Set up Sales Workspace for your sales users from Salesforce Go.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
- Prepare Data to Show Insights on Sales Workspace
To set up Sales Workspace, first turn on and configure Data 360, which provides data visualization and insights for your sales users. - Enable Data Cloud Salesforce Connector Permissions
To show quota attainment metrics in Sales Workspace, enable the View All Forecasts permission in the Data Cloud Salesforce Connector permission set. - Turn On Sales Workspace
Turning on Sales Workspace also turns on Einstein Activity Capture (EAC) and Einstein Conversation Insights (ECI) and assigns admin the Tableau Next Admin permission set. - Enable Data Governance Permissions for Sales Workspace
To use Data 360 Data Governance features for Sales Workspace, you need to grant access to the impacted objects according to an access policy. - Connect Salesforce to Your Email and Recording Providers
To let EAC and ECI tools access your teams’ email data, calendar data, and meeting recordings, connect Salesforce to your company's email and call recording systems. The essential activity data from EAC and ECI is fed into Sales Workspace to show sellers actionable insights. - Set Up Data Governance for Sales Workspace
To give your sales users access to the data they need while restricting access to other data, add the Sales Workspace Data Governance permission set to the Sales Workspace permission set group. - Grant Sales Users Access to Sales Workspace
To use Sales Workspace, sales users need specific permissions, which are assigned through the Sales Workspace permission set group. The Sales Workspace go page lets you assign it quickly. - Create an Opportunity Revenue Forecast Type
To show sellers their key performance insights on the Sales Workspace page per forecast period, create an opportunity revenue forecast type. - Turn on Recommendations for Your Sellers (Optional)
To recommend sellers the next best actions in Sales Workspace to meet their sales goals, turn on Agentforce Lead Nurturing and Agentforce Sales Management. This step is optional. - Set Sales Workspace as the Home Page
Let your sales team use the Sales Workspace page to track performance, view agent activity, and act on recommendations in one place. - Show Your Own Signals on Sales Workspace
Help your sales reps work more efficiently by surfacing signals specific to your operating model. Write custom recommendations using a Flow or Apex job so that sellers get guidance that matches the way your teams sell. - Choose the Action for a Custom Signal
Direct your sales team’s next steps by defining the actions they take on custom signals. Every signal in the feed shows one action button, and for a custom signal, you decide which action that button runs. - Create an Agent Quick Action for Signals
Help sellers easily hand off tasks to an agent without leaving Sales Workspace. Build an action that opens the Assist panel for a specific agent to process a suggestion. - Override Default Actions for Meeting Prep Signals
Replace standard meeting prep actions on Sales Workspace with custom Agentforce side panel actions. - Report on Signals Performance
See which signals your sellers act on and which ones they dismiss, so that you can improve the guidance that Sales Workspace gives them.