Turn On AI-Powered Selling Initial Setup

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When you turn on AI-Powered Selling Initial Setup, these required features are automatically turned on for you.

• Account Management—Gives sales teams a complete view of customers so they can manage relationships effectively. Help sellers focus on the right accounts and plan actions that drive growth. This feature is available in the Agentforce 1 Sales Edition.
• Pipeline Forecasting—Shows sales teams a clear picture of expected revenue so they know where to focus. Help leaders spot risks early and guide teams with data-backed decisions.
• EAC (Einstein Activity Capture)—Keeps sales teams’ records up to date by capturing email and calendar activity automatically. Free sellers from manual updates so they can spend more time with customers.
• ECI (Einstein Conversation Insights)—Equips sales teams with insights from customer calls so they understand what drives successful conversations. Helps sales managers coach effectively and improve deal outcomes.
• Agentforce Lead Nurturing—Guides sales teams with automated, timely outreach that keeps existing leads engaged. Help sellers move leads forward with AI-driven messages that support consistent follow-up and higher conversion.
• Inbound Lead Generation—Gives sales teams a steady stream of incoming leads from web forms and marketing sources. Help them respond faster by routing high-intent prospects to the right users.
• Pipeline Management—Keeps sales teams aligned by giving them an easy way to track deals and update stages. Help sellers and leaders maintain a healthy pipeline and improve forecast accuracy.
• Sales Workspace—Guides sales teams with a focused space that brings tasks, insights, and actions together. Help sellers plan, act, and track progress more efficiently in one place.

When you turn on AI-Powered Selling Initial Setup, these configurations are automatically created for you.

• An EAC configuration with default values if one doesn’t exist.
• The Seller role if your org doesn’t have any roles.
• The Standard Seller permission set group, which includes the combined permissions for the features that turn on.