Review considerations and implement data security before setting up Sales Insights.
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. |
| 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 |
- Requirements and Considerations for Setting Up Sales Insights
Before setting up Sales Insights, take into account these requirements and considerations. - Add Row-Level Security with a Data Governance Policy
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.