Give your sales teams access to Sales Insights dashboards and analytics. Make sure to
enable other relevant features to get the most out of 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. |
- Before Setting Up Sales Insights
Review considerations and implement data security before setting up Sales Insights.
- Enable and Configure Sales Insights
Overview the steps to get started with Sales Insights. The steps here reflect the Sales Insights Setup page, where you have a guided experience to lead you through the process. For more information about any of the steps, click the Learn More links included here.
- After Setting Up Sales Insights
Optional procedures, tips, and more information to optimize your Sales Insights experience.
