---
schema_version: "1"
id: e06441fbac8edeeaf364b8469b57211af9dd8429b94bd63065d21d92da2d266a
title: Phase 2 — Run the Initial Setup Bundle
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_day_1_initial_setup_bundle.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_day_1_initial_setup_bundle.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 925a0d641155b1be4763fdcf48024fc4a21ead4913ea237a78507516d75f4ec1
description: "Outcome: The selected Agentforce IT Service setup bundle is installed, and the admin has identified the additional configuration required for the initial scope."
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Phase 2 — Run the Initial Setup Bundle

**Outcome:** The selected Agentforce IT Service setup bundle is installed, and the admin has identified the additional configuration required for the initial scope.

**User permission required:** _View Setup and Configuration_ on Salesforce Go.

- **Choose whether to install sample data.** Sample data provides ready-made incidents, problems, and Knowledge articles for exploration, but it isn’t required to run FRE or validate the Day 1 journey. Choose the option that fits the target environment and your organization’s data policies. If you install without sample data, use controlled pilot records during end-to-end validation.
- Choose the appropriate Standard or Custom installation. Confirm the selected feature sets and entitlement requirements before clicking **Install**. Changing the installation choice later can require reprovisioning.

**Owner:** System Admin

Use the installation procedures to install the selected setup bundle before you configure the remaining capabilities in your initial scope. See [Set Up Agentforce IT Service with Salesforce Go](https://help.salesforce.com/s/articleView?id=service.it_srvcs_sf_go.htm&release=264.0.0&type=5 "Deploy features and configure your Agentforce IT Service org faster with a consolidated initial setup solution and automated configuration. Use Salesforce Go features, feature sets, and the Agentforce IT Service Solution to provision IT services in a few clicks, or pick only the capabilities your company needs through a guided installation.") and [Set Up Agentforce IT Service Using Setup Bundles](https://help.salesforce.com/s/articleView?id=service.it_srvcs_sf_go_bundles.htm&release=264.0.0&type=5 "Salesforce Go provides a consolidated and accelerated setup experience to configure your IT Service environment. Instead of navigating through disconnected manual steps, the IT Service Solution card automates metadata installation, enables core features, and deploys sample data from a single interface.").

1. From the gear menu (or the main Setup menu), open **Salesforce Go**.
2. Locate the **Agentforce IT Service Solution** card and click **Set Up**.
3. Click **Get Started**, review the automated benefits, and click **Install**.
4. Choose your path: **IT Service Standard Installation** or **IT Service Custom Installation**
5. Choose **Install with Sample Data** or **Install without Sample Data**.
6. Wait for installation to complete.
7. In the **Manage User Access** section that appears post-install, identify the Permission Set Groups (PSGs) that will be needed in Phase 3 — for example _Change Request Fulfiller_, _Change Request Manager_. Don't assign yet; you'll do that after creating the users.

**Review the Installed Components**

The bundle installs the components included in the selected setup option. In Salesforce Go, review the installed feature sets and identify the additional work required for your initial scope.

Installation alone doesn’t make every capability operational. Complete the applicable data, user-access, assignment, routing, notification, portal, and channel configuration before validating those capabilities.

If you installed sample data, use it for initial exploration. If you installed without sample data, create controlled pilot records during end-to-end validation.

**Validation**

- You can navigate to the **Incidents**, **Problems**, **Change Requests**, and **Release Requests** tabs.
- If you chose Sample Data, you can see at least one sample Incident in the list view.
- You can find the **Salesforce Go** page and see the Agentforce IT Service feature sets listed under the **Feature Sets** tab when filtered for _Agentforce IT Service_.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_important.png)

Important

**Common pitfalls**

- **Wrong path locked in.** Standard vs. Custom cannot be swapped without reprovisioning. Triple-check entitlement before Install.
- **Provisioning users before installation:** Run the selected setup bundle before assigning the product permission set groups to pilot users.