---
schema_version: "1"
id: aa7556cc3da1e23016363bf95a5a43259f7e4c4b63e486a98d3eaf6f2367ec31
title: Set Up Agentforce Sales Coach
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agents_coach_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agents_coach_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2b12bdaef2f7ef2e01d69ad3e692adce10f4892ec808dd73c4bdd73dbd1148a7
description: Turn on the required features and assign the permissions to begin setting up Agentforce Sales Coach. When you’re done, move on to Agentforce Builder to finish creating and activating Agentforce Sales Coach.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Set Up Agentforce Sales Coach

Turn on the required features and assign the permissions to begin setting up Agentforce Sales Coach. When you’re done, move on to Agentforce Builder to finish creating and activating Agentforce Sales Coach. 

### 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 in <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations or Agentforce 1 Editions.</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="d26431e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26431e60 ">To enable Agentforce Sales Coach:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26431e60 ">Prompt Template User</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26431e60 ">To turn on <span>Data 360</span>:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26431e60 ">Data Cloud Architect</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26431e60 ">To add Sales Coach to a record page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26431e60 ">Manage Agentforce Sales Coach</td>

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

1. From Setup, enter Salesforce Go in the Quick Find box, and then select **Salesforce Go**.
2. Under Get Started With Agentforce, find Agentforce for Sales, and click **Set Up**.
3. Turn on Agentforce.
4. Turn on the Agentforce Sales Coach template.
5. Click **Confirm** to accept the use of generative AI and Agentforce Sales Coach.
6. Manage and assign permission sets to users.
    
    - Assign the Manage Agentforce Sales Coach permission set to yourself.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_note.png)
        
        Note This permission set contains the Manage AI Agents permission, which is required to access Agentforce Builder. Manage AI Agents grants org-wide management access to all agents, not just the agent type or template named in the permission set. Users with this permission can manage, activate, and deactivate agents, customize subagents and actions, and monitor agent activity. Assign this permission set only to users who require org-wide agent management access.
    - Assign the Use Agentforce Sales Coach permission set to reps.
7. Add the Agentforce Sales Coach standard components, fields, and actions to the record pages.
    1. Click **Manage** and open the record page in Lightning App Builder.
    2. Drag-and-drop Agentforce Sales Coach to record page layouts, as required, based on the scenarios.
    3. [Activate Lightning Experience record pages.](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_activate.htm&type=5&language=en_US)
8. Build and activate an agent from Agentforce Builder. For steps, see [Build and Activate Agentforce Sales Coach](https://help.salesforce.com/s/articleView?id=sales.sales_agents_coach_setup_agent_builder.htm&release=264.0.0&type=5 "Finish setting up Agentforce Sales Coach by creating an agent in Agentforce Builder. Before you get started, make sure you’ve completed the steps in Set Up Agentforce Sales Coach.").