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Configure Sales Insights User Permission Sets

Steps 7 and 8 for setting up Sales Insights are to confirm that the correct permission sets are assigned to your Sales Insights users. To view Sales Insights dashboards, every user needs both the Tableau Next Limited Consumer permission set and the Data Cloud User permission set.

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

This procedure covers steps 7 and 8 on the Sales Insights Setup page.

  1. On the Sales Insights Setup page, at step 7 about the Tableau Next Limited Consumer permission set, click Assign.
  2. On the Tableau Next Limited Consumer Permission Set page, click Manage Assignments.
  3. Click Add Assignments.
  4. Select your users, and click Assign.
  5. Return to the Sales Insights Setup page.
  6. On the Sales Insights Setup page, at step 8 about the Data Cloud User permission set, click Assign.
  7. On the Data Cloud User Permission Set page, click Manage Assignments.
  8. Click Add Assignments.
  9. Select your users, and click Assign.
    Congratulations, you’ve completed setting up Sales Insights!
  10. To learn how to open Sales Insights, complete optional post-installation steps, monitor, troubleshoot, and more, see After Setting Up Sales Insights.