Before starting Sales Initial Setup, review these considerations.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance,
Unlimited, Einstein 1 Sales, and Agentforce 1 Sales editions
with Sales Cloud only.
|
| User Permissions Needed |
|
| To set up and configure Sales Initial Setup: |
View Setup and Configuration AND Customize Application OR Modify All Data |
| To give Salesforce users access to the features in Sales Initial Setup: |
Customize Application AND View Setup |
General Considerations
- Some features can take a while to turn on. You can leave and return to the Sales Initial
Cloud Setup experience anytime. In Salesforce Go, search for Sales Initial Setup on the
Salesforce Go Initial Setup tab.
- To complete the Add Sellers step, assign a role to at least one user and add them to an
Einstein Activity Capture configuration. The user must also have access to Einstein
Conversation Insights, Einstein Activity Capture, Account Plans, Pipeline Forecasting, and
Pipeline Inspection.
- When adding sellers, you're limited to the number of available licenses shown in the
license count.
- When you import your sales data during Sales Initial Setup, the Salesforce admin who
uploads the data becomes the owner of all imported records. This ownership assignment
affects several things, such as:
- List views and reports: Standard list views filter records by ownership. When
the admin owns all records, list views such as My Opportunities and My Leads are empty
for sales reps. Dashboards show data only for the admin also.
- Forecasts: Forecasts roll up opportunities based on user ownership. When the
admin owns all opportunities, forecasts show all revenue under the admin. Without
proper ownership assignment, your forecast hierarchy doesn't reflect your actual sales
organization structure. Also, your revenue rollup across your team isn't
accurate.
- To resolve this issue for uploaded records, reassign records manually or mass transfer record ownership right away to
ensure correct data visibility.
