---
schema_version: "1"
id: 9f996cefab3375e46136ea54a2f45ac1c251aac4df9890c8dc5d82279971dcff
title: Set Up Call Coaching
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/ci_call_coaching_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.ci_call_coaching_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d6b56877f8c15c1f8b552c8d2d12ac503255036d98ce0d7021b7d0b291a037ec
description: Create call competencies from the Call Coaching page in Salesforce Go. For best results, follow the steps listed in the windows before activation.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Call Coaching

Create call competencies from the Call Coaching page in Salesforce Go. For best results, follow the steps listed in the windows before activation.

### Required Editions

| Available in: Lightning Experience |
| --- |
| Available in **Enterprise**, **Performance**, **Unlimited**, and **Agentforce 1 Sales** Editions with Einstein Conversation Insights. |

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d129175e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129175e81 ">To enable Einstein Conversation Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d129175e81 ">Customize Application, View Setup, Modify All Data</td>

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

We recommend using out-of-the-box competencies for quick setup.

1. From the Setup, in the Quick Find box, enter Call Coaching then select **Call Coaching**.
2. Turn on Coaching Competencies.
3. Under Set Up Coaching Competencies, select Manage.
    
    ![Coaching Competencies setup page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/call_coaching/ci_call_coaching_setup.png)
4. Upon first enabling Coaching Competencies, you can select the template competencies that you want to track for your teams. Modify and activate these competencies. You can always edit them again later, or create custom competencies from scratch.
    
    ![Set Up Competencies window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/call_coaching/ci_call_coaching_comp_modal.png)
    
    Use out-of-the-box competencies for quick setup.
5. Return to the Coaching Competencies page anytime you want to create or edit competencies.
    
    You can have up to 8 active competencies.