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Setup Assistant Overview

Knowledge Article Number 000214525

Setup Assistant for Newly Activated Organizations

If you’re planning to set up Salesforce without consulting an implementation partner, Setup Assistant is here to help. Its wizards and targeted assistance help you complete basic configurations and get critical sales data into Salesforce, so you can get your sales teams up and running quickly. This feature will be visible to System Administrators ONLY. 

This will be available to brand new PE Orgs 5/12/15 and will be released to ALL Editions mid June 2015. 
Available in: GroupProfessionalEnterprisePerformanceUnlimited, and Developer Editions

Setup Assistant helps you import data and customize your sales stages—all through easy-to-use wizards. And we’ve included helpful videos to get you and your teams on the way to increasing sales in Salesforce.

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For the first ninety days in newly activated Salesforce organizations, you see a prompt to get you started. If you’re not ready, you can access Setup Assistant anytime from Salesforce Setup.

Locations of Setup Assistant:
Welcome mat (this will appear to System Administrators for the first 90 days after the activation of new organizations)
Setup tree
Setup home

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Resolution Please see the videos below for guidance on Setup Assistant.

Get Started with Setup Assistant
Salesforce Basics for Helping Your Sales Teams Close Deals Faster 

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