---
schema_version: "1"
id: ebe666acbb45cc8d16a21f2c6139242c3456f17104903b815f7e1fcb834c1cbf
title: Before 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_setup_before.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_setup_before.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b30c0ce3be6c0cb0c38d25bc098fa84c6d08f639e08fc3199650c3067fc4d6c5
description: Review considerations and implement data security before setting up Sales Insights.
products:
  - Sales Cloud
release: "264"
---
# Before Setting Up Sales Insights

Review considerations and implement data security before setting up Sales Insights.

### 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 <strong>Agentforce 1 Edition</strong> or Agentforce for Sales Add-On license in: <strong>Enterprise</strong>, <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="d7229e68">Permission Sets Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7229e68 ">To set up Sales Insights:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7229e68 ">Sales Insights Admin</td>

        </tr>
        <tr class="">
          <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7229e68 ">To manage Sales Insights:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7229e68 ">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="d7229e68 ">To use Sales Insights:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7229e68 ">Tableau Next Limited Consumer and Data Cloud User</td>

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

- **[Requirements and Considerations for Setting Up Sales Insights](https://help.salesforce.com/s/articleView?id=sales.sales_insights_considerations.htm&release=264.0.0&type=5)**  
    Before setting up Sales Insights, take into account these requirements and considerations.
- **[Add Row-Level Security with a Data Governance Policy](https://help.salesforce.com/s/articleView?id=sales.sales_insights_role_access.htm&release=264.0.0&type=5)**  
    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.