---
schema_version: "1"
id: 8509c007915ce46901511e892a2b319340d061813dcecbc9368a232892ec0b14
title: Considerations for Sales Initial Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/setup_sales_basics_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.setup_sales_basics_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e1665a19fb8527c5a227d9d7ecfba16d836665cc35940dc593fe3a6bed47acbc
description: Before starting Sales Initial Setup, review these considerations.
products:
  - Sales Cloud
release: "264"
---
# Considerations for Sales Initial Setup

Before starting Sales Initial Setup, review these considerations.

### 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>Performance</strong>, <strong>Unlimited</strong>, <strong>Einstein 1 Sales</strong>, and <strong>Agentforce 1 Sales</strong> editions with Sales Cloud only.</td></tr></tbody></table>

 
| 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](https://help.salesforce.com/s/articleView?id=platform.admin_transfer.htm&language=en_US) record ownership right away to ensure correct data visibility.

#### See Also

- [Turn On and Configure Sales with Sales Initial Setup](https://help.salesforce.com/s/articleView?id=sales.setup_sales_basics_admin.htm&release=264.0.0&type=5 "Get up and running with essential sales capabilities from day one with Sales Initial Setup. Connect your email domain, add sellers and set quotas, import your sales data, and set up Slack.")