Set up and configure essential sales capabilities with a unified onboarding workflow. Automatically turn on features, connect your email domain, add sellers and assign quotas, import sales data, and connect to Slack, all in one place.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions in Sales Cloud-only orgs.
When: This feature is available on a rolling basis starting in early August 2026.
How: The Sales Cloud Initial Setup opens automatically for Salesforce admins in Sales Cloud-only orgs upon first login when all Sales Initial Setup steps aren't complete. To get to Sales Initial Setup anytime, from the gear menu, select Salesforce Go, and then search for Sales Initial Setup on the Salesforce Go Initial Setup tab.