---
schema_version: "1"
id: c80beb2ed19e142f0dcd79111d9009c651194771e0be798961aacd137aa4e3b9
title: Turn On 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_turn_on_methodology.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_turn_on_methodology.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fc94d13619796ef4310878689acf03628413c9a7654268bd812e2c05453afc13
description: To get your sales reps started tracking deals’ progress by using a sales methodology, enable and activate a methodology.
products:
  - Sales Cloud
release: "264"
---
# Turn On Sales Methodology

To get your sales reps started tracking deals’ progress by using a sales methodology, enable and activate a methodology.

### 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>

<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="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d24743e58">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24743e58 ">To turn on Pipeline Inspection:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24743e58 ">
              <p>Customize Application</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

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

1. From the gear icon, select **Salesforce Go**, and then search for Sales Methodology on the Salesforce Go Home page.
2. Turn on Sales Methodology.
    
    Wait for a few seconds to get Pipeline Inspection turned on if it isn't enabled.
3. In the Activate a Sales Methodology section, click **Manage**.
4. In the Select Methodology window, select a sales methodology.
    
    You can activate only one methodology at a time, so choose the one that fits your business needs. You can customize a pre-built methodology template, or create your own.
5. Click **Review** and then **Save**.

#### See Also

- [_Salesforce Help:_ Set Up Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_parent.htm&language=en_US)