---
schema_version: "1"
id: c43f98b6549cc5081ec73950e170d14e2708d8b8e1fabbbc804c4a04ad468da4
title: Set Up Forecasting Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasting_agent_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasting_agent_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2973795d0053f1580297968cf785e2b1b096caf5e04f6e9b3f156190fc34f28c
description: Transform your forecasting process into an intelligent, automated, and agent-guided conversational workflow to help sales teams achieve accurate forecast numbers.
products:
  - Sales Cloud
release: "264"
---
# Set Up Forecasting Agent

Transform your forecasting process into an intelligent, automated, and agent-guided conversational workflow to help sales teams achieve accurate forecast numbers.

### 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 in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Agentforce for Sales add-on and in Agentforce 1 Edition.</td></tr></tbody></table>

- **[Turn On Forecasting Agent](https://help.salesforce.com/s/articleView?id=sales.forecasting_agent_turn_on.htm&release=264.0.0&type=5)**  
    Help your sales team close quota gaps and accelerate submissions with AI-guided weekly forecasting.
- **[Grant Sales Users Access to Forecasting Agent](https://help.salesforce.com/s/articleView?id=sales.forecasting_agent_grant_access.htm&release=264.0.0&type=5)**  
    To use Forecasting Agent, assign the SalesManagementUserPsg permission set group to your sales users.
- **[Turn On Weekly Forecast Digests on Slack](https://help.salesforce.com/s/articleView?id=sales.forecasting_agent_turn_on_forecast_digests_slack.htm&release=264.0.0&type=5)**  
    Keep your team informed in their flow of work by automatically sending weekly forecast summaries to users on Slack.