Understand the permissions you need to set up Sales Workspace and the permissions your sales users need to access it.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
Admin Permissions
Make sure that you have these permission sets assigned to you.
| Permission Set | Use |
|---|---|
| Customize Application | Modify application settings. |
| Data Cloud Architect | Manage data governance. |
| Tableau Next Admin |
Access the Tableau Next Administration page and enable Tableau Next in your org.  Note This permission set is assigned to you when you turn on Sales
Workspace.
|
| View Setup | View setup pages in Salesforce. |
Seller Permission Set Group
The Sales Workspace permission set group includes these permissions sets.
| Permission Set | Use |
|---|---|
| Data Cloud User | Gives sales users view access to Data Cloud. |
| Pipeline Inspection User | Allows sales users to access Pipeline Inspection. |
| Sales Workspace User | Access sales metrics, recommended actions, and agent activity in Sales Workspace. |
| Tableau Next Limited Consumer | Provides user read-only access to freemium Tableau Next Intel Apps. |