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            Get Ready to Use Sales Workspace

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            Get Ready to Use Sales Workspace

            Connecting your email and calendar allows Sales Workspace to sync your activities, helping to automate CRM updates and provide a complete view of your customer interactions.

            Required Editions

            Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

            Before you begin, make sure that your Salesforce admin has turned on Sales Workspace for your org and assigned you the necessary permissions.

            When you log in to Salesforce for the first time after Sales Workspace is enabled, you are guided through a short setup process.

            Connect Your Email and Calendar

            Connecting your email and calendar allows Sales Workspace to sync your activities, helping to automate CRM updates and provide a complete view of your customer interactions.

            • When prompted, choose your email provider such as Google or Microsoft.
            • Follow the on-screen instructions to sign in and authorize the connection.

            Connect Your Conversation Tools (Optional)

            Connect your video conferencing tools to get insights from your sales calls, such as call summaries and automated follow-ups. This step is optional and you only need to connect one provider to get started.

            • Select a video provider to connect, such as Google Meet, Microsoft Teams, or Zoom.
            • Follow the prompts to authorize the connection.
            • You can connect more providers later from your personal settings.

            After you complete the setup, you’re ready to see your performance insights, get AI-driven recommendations, and act on your next steps, all from the Sales Workspace home page.

             
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