---
schema_version: "1"
id: 1339369827e0fe2352872bfdfdae406fc11c9722e213855d37c4c9b7775d8902
title: Before You Start
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-ae/loan-agent/guides/aes-before-you-start.md
canonical_url: https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-before-you-start.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 0208a7ae6e5ea0f635d38415792055f651b16763c2709884beaf1158f6724b4f
products:
  - Loan Prequalification Agent
  - data-ae
---
# Before You Start

## Set Up Your Salesforce Org

To use Document AI capabilities in your Salesforce org, first enable Einstein and Data 360.

- To enable Einstein, follow the instructions under Step 2 in [Set Up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5).
- To enable Data 360, follow the instructions in [Turn On Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&type=5).

## Gather Credentials

Before you start the loan prequalification agent workflow, complete these prerequisites to gather the necessary credentials.

- [Prerequisite 1 - Create an External Client App](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-create-external-client-app.md)
  - Client_Id (Customer Key): `3MVGBlahBlahBlahBlah`
  - Client_Secret (Customer Secret): `E3CFBlahBlah`
- [Prerequisite 2 - Retrieve Your Salesforce Domain URL](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-retrieve-sf-domain-url.md)
  - Org_Domain: `https://your-domain.my.salesforce.com`