Before you set up Sales Insights, you must create a role hierarchy to define your sales teams and the data each role can access. Review the example pages for how to configure policies.
Required Editions
| Available in: Lightning Experience |
| Available with Sales with Agentforce 1 Edition or Agentforce for Sales Add-On license in: Enterprise, Performance, and Unlimited Editions. |
| User Permissions Needed | |
|---|---|
| To manage Data 360: | Data Cloud Architect |
| To manage Sales Insights: | Sales Insights User permission set |
| To use Sales Insights: | Tableau Next Limited Consumer |
Important For more detailed information about creating role-based access for Data 360 objects, see Create a Record-Level Policy in Data Cloud
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- Row-Level Security Example Based on Record Ownership
This policy ensures that a user can only view records (for example, Opportunities) that they’re explicitly designated as the owner of. - Row-Level Security Example Based on Role Hierarchy
This policy leverages the Salesforce Role Hierarchy to allow managers/supervisors to view not only their own records but also the records belonging to their subordinates. This capability uses the specialized hierarchy operator in Data 360. - Row-Level Security Example Based on Manager Hierarchy
This policy is used in organizations where reporting structure is managed by a specific Manager field rather than the formal Role Hierarchy. This also relies on the specialized hierarchy operator.