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.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
When you add a seller from the AI-Powered Selling Initial Setup page, assign the Standard Seller permission set group, add to an Einstein Activity Capture (EAC) configuration, assign a role, and grant access to Forecasting. For the EAC configuration and the role, select the ones created for you with default values or select your own.
- From the gear menu, select Salesforce Go, and then search for AI-Powered Selling Initial Setup on the Salesforce Go Home page.
- To add a new seller, in the Add Sellers or Manage Access section, click New Seller and follow the onscreen setup flow.
- To assign the Standard Seller permission set group to existing users, click Manage and follow the onscreen setup flow.
- Understand Default Access Setup for AI-Powered Selling
When you grant access from the AI Powered Selling Initial Setup page, Salesforce identifies existing access components and creates only the missing ones in your org. This process helps you start quickly without setting up roles or activity sync beforehand.