---
schema_version: "1"
id: e55e0a2e215654f5893d58ce09e996377555e4c7919c2a6968b48c28e6a8c307
title: User Personas for Intelligent Sales
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_intelligent_sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_intelligent_sales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4631c5c3ca0febebbfa03152c871aaad51c89d0c0c923552cf56498f0bf5dfd0
description: Working with Intelligent Sales incorporates three types of activities. The optimal way to use Intelligent Sales is to divide and conquer these activity types with different user personas.
products:
  - Life Sciences
release: "264"
---
# User Personas for Intelligent Sales

Working with Intelligent Sales incorporates three types of activities. The optimal way to use Intelligent Sales is to divide and conquer these activity types with different user personas.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Available in: Lightning Experience</p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
              or Life Sciences Cloud</p>
          </td>

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

 
| User Persona | Responsibilities |
| --- | --- |
| Data Setup - Salesforce Admin | The Salesforce admin sets up the org with the right data. For instance, they create records for account and inventory locations with the right attributes and a compatible address format. |
| Visit Planning and Inventory Management - Sales Ops | The sales ops team creates visits with the right resources, the right products, and the right assessment tasks. The team anticipates shortfalls in the visits they create, and proactively requests product transfers when shortfalls happen. Inventory management responsibilities can also be shared with sales reps. |
| Visit Execution - Sales Reps | The sales reps make site visits to fulfill their surgical case orders and perform visit tasks defined in the visit. They rely solely on the mobile app for these visits. |