Overview of Setup with Setup Assistant

Here are the steps you should follow to automate your initial setups with Setup Assistant:

Step	Applies To	Description	Navigation	Where to Get More Details
1	Both Digital Sales and CX Sales	Familiarize yourself with the initial setups that Setup Assistant automates for you. You need to make some implementation decisions before you start.	N/A	See the topic: What Setup Assistant Completes for You
2	Both Digital Sales and CX Sales	Gather the information you will enter. Descriptions are available in the Setup Assistant wizard itself and in the Excel spreadsheet you can download.	Setup and Maintenance > Sales > Company Profile > Setup Assistant	See the topic: Run Setup Assistant
3	Both Digital Sales and CX Sales	Run Setup Assistant after you entered the data directly in the Setup Assistant UI or imported the data from the spreadsheet.	Setup and Maintenance > Sales > Sales Foundation > Setup Assistant	See the topic: Run Setup Assistant
4	CX Sales	If you enabled Forecast by Opportunity Owner in Setup Assistant, then you must complete a one-time manual setup required internally by the application: you must enable a sales territory dimension even though you aren't using any dimensions.	Setup and Maintenance > Sales > Sales Territories > Enable Dimensions and Metrics	See the topics: What are some common opportunity forecasting scenarios? Complete One-Time Manual Step If You Enabled Forecast by Opportunity Owner
5	Both Digital Sales and CX Sales	Optionally, you can export the setup data you entered into Setup Assistant for import into another environment.	Setup and Maintenance > Sales > Sales Foundation > Setup Assistant	Export Setup Assistant Data to Another Environment