Getting started

Install AI Engine, connect your AI provider and go live with your first users.

9 articles

• What is AI Engine?AI Engine is a Salesforce-native AI sales assistant that runs inside your org, on your own AI provider account, within your Salesforce permissions.
• RequirementsWhat your Salesforce org, your AI provider account and your users need before you install and set up AI Engine.
• Install the packageInstall the AI Engine managed package in a sandbox or production org, and what to do immediately afterwards.
• Quick startThe complete setup sequence for AI Engine after installation, from permission sets to the first test, with links to the detailed steps.
• Assign permission setsGive admins and users access to AI Engine with the AI Engine Admin and AI Engine User permission sets, and how assignments count toward your user limit.
• Connect your AI providerCreate the External Credential and Named Credential for OpenAI, Anthropic or Azure OpenAI, and link them to AI Engine in the Org Profile.
• Add components to pagesPlace the Sales Agent chat, AI Score card, Magic Snap and Activity Monitor components on Lightning pages, in the utility bar and on mobile.
• Run a first testA short end-to-end test to confirm AI Engine works for a real sales user before you roll it out.
• Roll out to usersA practical plan for introducing AI Engine to a sales team, from the first pilot group to the first month of use.