---
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title: Get Started with the Setup Assistant
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_setup_assistant.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_setup_assistant.htm&release=264.0.0&type=5
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content_hash: 0221ae6104738124ee84ce1c73ddbef0141045cf3561278546202971a3fe65eb
description: Get up and running fast with the Essentials Setup Assistant. Use this to-do list to make sure you’ve completed the most important steps to grow your business.
products:
  - Cross Cloud
release: "264"
---
# Get Started with the Setup Assistant

Get up and running fast with the Essentials Setup Assistant. Use this to-do list to make sure you’ve completed the most important steps to grow your business.

The Essentials Setup Assistant a prioritized list of the tasks that will help you get the most out of Salesforce. From adding users to editing records, the setup assistant gets you moving on the path to success.

## Where to Access the Setup Assistant

You can find the Setup Assistant by clicking on the Home tab in Sales Essentials.

![Setup Assistant with seven steps](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_setup_assistant.png)