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.
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Note

Note

Setup Assistant is planned for release in late June 2015.

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.Setup Assistant Welcome PageFor 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.