---
schema_version: "1"
id: 92f45ce0162eb9f93256a96446661da3a13b6f9b632541b86531c0d13309df6d
title: Migrating to Pro Suite
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/migration_instructions.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.migration_instructions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 12f334800f8254b454945ed324ba8711579e97730a7e14e159657654ddaf1f98
description: Before you can use Pro Suite, you must consent to the upgrade, turn on Pro Suite settings, and enable Marketing and Commerce.
products:
  - Cross Cloud
release: "264"
---
# Migrating to Pro Suite

Before you can use Pro Suite, you must consent to the upgrade, turn on Pro Suite settings, and enable Marketing and Commerce.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong class="uicontrol">Pro Suite</strong> Edition</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10071e65">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10071e65 ">To consent to Pro Suite upgrade, turn on Pro Suite settings and Marketing, and enable
              permissions: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10071e65 "><strong class="uicontrol">SysAdmin</strong> user profile</td>

          </tr>
        </tbody>
      </table>

## Consent to Upgrade

Follow these steps to consent to the Pro Suite upgrade.

1. From the home page, select **Review Details** on the upgrade notification banner at the top of screen.
    
    ![Upgrade consent banner on the Essentials home page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_upgrade_consent_banner.png)
2. From the Request Your Upgrade to Pro Suite window, read and accept the terms and conditions, then click **Request Upgrade**.
    
    ![Request upgrade window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_upgrade_request_modal.png)
3. Select **Got It** to acknowledge the upgrade timeline.
    
    ![Consent successful window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_upgrade_consent_successful_modal.png)

We will migrate your Essentials org to Pro Suite in about a **week’s time**. You can continue working in your Essentials org in the meantime. The first time an admin logs into your newly upgraded Pro Suite org, they'll see a **Welcome to Pro Suite** confirmation window.

## Refresh Your Org and Turn on Pro Suite Settings

Follow these steps to refresh your org and turn on Pro Suite settings.

1. From the Welcome to Pro Suite window, select **Turn on Pro Suite Features**. To keep your Pro Suite org up to date with future upgrades, you must turn on these features. You’ll see this reminder at every log in until you do so.
    
    ![Welcome to Pro Suite window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_welcome_to_prosuite_modal.png)
2. From the Sit Tight window, select **Got It** to acknowledge the additional actions required to turn on key Pro Suite features.
    
    ![Pro Suite enable features confirmation window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_enable_prosuite_modal.png)
3. Sign out from your org and then sign back in. This refreshes your view. You will see the new vertical navigation on the left side of your home page.

## Turn on Marketing

Before you can start working with campaigns, you must enable Marketing and complete additional setup tasks required to meet email privacy regulations and give users access to the Marketing app.

1. Turn on Marketing features.
2. Configure Marketing email and consent settings.

For detailed instructions, see [Set Up Marketing](https://help.salesforce.com/s/articleView?id=xcloud.starter_prosuite_set_up_marketing.htm&type=5&language=en_US) in Salesforce Suites help.

## Turn on Commerce

Before you can create secure payment links or online shopping experiences for your customers, you must turn on Pay Now and create a direct-to-consumer (D2C) online store.

1. Turn on Pay Now features.
2. Use the Store Setup Assistant to help you create your D2C online store.

For detailed instructions, see [Set Up Commerce](https://help.salesforce.com/s/articleView?id=xcloud.starter_prosuite_setup_commerce.htm&type=5&language=en_US) in Salesforce Suites help.

## Give Your Team Access to Pro Suite Apps

Follow these steps to give your team access to Pro Suite apps.

1. From the home page, click the gear icon (**Quick Settings**) in the top-right corner.
2. Select **Open Advanced Setup**.
3. In the Quick Find box, search for and select **Permission Sets**.
4. Select the **Sales Starter App** permission set to assign users.
5. Select **Manage Assignments** and then **Add Assignments**.
6. Choose the users you want to add and select **Next**.
7. Click **Assign** and then **Done**.
8. Repeat steps three through seven for the following permission sets:
    1. **Service Starter App**
    2. **Marketing Starter App**
    3. **Commerce Starter App**
    4. **Email Builder Lite**

You manage access to the Accounts and Contacts apps by assigning users the **General Users** profile.

![General Users profile](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_general_users_profile.png)