---
schema_version: "1"
id: a116b6acc35f2032fab1b5b3fd4f9258225e9fbf3698dc9f21980458678c8a9b
title: Enable Einstein Forecasting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/einstein_sales_forecasting_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 35eb03e5df40a9fdec2039b168aed27356bb39eec01f3974278ff616657ff6fe
description: Provide your forecast managers with AI-powered intelligence that improves forecasting accuracy, predicts results, and tracks how sales teams are doing.
products:
  - Sales
  - Cross Cloud
release: "264"
---
# Enable Einstein Forecasting

Provide your forecast managers with AI-powered intelligence that improves forecasting accuracy, predicts results, and tracks how sales teams are doing.

### 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 and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Enterprise</strong> Edition</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7165e46">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7165e46 ">To enable Einstein Forecasting:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7165e46 ">Customize Application AND Modify All Data</td>
          </tr>
        </tbody>
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![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-einstein_sales-264-0-0-production-enus/13c193d3-11a5-49f2-8dbf-542c62890274/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-einstein_sales-264-0-0-production-enus/13c193d3-11a5-49f2-8dbf-542c62890274/images/icon_important.png)

Important To enable users for Einstein Forecasting, make sure they’re enabled to use forecasts and are assigned as a forecast manager.

1. From Setup, enter Assisted Setup in the Quick Find box, and then select **Assisted Setup**.
    
    The setup page shows all the steps you need for Sales Cloud Einstein deployment, including how to assign users.
2. Click **Set Up** next to Einstein Forecasting.
3. Click **Enable**.
4. Read the introduction, and then click **Next**.
5. Choose whether to have Einstein consider all opportunity records or only a subset when building the predictive model. Then, click **Next**. If needed, define the criteria, and click **Next**.
6. Choose whether to have Einstein consider all custom opportunity fields when building the predictive model. Then, click **Next**. If needed, deselect the fields you want Einstein to ignore, and click **Next**.
7. Review your settings. Then, click **Save**.
8. If you customized the Home page, add the performance chart to it.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-einstein_sales-264-0-0-production-enus/13c193d3-11a5-49f2-8dbf-542c62890274/images/icon_note.png)

Note Einstein uses your data to create your custom predictive model. If organization-wide sharing is set to Private for the User object, to extract relevant information, you might need to give a couple profiles access to users. Make sure the Analytics Cloud Security User and Analytics Cloud Integration User profiles have the View All Users system permission.

#### See Also

- [Select Who Can Use Sales Cloud Einstein](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup_select_users.htm&release=264.0.0&type=5 "The Sales Cloud Einstein Included and Sales Cloud Included Bundle standard permission sets include the permissions for Sales Cloud Einstein features. The permission sets also include some CRM Analytics features, such as dashboards and the ability to analyze your report data using Einstein Discovery for Reports. Assign a permission set to users.")
- [Einstein Forecasting](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting.htm&release=264.0.0&type=5 "Take the guesswork out of forecasting. Einstein Forecasting uses AI technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing.")
- [Considerations for Setting Up Einstein Forecasting](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting_considerations.htm&release=264.0.0&type=5 "Before setting up Einstein Forecasting, review the requirements and considerations.")
- [Understand How Einstein Creates Your Forecasting Prediction](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting_adjustments.htm&release=264.0.0&type=5 "Learn about the process Einstein uses to determine your forecast prediction.")