Access the Sales Cloud Einstein Setup Assistant

The Setup Assistant is your guide to selecting Sales Cloud Einstein users and setting up features.

Required Editions

Available in: Lightning Experience
Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition
User Permissions Needed
To access the Sales Cloud Einstein Setup Assistant: Customize Application AND Modify All Data
From Setup, enter Assisted Setup in the Quick Find box, then select Assisted Setup under Einstein Sales.
Setup page, searching for assisted setup in the Quick Find box
The setup page shows all the steps you need for Sales Cloud Einstein deployment, including how to assign Einstein to users.