---
schema_version: "1"
id: 45311ec7f017a80ae71087e02f1532320b2a4b544e449aaaa2c6741836745cf5
title: Set Up Einstein Coach
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_setup_einstein_coach.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_setup_einstein_coach.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 615afdcea5710ea5e9428b8e7103eee5cd5dc7d31c97b6d19f65560838857ee4
description: To allow the use of AI-generated coaching in Enablement programs, Salesforce admins must enable Einstein Coach and assign the appropriate permissions.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Set Up Einstein Coach

To allow the use of AI-generated coaching in Enablement programs, Salesforce admins must enable Einstein Coach and assign the appropriate permissions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein for Sales with an Enablement add-on in <strong>Performance</strong> and <strong>Unlimited</strong> Editions and for an extra cost in <strong>Enterprise</strong> Edition</td></tr></tbody></table>

<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="d16629e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16629e57 ">To enable Einstein Coach:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16629e57 ">System Administrator Profile</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16629e57 ">To assign permission sets:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16629e57 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>
          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter and select **Einstein for Sales**.
2. [Turn on Einstein generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US).
3. Scroll to the Set Up Einstein Coach section.
4. Turn on Einstein Coach.
5. Assign the Access Einstein Coach and Prompt Template User default permission sets to Enablement admins and Enablement users.
6. Set Up Einstein Conversation Insights.
    1. [Turn on Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_enable.htm&language=en_US).
    2. [Connect video recording providers](https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup_recording_providers.htm&language=en_US).
    3. Assign the Conversation Insights for Sales default permission set to Enablement admins.

#### See Also

- [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US)
- [Set Up Sales Cloud Einstein](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup.htm&language=en_US)
- [Considerations for Einstein Coach in Feedback Request Exercises](https://help.salesforce.com/s/articleView?id=sales.enablement_einstein_coach_considerations.htm&release=264.0.0&type=5 "When you use Einstein Coach as the feedback method for a Feedback Request exercise in an Enablement program, certain factors can affect the admin and user experience.")