---
schema_version: "1"
id: 07f3b234f9462e80cc4b7b0ba1ee4611982ade620dbd9eda4b06524838c370f4
title: Set Up a Sales Methodology
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_set_up_methodology.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_up_methodology.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 16c62862f034a1300ecd76f79441c32b7976f8d66845955c1d6f5a2927db2b45
description: Standardize how your sales reps qualify and manage deals by using a structured sales methodology. Define your methodology so your teams can assess deal health, follow a consistent process, and improve win rates.
products:
  - Sales Cloud
release: "264"
---
# Set Up a Sales Methodology

Standardize how your sales reps qualify and manage deals by using a structured sales methodology. Define your methodology so your teams can assess deal health, follow a consistent process, and improve win rates.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Pipeline Inspection.">View supported editions</a>.</td></tr></tbody></table>

Sales Methodology helps you:

- Capture key deal details in a structured way.
- Evaluate deals using quantitative scoring levels.
- Highlight gaps in deal information.
- Guide sales reps during deal reviews.
- Support better coaching and deal inspections.

When you activate a methodology, Salesforce adds it to your opportunities. Your sales reps can then review, update, and track methodology criteria as they work on deals.

- **[Considerations for Setting Up Sales Methodology](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_methodology_considerations.htm&release=264.0.0&type=5)**  
    Review important considerations before setting up a sales methodology.
- **[Turn On Sales Methodology](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_turn_on_methodology.htm&release=264.0.0&type=5)**  
    To get your sales reps started tracking deals’ progress by using a sales methodology, enable and activate a methodology.