Set up Agentic Sales Cloud Faster with AI-Powered Selling Initial Setup

Set up your sales org quickly with a unified experience that turns on key Sales Cloud features and essential AI-powered selling tools. The setup experience automates setup steps and helps admins empower sales teams to work with AI-powered selling tools from day one. The setup experience also streamlines setup gaps for existing orgs, reducing manual work and ensuring a consistent, ready-to-use sales environment.

Required Editions

Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

Considerations for AI-Powered Selling Initial Setup
Keep these considerations in mind before setting up AI-Powered Selling Initial Setup.
Complete Prerequisites for AI-Powered Selling Initial Setup
To set up Sales Cloud using AI-Powered Selling Initial Setup, turn on Data 360. Verify that you have required permissions and that the forecast type is set to Opportunity Revenue.
Turn On AI-Powered Selling Initial Setup
To let your sales users start selling, set up Sales Cloud quickly with AI-Powered Selling Initial Setup.
Manage User Access from Initial Setup
Give sellers the access they need to start working with core sales tools and stay productive from day one. Add new sellers from the AI-Powered Selling Initial Setup page.
Prepare Your Sales Teams for AI-Driven Selling
To maximize your sales teams' productivity, set up essential features that support AI-driven insights and Sales Workspace. Configure connected email and meeting tools, user access, quotas, and AI agents so sellers can capture activity and act on insights.