission sets.

- To customize the layout or embed Sales Insights dashboards in a different way, create a custom page by using the Lightning App Builder.
    1. From Setup, enter Lightning App Builder in the Quick Find box, then select **Lightning App Builder**.
    2. Create a new Lightning page, or edit an existing page.
    3. Click the Tableau Next Dashboard component, and add Sales Insights dashboards to your page.
    4. Activate the page and assign it to the appropriate profiles or users.Users with the appropriate profiles and permission sets can access Sales Insights dashboards.

For information about building a Lightning page with the Lightning App Builder, see [Create an App Home Page with the Lightning App Builder](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_create_app_page.htm&language=en_US).

## Make Sales Insights Easy to Reach

To make it easy to view your insights, add the Sales Insights app to your navigation bar, or create a shortcut by using favorites. For more information, see [Personalize Your Navigation](https://help.salesforce.com/s/articleView?id=xcloud.user_userdisplay.htm&type=5&language=en_US).

## View Resources

After successful installation, the app resources associated with your Sales Insights app are listed under Resources on the Setup page for your app. To view the assets, go to Setup > Sales Insights, click the tab that has the name of your app, and then click the **Resources** tab. The resources include analytics assets, such as dashboards, workspaces, metrics, and visualizations; data assets, such as semantic models, data model objects, data lake objects, and data streams; and transformations, such as data transforms.

- **[Monitor, Update, and Delete Sales Insights Apps](https://help.salesforce.com/s/articleView?id=sales.sales_insights_manage_apps.htm&release=264.0.0&type=5)**  
    Use the app management tab to monitor the status of install requests, view logs to troubleshoot install issues, track app usage statistics, and update and delete apps.
- **[Troubleshoot Sales Insights Enablement](https://help.salesforce.com/s/articleView?id=sales.sales_insights_troubleshoot.htm&release=264.0.0&type=5)**  
    When enabling Sales Insights, a few common errors can occur. You may have the wrong objects or custom objects. You may have Org configurations that are incompatible with the requirements of the app. The following sections can help you troubleshoot these common issues.