Enable Intelligent Sales

Before your users can use Intelligent Sales, you must enable the Intelligent Sales and Visit Inventory Management org prefs in your Salesforce org.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

User Permissions Needed
To configure settings:	Customize Application

From Setup, enter Inventory Settings in the Quick Find box and select Inventory Settings.
Set Visit Inventory Management to enabled.
Enter Intelligent Sales Settings in the Quick Find box and select Intelligent Sales Settings.
Set Intelligent Sales to enabled.

Note You can create work types to define your visit types from this page. Select work types for inventory projections and cycle counts on this page. It's not necessary to do this now. To learn more, see Set Up Work Types for Visits.
Turn on the Expiring Products Page and the Cycle Count Products Page for the mobile app users.
Enter Visit Calendar Settings in the Quick Find box and select Visit Calendar Settings.
Enable Add Visits to Salesforce Calendar.

Your Salesforce org now has access to the Intelligent Sales app and the Visits data model.