---
schema_version: "1"
id: c2fcc7eeb966d24cbd1baeb2d5503b5bec473d1a25cdfdb8343785f344a621a1
title: Get Ready to Use Sales Workspace
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_workspace_get_ready.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_workspace_get_ready.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3288efe87222be14371a6f1770ea5e08440529e7624f0e222a15fe27a550bded
description: Connecting your email and calendar allows Sales Workspace to sync your activities, helping to automate CRM updates and provide a complete view of your customer interactions.
products:
  - Sales Cloud
release: "264"
---
# Get Ready to Use Sales Workspace

Connecting your email and calendar allows Sales Workspace to sync your activities, helping to automate CRM updates and provide a complete view of your customer interactions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> editions with the Sales Foundation add-on.</td></tr></tbody></table>

Before you begin, make sure that your Salesforce admin has turned on Sales Workspace for your org and assigned you the necessary permissions.

When you log in to Salesforce for the first time after Sales Workspace is enabled, you are guided through a short setup process.

## Connect Your Email and Calendar

Connecting your email and calendar allows Sales Workspace to sync your activities, helping to automate CRM updates and provide a complete view of your customer interactions.

- When prompted, choose your email provider such as Google or Microsoft.
- Follow the on-screen instructions to sign in and authorize the connection.

## Connect Your Conversation Tools (Optional)

Connect your video conferencing tools to get insights from your sales calls, such as call summaries and automated follow-ups. This step is optional and you only need to connect one provider to get started.

- Select a video provider to connect, such as Google Meet, Microsoft Teams, or Zoom.
- Follow the prompts to authorize the connection.
- You can connect more providers later from your personal settings.

After you complete the setup, you’re ready to see your performance insights, get AI-driven recommendations, and act on your next steps, all from the Sales Workspace home page.