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.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
Turn On Data 360
Turn on and configure Data 360, which provides data visualization and insights for your sales users.
See Turn On Data Cloud.
Assign Permissions to Admin
To turn on AI-Powered Selling Initial Setup, make sure that you have these permission sets assigned to you.
| Permission Set | Use |
|---|---|
| Customize Application | Modify application settings. |
| Data Cloud Architect | Manage data governance. |
| Tableau Next Admin |
Access the Tableau Next Administration page and enable Tableau Next in your org.  Note This permission set is assigned to you when you turn on AI-Powered Selling
Initial Setup.
|
| View Setup | View setup pages in Salesforce. |
Create an Opportunity Revenue Forecast Type
To show sellers their key performance insights on the Sales Workspace page per forecast period, create an opportunity revenue forecast type.