---
schema_version: "1"
id: 2a63cf4b3dd94dec19750c9dea10ea1fad00f3f42b6787b5647b409a542aabcf
title: Complete Prerequisites for AI-Powered Selling Initial Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/ai_powered_selling_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.ai_powered_selling_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ceaa85a540b8acc7f65394d13c06b8481a9b173569f06ee82855970c8b3332a0
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> editions with the Sales Foundation add-on.</td></tr></tbody></table>

## 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](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&type=5&language=en_US).

## Assign Permissions to Admin

To turn on AI-Powered Selling Initial Setup, make sure that you have these permission sets assigned to you.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d2887e92">Permission Set</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d2887e95">Use</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Set" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e92 ">Customize Application</td>

            <td data-label="Use" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e95 ">Modify application settings.</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e92 ">Data Cloud Architect</td>

            <td data-label="Use" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e95 ">Manage data governance.</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e92 ">Tableau Next Admin</td>

            <td data-label="Use" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e95 ">
              <p>Access the Tableau Next Administration page and enable Tableau Next in your
                org.</p>
              <div>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_get_started-264-0-0-production-enus/e1cb4a82-dc10-4c84-bd35-7315c84e497e/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> This permission set is assigned to you when you turn on AI-Powered Selling
                      Initial Setup.</div>
                  </div>
                </div>
              </div>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e92 ">View Setup</td>

            <td data-label="Use" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d2887e95 ">View setup pages in Salesforce.</td>

          </tr>
        </tbody>
      </table>

## 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.

See [Configure and Activate Pipeline Forecast Types](https://help.salesforce.com/s/articleView?id=sales.forecasts3_enabling_data_sources.htm&language=en_US).