---
schema_version: "1"
id: 37748967eba0694a0d55272c732bb70105618c0eb907c0b2b62da9f63270ca99
title: Configure Sales Insights User Permission Sets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_insights_user_permsets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_user_permsets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 39496e914422dd33e594d01c5af53c0d9c3d5e3eb7c0b64a49ff5964f3dc0a46
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<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="d30029e68">Permission Sets Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30029e68 ">To set up Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30029e68 ">Sales Insights Admin</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30029e68 ">To manage Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30029e68 ">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="d30029e68 ">To use Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30029e68 ">Tableau Next Limited Consumer and Data Cloud User</td>

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

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](https://help.salesforce.com/s/articleView?id=sales.sales_insights_post_install.htm&type=5&language=en_US).